PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s State Street SPDR S&P SmallCap 600 ESG ETF ESIX Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio ESIX Stock Details ESIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-665	Closed	-$21.1K	–	556
2026 Q1	$21.1K	Hold	665	–	–	0.01%	362
2025 Q4	$20.9K	Hold	665	–	–	0.01%	373
2025 Q3	$20.9K	Buy	+665	New	+$20.5K	0.01%	356

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ESIX Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of State Street SPDR S&P SmallCap 600 ESG ETF (ESIX) in Q2 2026, closing a stake of 665 shares — an estimated $21.1K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ESIX in Q3 2025 and held it in 3 quarters. The position peaked at $21.1K in Q1 2026. 0 funds tracked by Wall St. Rank hold ESIX as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining State Street SPDR S&P SmallCap 600 ESG ETF position as of Q2 2026 after selling out during the quarter.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 665 State Street SPDR S&P SmallCap 600 ESG ETF shares in Q2 2026, an estimated $21.1K.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in State Street SPDR S&P SmallCap 600 ESG ETF in Q3 2025 and held it in 3 quarters.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s State Street SPDR S&P SmallCap 600 ESG ETF position peaked at $21.1K in Q1 2026.
0 funds tracked by Wall St. Rank held State Street SPDR S&P SmallCap 600 ESG ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.