JSW
ESIX

Journey Strategic Wealth’s State Street SPDR S&P SmallCap 600 ESG ETF ESIX Stock Holding History

Journey Strategic Wealth’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
2024
Q3 		– Sell
-8,577
Closed -$249K – 515
2024
Q2 		$249K Buy
+8,577
New +$249K 0.01% 299

Other funds holding ESIX

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PWM
Paulson Wealth Management Wheaton, Illinois $427M AUM 16.36% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Journey Strategic Wealth's ESIX Position: Q3 2024 in Review

Journey Strategic Wealth sold out of State Street SPDR S&P SmallCap 600 ESG ETF (ESIX) in Q3 2024, closing a stake of 8,577 shares — an estimated $249K sold.

Journey Strategic Wealth first reported a position in ESIX in Q2 2024 and held it in 1 quarter. The position peaked at $249K in Q2 2024. 11 funds tracked by Wall St. Rank hold ESIX as of Q3 2024.

  • Journey Strategic Wealth reported no remaining State Street SPDR S&P SmallCap 600 ESG ETF position as of Q3 2024 after selling out during the quarter.
  • Journey Strategic Wealth sold 8,577 State Street SPDR S&P SmallCap 600 ESG ETF shares in Q3 2024, an estimated $249K.
  • Journey Strategic Wealth first reported a position in State Street SPDR S&P SmallCap 600 ESG ETF in Q2 2024 and held it in 1 quarter.
  • Journey Strategic Wealth's State Street SPDR S&P SmallCap 600 ESG ETF position peaked at $249K in Q2 2024.
  • 11 funds tracked by Wall St. Rank held State Street SPDR S&P SmallCap 600 ESG ETF as of Q3 2024.

Based on Journey Strategic Wealth's 13F filing for Q3 2024, filed 12 Nov 2024.