Lodestar Private Asset Management’s State Street SPDR S&P SmallCap 600 ESG ETF ESIX Stock Holding History

Lodestar Private Asset Management’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	-9,755	Closed	-$310K	–	234
2026 Q1	$310K	Buy	9,755 +73	+0.8%	+$2.39K	0.03%	188
2025 Q4	$305K	Buy	9,682 +1,119	+13%	+$35K	0.03%	191
2025 Q3	$269K	Buy	+8,563	New	+$263K	0.03%	198

Lodestar Private Asset Management's ESIX Position: Q2 2026 in Review

Lodestar Private Asset Management sold out of State Street SPDR S&P SmallCap 600 ESG ETF (ESIX) in Q2 2026, closing a stake of 9,755 shares — an estimated $310K sold.

Lodestar Private Asset Management first reported a position in ESIX in Q3 2025 and held it in 3 quarters. The position peaked at $310K in Q1 2026. 0 funds tracked by Wall St. Rank hold ESIX as of Q2 2026.

Lodestar Private Asset Management reported no remaining State Street SPDR S&P SmallCap 600 ESG ETF position as of Q2 2026 after selling out during the quarter.
Lodestar Private Asset Management sold 9,755 State Street SPDR S&P SmallCap 600 ESG ETF shares in Q2 2026, an estimated $310K.
Lodestar Private Asset Management first reported a position in State Street SPDR S&P SmallCap 600 ESG ETF in Q3 2025 and held it in 3 quarters.
Lodestar Private Asset Management's State Street SPDR S&P SmallCap 600 ESG ETF position peaked at $310K 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 Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.