Raymond James Financial
ESIX

Raymond James Financial’s State Street SPDR S&P SmallCap 600 ESG ETF ESIX Stock Holding History

Raymond James Financial’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
2025
Q3 		– Sell
-253
Closed -$7.44K – 5523
2025
Q2 		$7.44K Buy
+253
New +$7.09K ﹤0.01% 6042

Other funds holding ESIX

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
LPAM
Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return
PWM
Paulson Wealth Management Wheaton, Illinois $471M AUM 22.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $371M AUM 16.82% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Raymond James Financial's ESIX Position: Q3 2025 in Review

Raymond James Financial sold out of State Street SPDR S&P SmallCap 600 ESG ETF (ESIX) in Q3 2025, closing a stake of 253 shares — an estimated $7.44K sold.

Raymond James Financial first reported a position in ESIX in Q2 2025 and held it in 1 quarter. The position peaked at $7.44K in Q2 2025. 14 funds tracked by Wall St. Rank hold ESIX as of Q3 2025.

  • Raymond James Financial reported no remaining State Street SPDR S&P SmallCap 600 ESG ETF position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 253 State Street SPDR S&P SmallCap 600 ESG ETF shares in Q3 2025, an estimated $7.44K.
  • Raymond James Financial first reported a position in State Street SPDR S&P SmallCap 600 ESG ETF in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's State Street SPDR S&P SmallCap 600 ESG ETF position peaked at $7.44K in Q2 2025.
  • 14 funds tracked by Wall St. Rank held State Street SPDR S&P SmallCap 600 ESG ETF as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.