Retirement Capital Strategies’s State Street SPDR S&P SmallCap 600 ESG ETF ESIX Stock Holding History

Retirement Capital Strategies’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
2023 Q3	–	Sell	-15,632	Closed	-$415K	–	62
2023 Q2	$415K	Buy	+15,632	New	+$396K	0.19%	50

Other funds holding ESIX

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Retirement Capital Strategies's ESIX Position: Q3 2023 in Review

Retirement Capital Strategies sold out of State Street SPDR S&P SmallCap 600 ESG ETF (ESIX) in Q3 2023, closing a stake of 15,632 shares — an estimated $415K sold.

Retirement Capital Strategies first reported a position in ESIX in Q2 2023 and held it in 1 quarter. The position peaked at $415K in Q2 2023. 4 funds tracked by Wall St. Rank hold ESIX as of Q3 2023.

Retirement Capital Strategies reported no remaining State Street SPDR S&P SmallCap 600 ESG ETF position as of Q3 2023 after selling out during the quarter.
Retirement Capital Strategies sold 15,632 State Street SPDR S&P SmallCap 600 ESG ETF shares in Q3 2023, an estimated $415K.
Retirement Capital Strategies first reported a position in State Street SPDR S&P SmallCap 600 ESG ETF in Q2 2023 and held it in 1 quarter.
Retirement Capital Strategies's State Street SPDR S&P SmallCap 600 ESG ETF position peaked at $415K in Q2 2023.
4 funds tracked by Wall St. Rank held State Street SPDR S&P SmallCap 600 ESG ETF as of Q3 2023.

Based on Retirement Capital Strategies's 13F filing for Q3 2023, filed 13 Nov 2023.