SAG
ESIX

SageView Advisory Group’s State Street SPDR S&P SmallCap 600 ESG ETF ESIX Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-272
Closed -$8.56K – 1162
2025
Q4 		$8.56K Buy
+272
New +$8.51K ﹤0.01% 1772

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
PWM
Paulson Wealth Management Wheaton, Illinois $471M AUM 22.04% 1-Year Est. Return
LPAM
Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
TFA
TPG Financial Advisors Portland, Oregon $335M AUM 14.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $371M AUM 16.82% 1-Year Est. Return

SageView Advisory Group's ESIX Position: Q1 2026 in Review

SageView Advisory Group sold out of State Street SPDR S&P SmallCap 600 ESG ETF (ESIX) in Q1 2026, closing a stake of 272 shares — an estimated $8.56K sold.

SageView Advisory Group first reported a position in ESIX in Q4 2025 and held it in 1 quarter. The position peaked at $8.56K in Q4 2025. 15 funds tracked by Wall St. Rank hold ESIX as of Q1 2026.

  • SageView Advisory Group reported no remaining State Street SPDR S&P SmallCap 600 ESG ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 272 State Street SPDR S&P SmallCap 600 ESG ETF shares in Q1 2026, an estimated $8.56K.
  • SageView Advisory Group first reported a position in State Street SPDR S&P SmallCap 600 ESG ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's State Street SPDR S&P SmallCap 600 ESG ETF position peaked at $8.56K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held State Street SPDR S&P SmallCap 600 ESG ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.