Sheets Smith Wealth Management’s SPDR S&P SmallCap 600 ESG ETF ESIX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$202K Buy
2025
Q1
Sell
2024
Q4
$216K Hold
2024
Q3
$217K Buy