SSWM
ESIX

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

Sheets Smith Wealth 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
2025
Q3 		– Sell
-6,868
Closed -$202K – 408
2025
Q2 		$202K Buy
+6,868
New +$193K 0.02% 389
2025
Q1 		– Sell
-6,868
Closed -$216K – 369
2024
Q4 		$216K Hold
6,868
– – 0.03% 363
2024
Q3 		$217K Buy
+6,868
New +$210K 0.03% 353

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

Sheets Smith Wealth Management's ESIX Position: Q3 2025 in Review

Sheets Smith Wealth Management sold out of State Street SPDR S&P SmallCap 600 ESG ETF (ESIX) in Q3 2025, closing a stake of 6,868 shares — an estimated $202K sold.

Sheets Smith Wealth Management first reported a position in ESIX in Q3 2024 and held it in 3 quarters. The position peaked at $217K in Q3 2024. 14 funds tracked by Wall St. Rank hold ESIX as of Q3 2025.

  • Sheets Smith Wealth Management reported no remaining State Street SPDR S&P SmallCap 600 ESG ETF position as of Q3 2025 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 6,868 State Street SPDR S&P SmallCap 600 ESG ETF shares in Q3 2025, an estimated $202K.
  • Sheets Smith Wealth Management first reported a position in State Street SPDR S&P SmallCap 600 ESG ETF in Q3 2024 and held it in 3 quarters.
  • Sheets Smith Wealth Management's State Street SPDR S&P SmallCap 600 ESG ETF position peaked at $217K in Q3 2024.
  • 14 funds tracked by Wall St. Rank held State Street SPDR S&P SmallCap 600 ESG ETF as of Q3 2025.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.