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

TPG Financial Advisors’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	$212K	Buy	+6,690	New	+$219K	0.07%	73

Other funds holding ESIX

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

PWM

Paulson Wealth Management Wheaton, Illinois $427M AUM 16.36% 1-Year Est. Return

LPAM

Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

TPG Financial Advisors's ESIX Position: Q1 2026 in Review

TPG Financial Advisors opened a new position in State Street SPDR S&P SmallCap 600 ESG ETF (ESIX) in Q1 2026: 6,690 shares worth $212K. The stake represents 0.07% of the portfolio and ranks #73 among its holdings.

14 funds tracked by Wall St. Rank hold ESIX as of Q1 2026.

TPG Financial Advisors held 6,690 shares of State Street SPDR S&P SmallCap 600 ESG ETF worth $212K as of Q1 2026.
State Street SPDR S&P SmallCap 600 ESG ETF was a new TPG Financial Advisors position in Q1 2026.
State Street SPDR S&P SmallCap 600 ESG ETF made up 0.07% of TPG Financial Advisors's portfolio in Q1 2026, its #73 holding.
14 funds tracked by Wall St. Rank held State Street SPDR S&P SmallCap 600 ESG ETF as of Q1 2026.

Based on TPG Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.