UBS Group
ESIX

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

UBS 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
2025
Q4 		– Sell
-85
Closed -$2.67K – 10678
2025
Q3 		$2.67K Buy
+85
New +$2.62K ﹤0.01% 9135
2025
Q2 		– Sell
-159
Closed -$4.52K – 10397
2025
Q1 		$4.52K Sell
159
-5
-3% -$153 ﹤0.01% 9094
2024
Q4 		$5.15K Buy
+164
New +$5.31K ﹤0.01% 8692
2024
Q3 		– Sell
-77
Closed -$2.23K – 9638
2024
Q2 		$2.23K Buy
77
+8
+12% +$233 ﹤0.01% 8402
2024
Q1 		$2.07K Buy
69
+67
+3,350% +$1.92K ﹤0.01% 7989
2023
Q4 		$58 Buy
+2
New +$52 ﹤0.01% 8973
2023
Q2 		– Sell
-95
Closed -$2.45K – 9098
2023
Q1 		$2.45K Buy
95
+58
+157% +$1.54K ﹤0.01% 8512
2022
Q4 		$935 Hold
37
– – ﹤0.01% 10028
2022
Q3 		$1K Hold
37
– – ﹤0.01% 9948
2022
Q2 		$1K Buy
+37
New +$981 ﹤0.01% 9855

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
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

UBS Group's ESIX Position: Q4 2025 in Review

UBS Group sold out of State Street SPDR S&P SmallCap 600 ESG ETF (ESIX) in Q4 2025, closing a stake of 85 shares — an estimated $2.67K sold.

UBS Group first reported a position in ESIX in Q2 2022 and held it in 10 quarters. The position peaked at $5.15K in Q4 2024. 15 funds tracked by Wall St. Rank hold ESIX as of Q4 2025.

  • UBS Group reported no remaining State Street SPDR S&P SmallCap 600 ESG ETF position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 85 State Street SPDR S&P SmallCap 600 ESG ETF shares in Q4 2025, an estimated $2.67K.
  • UBS Group first reported a position in State Street SPDR S&P SmallCap 600 ESG ETF in Q2 2022 and held it in 10 quarters.
  • UBS Group's State Street SPDR S&P SmallCap 600 ESG ETF position peaked at $5.15K in Q4 2024.
  • 15 funds tracked by Wall St. Rank held State Street SPDR S&P SmallCap 600 ESG ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.