WCFA
ESIX

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

Walkner Condon 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
2025
Q3 		– Sell
-14,372
Closed -$423K – 301
2025
Q2 		$423K Sell
14,372
-3,038
-17% -$85.2K 0.08% 183
2025
Q1 		$495K Buy
17,410
+3,467
+25% +$106K 0.1% 155
2024
Q4 		$438K Buy
13,943
+2,532
+22% +$82K 0.09% 176
2024
Q3 		$361K Buy
+11,411
New +$349K 0.07% 190

Other funds holding ESIX

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $1.01B AUM 16.61% 1-Year Est. Return
PWM
Paulson Wealth Management Wheaton, Illinois $427M AUM 16.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Walkner Condon Financial Advisors's ESIX Position: Q3 2025 in Review

Walkner Condon Financial Advisors sold out of State Street SPDR S&P SmallCap 600 ESG ETF (ESIX) in Q3 2025, closing a stake of 14,372 shares — an estimated $423K sold.

Walkner Condon Financial Advisors first reported a position in ESIX in Q3 2024 and held it in 4 quarters. The position peaked at $495K in Q1 2025. 13 funds tracked by Wall St. Rank hold ESIX as of Q3 2025.

  • Walkner Condon Financial Advisors reported no remaining State Street SPDR S&P SmallCap 600 ESG ETF position as of Q3 2025 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 14,372 State Street SPDR S&P SmallCap 600 ESG ETF shares in Q3 2025, an estimated $423K.
  • Walkner Condon Financial Advisors first reported a position in State Street SPDR S&P SmallCap 600 ESG ETF in Q3 2024 and held it in 4 quarters.
  • Walkner Condon Financial Advisors's State Street SPDR S&P SmallCap 600 ESG ETF position peaked at $495K in Q1 2025.
  • 13 funds tracked by Wall St. Rank held State Street SPDR S&P SmallCap 600 ESG ETF as of Q3 2025.

Based on Walkner Condon Financial Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.