State Street SPDR S&P SmallCap 600 ESG ETF
ESIX
ESIX was delisted on the 12th of May, 2026.
12 hedge funds and large institutions have $2.87M invested in State Street SPDR S&P SmallCap 600 ESG ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 1 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
54% more capital invested
Capital invested by funds: $1.86M → $2.87M (+$1.01M)
32.46% more ownership
Funds ownership: 58.86% → 91.33% (+32%)
9% more funds holding
Funds holding: 11 → 12 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Sapient Capital
Indianapolis,
Indiana
|
+$752K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$216K |
| 3 |
WCFA
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
+$82K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$7.78K |
| 5 |
PWM
Paulson Wealth Management
Wheaton,
Illinois
|
+$6.45K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NS
NBC Securities
Birmingham,
Alabama
|
-$18K |
| 2 |
Morgan Stanley
New York
|
-$648 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SC
1
Sapient Capital
Indianapolis,
Indiana
| $1.04M | +$752K | +23,204 | +233% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $707K | +$216K | +6,659 | +42% |
|
|
WCFA
3
Walkner Condon Financial Advisors
Madison,
Wisconsin
| $438K | +$82K | +2,532 | +22% |
|
|
SSWM
4
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| $216K | – | – | – |
|
|
PWM
5
Paulson Wealth Management
Wheaton,
Illinois
| $213K | +$6.45K | +199 | +3% |
|
6
HighTower Advisors
Chicago,
Illinois
| $212K | – | – | – |
|
7
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $12K | – | – | – |
|
|
8
Osaic Holdings
Scottsdale,
Arizona
| $11.3K | +$7.78K | +240 | +202% |
|
|
9
Morgan Stanley
New York
| $6.65K | -$648 | -20 | -9% |
|
10
UBS Group
Zurich,
Switzerland
| $5.15K | +$5.31K | +164 | New |
|
11
AssetMark Inc
Concord,
California
| $4.18K | +$32 | +1 | +0.8% |
|
|
ACA
12
Aptus Capital Advisors
Fairhope,
Alabama
| $1.89K | +$1.94K | +60 | New |
|
|
NS
13
NBC Securities
Birmingham,
Alabama
| – | -$18K | -575 | Closed |
|
ESIX Hedge Fund Activity: Q4 2024 in Review
12 of the 7,599 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P SmallCap 600 ESG ETF (ESIX) for Q4 2024, worth a combined $2.87M — up 54% from $1.86M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new ESIX positions and 1 closed out — a net gain of 1 holder — while 6 added to existing stakes and 1 trimmed.
The largest buyer was Sapient Capital, adding an estimated $752K. The largest seller was NBC Securities, exiting entirely with an estimated $18K sold.
- 12 institutional investors held State Street SPDR S&P SmallCap 600 ESG ETF (ESIX) as of Q4 2024, up from 11 in Q3 2024.
- Funds reported $2.87M of State Street SPDR S&P SmallCap 600 ESG ETF stock for Q4 2024, up 54% quarter-over-quarter.
- 2 funds opened new State Street SPDR S&P SmallCap 600 ESG ETF positions in Q4 2024 and 1 closed out, a net change of +1 holder.
- The largest State Street SPDR S&P SmallCap 600 ESG ETF buyer in Q4 2024 was Sapient Capital, an estimated $752K added.
- The largest State Street SPDR S&P SmallCap 600 ESG ETF seller in Q4 2024 was NBC Securities, an estimated $18K sold.
Based on aggregated 13F filings for Q4 2024.