State Street SPDR S&P SmallCap 600 ESG ETF
ESIX
ESIX was delisted on the 12th of May, 2026.
11 hedge funds and large institutions have $2.31M invested in State Street SPDR S&P SmallCap 600 ESG ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 2 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
8% less funds holding
Funds holding: 12 → 11 (-1)
19% less capital invested
Capital invested by funds: $2.87M → $2.31M (-$558K)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
55.98% less ownership
Funds ownership: 91.33% → 35.35% (-56%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCFA
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
+$106K |
| 2 |
NS
NBC Securities
Birmingham,
Alabama
|
+$17.6K |
| 3 |
PWM
Paulson Wealth Management
Wheaton,
Illinois
|
+$8.91K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$6.95K |
| 5 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$153 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SSWM
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
-$216K |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$212K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$25.4K |
| 4 |
AssetMark Inc
Concord,
California
|
-$3.68K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$153 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SC
1
Sapient Capital
Indianapolis,
Indiana
| $943K | – | – | – |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $616K | -$25.4K | -829 | -4% |
|
|
WCFA
3
Walkner Condon Financial Advisors
Madison,
Wisconsin
| $495K | +$106K | +3,467 | +25% |
|
|
PWM
4
Paulson Wealth Management
Wheaton,
Illinois
| $201K | +$8.91K | +291 | +4% |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $16.7K | +$6.95K | +227 | +63% |
|
|
NS
6
NBC Securities
Birmingham,
Alabama
| $16K | +$17.6K | +575 | New |
|
7
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $11K | – | – | – |
|
8
Morgan Stanley
New York
| $5.97K | -$31 | -1 | -0.5% |
|
|
9
UBS Group
Zurich,
Switzerland
| $4.52K | -$153 | -5 | -3% |
|
|
ACA
10
Aptus Capital Advisors
Fairhope,
Alabama
| $1.85K | +$153 | +5 | +8% |
|
|
11
AssetMark Inc
Concord,
California
| $370 | -$3.68K | -120 | -90% |
|
|
SSWM
12
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| – | -$216K | -6,868 | Closed |
|
|
13
HighTower Advisors
Chicago,
Illinois
| – | -$212K | -6,762 | Closed |
|
ESIX Hedge Fund Activity: Q1 2025 in Review
11 of the 7,464 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P SmallCap 600 ESG ETF (ESIX) for Q1 2025, worth a combined $2.31M — down 19% from $2.87M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of ESIX and 1 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 4 added.
The largest buyer was Walkner Condon Financial Advisors, adding an estimated $106K. The largest seller was Sheets Smith Wealth Management, exiting entirely with an estimated $216K sold.
- 11 institutional investors held State Street SPDR S&P SmallCap 600 ESG ETF (ESIX) as of Q1 2025, down from 12 in Q4 2024.
- Funds reported $2.31M of State Street SPDR S&P SmallCap 600 ESG ETF stock for Q1 2025, down 19% quarter-over-quarter.
- 1 fund opened new State Street SPDR S&P SmallCap 600 ESG ETF positions in Q1 2025 and 2 closed out, a net change of -1 holder.
- The largest State Street SPDR S&P SmallCap 600 ESG ETF buyer in Q1 2025 was Walkner Condon Financial Advisors, an estimated $106K added.
- The largest State Street SPDR S&P SmallCap 600 ESG ETF seller in Q1 2025 was Sheets Smith Wealth Management, an estimated $216K sold.
Based on aggregated 13F filings for Q1 2025.