State Street SPDR S&P SmallCap 600 ESG ETF
ESIX
ESIX was delisted on the 12th of May, 2026.
14 hedge funds and large institutions have $3.28M invested in State Street SPDR S&P SmallCap 600 ESG ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 3 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
0.38% more ownership
Funds ownership: 46.08% → 46.46% (+0.38%)
0% more funds holding
Funds holding: 14 → 14 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
3% less capital invested
Capital invested by funds: $3.39M → $3.28M (-$113K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPAM
Lodestar Private Asset Management
Alamo,
California
|
+$263K |
| 2 |
PWM
Paulson Wealth Management
Wheaton,
Illinois
|
+$37.5K |
| 3 |
PWMAI
PENSION & WEALTH MANAGEMENT ADVISORS, INC.
Waltham,
Massachusetts
|
+$20.5K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$16.7K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$16.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCFA
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
-$423K |
| 2 |
SSWM
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
-$202K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$29.5K |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
-$7.44K |
| 5 |
Morgan Stanley
New York
|
-$31 |
ESIX Hedge Fund Activity: Q3 2025 in Review
14 of the 7,631 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P SmallCap 600 ESG ETF (ESIX) for Q3 2025, worth a combined $3.28M — down 3.3% from $3.39M a quarter earlier.
Fund positioning in ESIX was balanced in Q3 2025: 3 funds opened new positions, 3 closed out, 6 added to existing stakes and 2 trimmed.
The largest buyer was Lodestar Private Asset Management, opening a new position worth an estimated $263K. The largest seller was Walkner Condon Financial Advisors, exiting entirely with an estimated $423K sold.
- 14 institutional investors held State Street SPDR S&P SmallCap 600 ESG ETF (ESIX) as of Q3 2025, unchanged from Q2 2025.
- Funds reported $3.28M of State Street SPDR S&P SmallCap 600 ESG ETF stock for Q3 2025, down 3.3% quarter-over-quarter.
- 3 funds opened new State Street SPDR S&P SmallCap 600 ESG ETF positions in Q3 2025 and 3 closed out, a net change of 0 holders.
- The largest State Street SPDR S&P SmallCap 600 ESG ETF buyer in Q3 2025 was Lodestar Private Asset Management, an estimated $263K added.
- The largest State Street SPDR S&P SmallCap 600 ESG ETF seller in Q3 2025 was Walkner Condon Financial Advisors, an estimated $423K sold.
Based on aggregated 13F filings for Q3 2025.