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ESIX

State Street SPDR S&P SmallCap 600 ESG ETF
ESIX

Delisted

ESIX was delisted on the 12th of May, 2026.

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15 hedge funds and large institutions have $3.63M invested in State Street SPDR S&P SmallCap 600 ESG ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

11% more capital invested

Capital invested by funds: $3.28M → $3.63M (+$352K)

7% more funds holding

Funds holding: 14 → 15 (+1)

4.64% more ownership

Funds ownership: 46.46% → 51.1% (+4.6%)

Holders
15
Holders Change
+1
Holders Change %
+7.14%
% of All Funds
0.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
5
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$238K
2
PWM
Paulson Wealth Management
Illinois
+$40.6K
3
LPAM
Lodestar Private Asset Management
California
+$35K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.73K
5
Truist Financial
Truist Financial
North Carolina
+$8.73K

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$10K
2
UBS Group
UBS Group
Switzerland
-$2.67K
3
AssetMark Inc
AssetMark Inc
California
-$94
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$1.15M -$10K -321 -0.9%
SC
2
Sapient Capital
Indiana
$1.05M – – –
PWM
3
Paulson Wealth Management
Illinois
$305K +$40.6K +1,297 +15%
LPAM
4
Lodestar Private Asset Management
California
$305K +$35K +1,119 +13%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$241K +$8.73K +279 +4%
Truist Financial
6
Truist Financial
North Carolina
$241K +$8.73K +279 +4%
Citadel Advisors
7
Citadel Advisors
Florida
$239K +$238K +7,603 New
PWMAI
8
PENSION & WEALTH MANAGEMENT ADVISORS, INC.
Massachusetts
$20.9K – – –
NS
9
NBC Securities
Alabama
$18.1K – – –
Osaic Holdings
10
Osaic Holdings
Arizona
$17.7K – – –
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$17K – – –
SAG
12
SageView Advisory Group
California
$8.56K +$8.51K +272 New
Morgan Stanley
13
Morgan Stanley
New York
$6.64K +$31 +1 +0.5%
ACA
14
Aptus Capital Advisors
Alabama
$4.06K – – –
AssetMark Inc
15
AssetMark Inc
California
$378 -$94 -3 -20%
UBS Group
16
UBS Group
Switzerland
– -$2.67K -85 Closed

ESIX Hedge Fund Activity: Q4 2025 in Review

15 of the 8,252 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P SmallCap 600 ESG ETF (ESIX) for Q4 2025, worth a combined $3.63M — up 11% from $3.28M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new ESIX positions and 1 closed out — a net gain of 1 holder — while 5 added to existing stakes and 2 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $238K. The largest seller was HighTower Advisors, cutting an estimated $10K.

  • 15 institutional investors held State Street SPDR S&P SmallCap 600 ESG ETF (ESIX) as of Q4 2025, up from 14 in Q3 2025.
  • Funds reported $3.63M of State Street SPDR S&P SmallCap 600 ESG ETF stock for Q4 2025, up 11% quarter-over-quarter.
  • 2 funds opened new State Street SPDR S&P SmallCap 600 ESG ETF positions in Q4 2025 and 1 closed out, a net change of +1 holder.
  • The largest State Street SPDR S&P SmallCap 600 ESG ETF buyer in Q4 2025 was Citadel Advisors, an estimated $238K added.
  • The largest State Street SPDR S&P SmallCap 600 ESG ETF seller in Q4 2025 was HighTower Advisors, an estimated $10K sold.

Based on aggregated 13F filings for Q4 2025.