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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 $3.9M invested in State Street SPDR S&P SmallCap 600 ESG ETF in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

8% more capital invested

Capital invested by funds: $3.63M → $3.9M (+$275K)

3.55% more ownership

Funds ownership: 51.1% → 54.65% (+3.6%)

0% more funds holding

Funds holding: 15 → 15 (0)

Holders
15
Holders Change
–
Holders Change %
0%
% of All Funds
0.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
5
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TFA
TPG Financial Advisors
Oregon
+$219K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$63.9K
3
Osaic Holdings
Osaic Holdings
Arizona
+$44.1K
4
Truist Financial
Truist Financial
North Carolina
+$18.7K
5
PWM
Paulson Wealth Management
Illinois
+$3.54K

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$57.8K
2
Citadel Advisors
Citadel Advisors
Florida
-$23.3K
3
AssetMark Inc
AssetMark Inc
California
-$33
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$1.1M -$57.8K -1,762 -5%
SC
2
Sapient Capital
Indiana
$1.05M – – –
PWM
3
Paulson Wealth Management
Illinois
$311K +$3.54K +108 +1%
LPAM
4
Lodestar Private Asset Management
California
$310K +$2.39K +73 +0.8%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$305K +$63.9K +1,949 +25%
Truist Financial
6
Truist Financial
North Carolina
$261K +$18.7K +571 +7%
Citadel Advisors
7
Citadel Advisors
Florida
$219K -$23.3K -712 -9%
TFA
8
TPG Financial Advisors
Oregon
$212K +$219K +6,690 New
Osaic Holdings
9
Osaic Holdings
Arizona
$60.5K +$44.1K +1,344 +239%
PWMAI
10
PENSION & WEALTH MANAGEMENT ADVISORS, INC.
Massachusetts
$21.1K – – –
NS
11
NBC Securities
Alabama
$18.2K – – –
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$17.6K – – –
Morgan Stanley
13
Morgan Stanley
New York
$6.71K – – –
ACA
14
Aptus Capital Advisors
Alabama
$4.09K – – –
AssetMark Inc
15
AssetMark Inc
California
$349 -$33 -1 -8%

ESIX Hedge Fund Activity: Q1 2026 in Review

15 of the 8,150 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P SmallCap 600 ESG ETF (ESIX) for Q1 2026, worth a combined $3.9M — up 7.6% from $3.63M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new ESIX positions and 0 closed out — a net gain of 1 holder — while 5 added to existing stakes and 3 trimmed.

The largest buyer was TPG Financial Advisors, opening a new position worth an estimated $219K. The largest seller was HighTower Advisors, cutting an estimated $57.8K.

  • 15 institutional investors held State Street SPDR S&P SmallCap 600 ESG ETF (ESIX) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $3.9M of State Street SPDR S&P SmallCap 600 ESG ETF stock for Q1 2026, up 7.6% quarter-over-quarter.
  • 1 fund opened new State Street SPDR S&P SmallCap 600 ESG ETF positions in Q1 2026 and 0 closed out, a net change of +1 holder.
  • The largest State Street SPDR S&P SmallCap 600 ESG ETF buyer in Q1 2026 was TPG Financial Advisors, an estimated $219K added.
  • The largest State Street SPDR S&P SmallCap 600 ESG ETF seller in Q1 2026 was HighTower Advisors, an estimated $57.8K sold.

Based on aggregated 13F filings for Q1 2026.