ESIX Institutional Ownership
State Street SPDR S&P SmallCap 600 ESG ETF
1W: -2.0%
1M: +0.1%
3M: +2.5%
YTD: +9.7%
1Y: +20.2%
3Y: +48.3%
$34.76
Last traded 2026-05-18 — delisted
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Institutional Ownership — ESIX
14
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
0
New Positions
0
Increased
14
Reduced
14
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (16 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CWM, LLC | 554 | $19K | — | +0.0% | 9Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 0 | $0K | -9,613 | -100.0% | 4Q | SEC ↗ |
| 3 | Aptus Capital Advisors, LLC | 0 | $0K | -129 | -100.0% | 6Q | SEC ↗ |
| 4 | PENSION & WEALTH MANAGEMENT ADVISORS, | 0 | $0K | -665 | -100.0% | 3Q | SEC ↗ |
| 5 | Paulson Wealth Management Inc. | 0 | $0K | -9,805 | -100.0% | 7Q | SEC ↗ |
| 6 | HighTower Advisors, LLC | 0 | $0K | -34,776 | -100.0% | 4Q | SEC ↗ |
| 7 | ASSETMARK, INC | 0 | $0K | -11 | -100.0% | 8Q | SEC ↗ |
| 8 | CITADEL ADVISORS LLC | 0 | $0K | -6,891 | -100.0% | 2Q | SEC ↗ |
| 9 | TRUIST FINANCIAL CORP | 0 | $0K | -8,235 | -100.0% | 4Q | SEC ↗ |
| 10 | NBC SECURITIES, INC. | 0 | $0K | -575 | -100.0% | 5Q | SEC ↗ |
| 11 | OSAIC HOLDINGS, INC. | 0 | $0K | -1,907 | -100.0% | 15Q | SEC ↗ |
| 12 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | 0 | $0K | -9,755 | -100.0% | 3Q | SEC ↗ |
| 13 | SAPIENT CAPITAL LLC | 0 | $0K | -33,152 | -100.0% | 7Q | SEC ↗ |
| 14 | MORGAN STANLEY | 0 | $0K | -211 | -100.0% | 11Q | SEC ↗ |
| 15 | TPG Financial Advisors, LLC | 0 | $0K | -6,690 | -100.0% | 1Q | SEC ↗ |
| 16 | SageView Advisory Group, LLC | 0 | $0K | -272 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (15)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| HighTower Advisors, LLC | 34,776 | $1M |
| SAPIENT CAPITAL LLC | 33,152 | $1M |
| Paulson Wealth Management Inc. | 9,805 | $341K |
| LODESTAR PRIVATE ASSET MANAGEMENT L | 9,755 | $339K |
| ENVESTNET ASSET MANAGEMENT INC | 9,613 | $334K |
| TRUIST FINANCIAL CORP | 8,235 | $286K |
| CITADEL ADVISORS LLC | 6,891 | $240K |
| TPG Financial Advisors, LLC | 6,690 | $233K |
| OSAIC HOLDINGS, INC. | 1,907 | $66K |
| PENSION & WEALTH MANAGEMENT ADVISOR | 665 | $23K |
| NBC SECURITIES, INC. | 575 | $20K |
| SageView Advisory Group, LLC | 272 | $9K |
| MORGAN STANLEY | 211 | $7K |
| Aptus Capital Advisors, LLC | 129 | $4K |
| ASSETMARK, INC | 11 | $0K |
Biggest Increases (0)
None.
Biggest Decreases (0)
None.