
SPDR S&P SmallCap 600 ESG ETF is an exchange-traded fund on ARCA. As of Q3 2025, 13 institutional investors hold shares in this ETF, with total holdings valued at $3.3M. HighTower Advisors, LLC is the largest holder with a position valued at $1.2M.
Overview of institutional ownership in ESIX as of Q3 2025
Institutions with the largest positions in ESIX as of Q3 2025
| Institution | Position Value |
|---|---|
HighTower Advisors, LLC RIA/Wealth | $1.2M 0.00% of portfolio |
SAPIENT CAPITAL LLC RIA/Wealth | $1.0M 0.02% of portfolio |
LODESTAR PRIVATE ASSET MANAGEMENT LLC RIA/Wealth | $268.6K 0.03% of portfolio |
Paulson Wealth Management Inc. RIA/Wealth | $263.5K 0.06% of portfolio |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $231.6K 0.00% of portfolio |
BB&T CORP Institution | $231.6K 0.00% of portfolio |
NBC SECURITIES, INC. RIA/Wealth | $18.0K 0.00% of portfolio |
A Advisor Group Holdings, Inc. Institution | $17.8K 0.00% of portfolio |
CWM, LLC RIA/Wealth | $17.4K 0.00% of portfolio |
MORGAN STANLEY RIA/Wealth | $6.6K 0.00% of portfolio |
Institutional buying and selling activity for ESIX in Q3 2025
| Institution | Net Bought |
|---|---|
LODESTAR PRIVATE ASSET MANAGEMENT LLC RIA/Wealth | +$268.6K +8.6K shares |
Paulson Wealth Management Inc. RIA/Wealth | +$38.2K +1.2K shares |
BB&T CORP Institution | +$17.0K +542.0 shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$17.0K +542.0 shares |
CWM, LLC RIA/Wealth | +$4.9K +157.0 shares |
UBS Group AG Institution | +$2.7K +85.0 shares |
A Advisor Group Holdings, Inc. Institution | +$633.2 +20.0 shares |
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager | +$31.3 +1.0 shares |
| Institution | Net Sold |
|---|---|
Walkner Condon Financial Advisors LLC RIA/Wealth | −$422.8K −14.4K shares |
SHEETS SMITH WEALTH MANAGEMENT RIA/Wealth | −$202.1K −6.9K shares |
HighTower Advisors, LLC RIA/Wealth | −$30.1K −959.0 shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$7.4K −253.0 shares |
MORGAN STANLEY RIA/Wealth | −$31.4 −1.0 shares |
Institutions that initiated new positions or completely exited ESIX in Q3 2025
| Institution | Position Value |
|---|---|
LODESTAR PRIVATE ASSET MANAGEMENT LLC RIA/Wealth | $268.6K 8.6K shares |
| Institution | Previous Position |
|---|---|
Walkner Condon Financial Advisors LLC RIA/Wealth | $422.8K 14.4K shares |
SHEETS SMITH WEALTH MANAGEMENT RIA/Wealth | $202.1K 6.9K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $7.4K 253.0 shares |
Institutions with the largest Call and Put options positions in ESIX as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with ESIX as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Paulson Wealth Management Inc. RIA/Wealth | 0.06% $263.5K |
LODESTAR PRIVATE ASSET MANAGEMENT LLC RIA/Wealth | 0.03% $268.6K |
SAPIENT CAPITAL LLC RIA/Wealth | 0.02% $1.0M |
NBC SECURITIES, INC. RIA/Wealth | 0.00% $18.0K |
HighTower Advisors, LLC RIA/Wealth | 0.00% $1.2M |
BB&T CORP Institution | 0.00% $231.6K |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | 0.00% $231.6K |
CWM, LLC RIA/Wealth | 0.00% $17.4K |
Aptus Capital Advisors, LLC ETF Provider | 0.00% $4.0K |
A Advisor Group Holdings, Inc. Institution | 0.00% $17.8K |
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