State Street SPDR S&P SmallCap 600 ESG ETF
ESIX
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- SPDR S&P SmallCap 600 ESG ETF (ESIX) is an exchange-traded fund that seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P SmallCap 600 ESG Index. The fund tracks an index comprising small-capitalization U.S. companies selected from the S&P SmallCap 600 Index based on environmental, social, and governance (ESG) criteria, while aiming to maintain similar overall industry group weights as the broader benchmark; it offers investors exposure to small-cap equities with enhanced sustainability characteristics, including lower carbon risk exposure (12.5 asset-weighted Carbon Risk Score) and reduced fossil fuel involvement (approximately 4-5.8% of assets). ESIX primarily invests in common stocks of U.S. small-cap companies meeting ESG standards, with top holdings such as Mr. Cooper Group Inc., BorgWarner Inc., SPX Technologies Inc., Armstrong World Industries Inc., and Qorvo Inc.; it provides diversified sector exposure across U.S. equities (99.12% allocation), with minor non-U.S. stock (0.77%) and cash (0.10%) components. Launched on January 10, 2022, and domiciled in the United States, ESIX is managed by State Street Global Advisors (SSGA) within the SPDR Series Trust, with key portfolio managers Karl Schneider and Emiliano Rabinovich; the fund is headquartered in Boston, Massachusetts, through its sponsor State Street Global Advisors, and operates with a low net expense ratio of 0.12% and total net assets of approximately $7.13 million. It targets institutional and retail investors seeking small blend strategies with ESG integration, categorized under Morningstar's Small Blend segment. Recent developments include ongoing SEC filings reflecting standard portfolio adjustments and passive investment disclosures, such as 13G amendments related to SPDR Series Trust activities in 2024 and 2025; while no major acquisitions, new product launches, or strategic shifts specific to ESIX were announced in the past 1-2 years, the fund maintains its ESG-focused mandate amid broader SSGA enhancements to sustainable offerings, including fact sheet updates as of March 2025. ESIX exhibits an above-average Morningstar Sustainability Rating of 4 globes, underscoring its relatively low ESG risk profile compared to small-cap peers. The ETF trades on NYSE Arca and remains available for sale in the United States, with no reported reorganizations or name changes.