Q3 2020 13F Holders as of 9/30/2020
-
Type / Class
-
Equity / S&P 500 ESG ETF
-
Number of holders
-
4
-
Total shares
-
21.5K
-
Shares change
-
+21.5K
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Total reported value, excl. options
-
$679K
-
Value change
-
+$679K
-
Number of buys
-
4
-
Price
-
$31.54
Significant Holders of SPDR SER TR - S&P 500 ESG ETF (EFIV) as of Q3 2020
4 filings reported holding EFIV - SPDR SER TR - S&P 500 ESG ETF as of Q3 2020.
SPDR SER TR - S&P 500 ESG ETF (EFIV) has 4 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 21.5K shares
.
Largest 5 shareholders include CITADEL ADVISORS LLC (13.3K shares), Baltimore-Washington Financial Advisors, Inc. (7.4K shares), BerganKDV Wealth Management, LLC (747 shares), OPTIMUM INVESTMENT ADVISORS (100 shares), and UBS Group AG (82 shares).
This table shows the top 4 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.