Q4 2020 13F Holders as of 12/31/2020
-
Type / Class
-
Equity / S&P 500 ESG ETF
-
Number of holders
-
7
-
Total shares
-
73.6K
-
Shares change
-
+52K
-
Total reported value, excl. options
-
$2.57M
-
Value change
-
+$1.81M
-
Number of buys
-
6
-
Number of sells
-
-1
-
Price
-
$34.83
Significant Holders of SPDR SER TR - S&P 500 ESG ETF (EFIV) as of Q4 2020
7 filings reported holding EFIV - SPDR SER TR - S&P 500 ESG ETF as of Q4 2020.
SPDR SER TR - S&P 500 ESG ETF (EFIV) has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 73.6K shares
.
Largest 8 shareholders include Baltimore-Washington Financial Advisors, Inc. (19K shares), JANE STREET GROUP, LLC (16.7K shares), CITADEL ADVISORS LLC (15K shares), FLAGSHIP HARBOR ADVISORS, LLC (15K shares), LPL Financial LLC (6.21K shares), UBS Group AG (874 shares), BerganKDV Wealth Management, LLC (747 shares), and OPTIMUM INVESTMENT ADVISORS (0 shares).
This table shows the top 7 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.