Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / S&P 500 ESG ETF
-
Total 13F shares
-
152,763
-
Share change
-
+79,158
-
Total reported value
-
$5,644,000
-
Price per share
-
$36.94
-
Number of holders
-
9
-
Value change
-
+$2,962,401
-
Number of buys
-
8
-
Number of sells
-
3
Institutional Holders of SPDR SERIES TRUST - S&P 500 ESG ETF (EFIV) as of Q1 2021
As of 31 Mar 2021,
SPDR SERIES TRUST - S&P 500 ESG ETF (EFIV) was held by
9 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
152,763 shares.
The largest 9 holders included
FLAGSHIP HARBOR ADVISORS, LLC, Merriman Wealth Management, LLC, RAYMOND JAMES & ASSOCIATES, Baltimore-Washington Financial Advisors, Inc., Keystone Financial Group, CITADEL ADVISORS LLC, LPL Financial LLC, BerganKDV Wealth Management, LLC, and RMR Wealth Builders.
This page lists
9
institutional shareholders reporting positions in this security
for the Q1 2021 filing period.
| 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.