Q2 2021 13F Holders as of 6/30/2021
-
Type / Class
-
Equity / S&P 500 ESG ETF
-
Number of holders
-
12
-
Total shares
-
250K
-
Shares change
-
+97.1K
-
Total reported value, excl. options
-
$10M
-
Value change
-
+$4M
-
Number of buys
-
12
-
Number of sells
-
-2
-
Price
-
$40.14
Significant Holders of SPDR SER TR - S&P 500 ESG ETF (EFIV) as of Q2 2021
12 filings reported holding EFIV - SPDR SER TR - S&P 500 ESG ETF as of Q2 2021.
SPDR SER TR - S&P 500 ESG ETF (EFIV) has 12 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 250K shares
.
Largest 10 shareholders include GOLDMAN SACHS GROUP INC (56K shares), Baltimore-Washington Financial Advisors, Inc. (49.3K shares), FLAGSHIP HARBOR ADVISORS, LLC (41K shares), RAYMOND JAMES & ASSOCIATES (29.5K shares), CITADEL ADVISORS LLC (17.2K shares), Keystone Financial Group (15.2K shares), LPL Financial LLC (15K shares), Tower Research Capital LLC (TRC) (11.6K shares), BerganKDV Wealth Management, LLC (7.75K shares), and BRAVE ASSET MANAGEMENT INC (5.36K shares).
This table shows the top 12 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.