Q3 2021 13F Holders as of 9/30/2021
-
Type / Class
-
Equity / S&P 500 ESG ETF
-
Number of holders
-
15
-
Total shares
-
439K
-
Shares change
-
+189K
-
Total reported value, excl. options
-
$17.7M
-
Value change
-
+$7.62M
-
Number of buys
-
10
-
Number of sells
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-5
-
Price
-
$40.34
Significant Holders of SPDR SER TR - S&P 500 ESG ETF (EFIV) as of Q3 2021
15 filings reported holding EFIV - SPDR SER TR - S&P 500 ESG ETF as of Q3 2021.
SPDR SER TR - S&P 500 ESG ETF (EFIV) has 15 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 439K shares
.
Largest 10 shareholders include LPL Financial LLC (151K shares), Baltimore-Washington Financial Advisors, Inc. (59.9K shares), RETIREMENT CAPITAL STRATEGIES (41.2K shares), FLAGSHIP HARBOR ADVISORS, LLC (41K shares), GOLDMAN SACHS GROUP INC (36.5K shares), RAYMOND JAMES & ASSOCIATES (35.8K shares), JANE STREET GROUP, LLC (17.9K shares), Keystone Financial Group (15.2K shares), BerganKDV Wealth Management, LLC (14K shares), and CITADEL ADVISORS LLC (9.87K shares).
This table shows the top 15 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.