Q4 2021 13F Holders as of 12/31/2021
-
Type / Class
-
Equity / S&P 500 ESG ETF
-
Number of holders
-
29
-
Total shares
-
1.67M
-
Shares change
-
+1.22M
-
Total reported value, excl. options
-
$75.5M
-
Value change
-
+$55.3M
-
Number of buys
-
24
-
Number of sells
-
-3
-
Price
-
$45.29
Significant Holders of SPDR SER TR - S&P 500 ESG ETF (EFIV) as of Q4 2021
29 filings reported holding EFIV - SPDR SER TR - S&P 500 ESG ETF as of Q4 2021.
SPDR SER TR - S&P 500 ESG ETF (EFIV) has 29 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.67M shares
.
Largest 10 shareholders include Bank of Italy (771K shares), LPL Financial LLC (151K shares), Merriman Wealth Management, LLC (111K shares), FLAGSHIP HARBOR ADVISORS, LLC (84.5K shares), RAYMOND JAMES & ASSOCIATES (80.3K shares), Baltimore-Washington Financial Advisors, Inc. (74.6K shares), Blue Edge Capital, LLC (67.2K shares), PFS INVESTMENTS INC. (67K shares), JANE STREET GROUP, LLC (58.2K shares), and RETIREMENT CAPITAL STRATEGIES (41.1K shares).
This table shows the top 29 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.