Q3 2022 13F Holders as of 9/30/2022
-
Type / Class
-
Equity / S&P 500 ESG ETF
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Number of holders
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49
-
Total shares
-
3.07M
-
Shares change
-
+285K
-
Total reported value, excl. options
-
$105M
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Value change
-
+$9.83M
-
Number of buys
-
36
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Number of sells
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-7
-
Price
-
$34.04
Significant Holders of SPDR SER TR - S&P 500 ESG ETF (EFIV) as of Q3 2022
48 filings reported holding EFIV - SPDR SER TR - S&P 500 ESG ETF as of Q3 2022.
SPDR SER TR - S&P 500 ESG ETF (EFIV) has 49 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.07M shares
.
Largest 10 shareholders include Bank of Italy (771K shares), Integrated Wealth Concepts LLC (770K shares), LPL Financial LLC (326K shares), PFS INVESTMENTS INC. (171K shares), Baltimore-Washington Financial Advisors, Inc. (125K shares), FLAGSHIP HARBOR ADVISORS, LLC (110K shares), Gradient Investments LLC (107K shares), Blue Edge Capital, LLC (66.8K shares), Merit Financial Group, LLC (57.3K shares), and GOFEN & GLOSSBERG LLC /IL/ (50.9K shares).
This table shows the top 49 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.