Q1 2023 13F Holders as of 3/31/2023
-
Type / Class
-
Equity / S&P 500 ESG ETF
-
Number of holders
-
61
-
Total shares
-
3.22M
-
Shares change
-
-164K
-
Total reported value, excl. options
-
$127M
-
Value change
-
-$6.1M
-
Number of buys
-
34
-
Number of sells
-
-22
-
Price
-
$39.43
Significant Holders of SPDR SER TR - S&P 500 ESG ETF (EFIV) as of Q1 2023
60 filings reported holding EFIV - SPDR SER TR - S&P 500 ESG ETF as of Q1 2023.
SPDR SER TR - S&P 500 ESG ETF (EFIV) has 61 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.22M shares
.
Largest 10 shareholders include Integrated Wealth Concepts LLC (830K shares), Bank of Italy (771K shares), LPL Financial LLC (237K shares), Baltimore-Washington Financial Advisors, Inc. (179K shares), Koss-Olinger Consulting, LLC (127K shares), PFS INVESTMENTS INC. (106K shares), PRINCIPAL FINANCIAL GROUP INC (83.1K shares), Gradient Investments LLC (77.5K shares), Financial Engines Advisors L.L.C. (62.3K shares), and Blue Edge Capital, LLC (62.2K shares).
This table shows the top 61 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.