Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / S&P 500 ESG ETF
-
Total 13F shares
-
3,443,389
-
Share change
-
+211,058
-
Total reported value
-
$148,250,573
-
Price per share
-
$43.05
-
Number of holders
-
74
-
Value change
-
+$9,234,982
-
Number of buys
-
43
-
Number of sells
-
21
Institutional Holders of SPDR SERIES TRUST - S&P 500 ESG ETF (EFIV) as of Q2 2023
As of 30 Jun 2023,
SPDR SERIES TRUST - S&P 500 ESG ETF (EFIV) was held by
74 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,443,389 shares.
The largest 10 holders included
Bank of Italy, Integrated Wealth Concepts LLC, Baltimore-Washington Financial Advisors, Inc., RETIREMENT CAPITAL STRATEGIES, LPL Financial LLC, Koss-Olinger Consulting, LLC, PRINCIPAL FINANCIAL GROUP INC, PFS INVESTMENTS INC., Financial Engines Advisors L.L.C., and Gradient Investments LLC.
This page lists
75
institutional shareholders reporting positions in this security
for the Q2 2023 filing period.
| 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.