Q3 2023 13F Holders as of 9/30/2023
-
Type / Class
-
Equity / S&P 500 ESG ETF
-
Number of holders
-
76
-
Total shares
-
3.62M
-
Shares change
-
+310K
-
Total reported value, excl. options
-
$150M
-
Value change
-
+$12.9M
-
Number of buys
-
41
-
Number of sells
-
-29
-
Price
-
$41.49
Significant Holders of SPDR SER TR - S&P 500 ESG ETF (EFIV) as of Q3 2023
75 filings reported holding EFIV - SPDR SER TR - S&P 500 ESG ETF as of Q3 2023.
SPDR SER TR - S&P 500 ESG ETF (EFIV) has 76 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.62M shares
.
Largest 10 shareholders include Bank of Italy (771K shares), Integrated Wealth Concepts LLC (521K shares), Baltimore-Washington Financial Advisors, Inc. (352K shares), Koss-Olinger Consulting, LLC (232K shares), PRINCIPAL FINANCIAL GROUP INC (183K shares), LPL Financial LLC (158K shares), RETIREMENT CAPITAL STRATEGIES (123K shares), Bank of New York Mellon Corp (95.5K shares), Financial Engines Advisors L.L.C. (77.7K shares), and Gradient Investments LLC (69.8K shares).
This table shows the top 76 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.