Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / S&P 500 ESG ETF
-
Total 13F shares
-
4,464,889
-
Share change
-
+595,840
-
Total reported value
-
$237,106,193
-
Price per share
-
$53.10
-
Number of holders
-
101
-
Value change
-
+$31,722,387
-
Number of buys
-
57
-
Number of sells
-
35
Institutional Holders of SPDR SERIES TRUST - S&P 500 ESG ETF (EFIV) as of Q2 2024
As of 30 Jun 2024,
SPDR SERIES TRUST - S&P 500 ESG ETF (EFIV) was held by
101 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,464,889 shares.
The largest 10 holders included
Bank of Italy, RETIREMENT CAPITAL STRATEGIES, Baltimore-Washington Financial Advisors, Inc., Koss-Olinger Consulting, LLC, Laurel Wealth Planning LLC, LPL Financial LLC, Financial Network Wealth Management LLC, PRINCIPAL FINANCIAL GROUP INC, Financial Engines Advisors L.L.C., and Blue Edge Capital, LLC.
This page lists
103
institutional shareholders reporting positions in this security
for the Q2 2024 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.