Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / S&P 500 ESG ETF
-
Number of holders
-
12
-
Total 13F shares, excl. options
-
249,840
-
Shares change
-
+97,077
-
Total reported value, excl. options
-
$10,029,000
-
Value change
-
+$4,002,870
-
Number of buys
-
12
-
Number of sells
-
-2
-
Price
-
$40.14
Significant Holders of SPDR SERIES TRUST - S&P 500 ESG ETF (EFIV) as of Q2 2021
14 filings reported holding EFIV - SPDR SERIES TRUST - S&P 500 ESG ETF as of Q2 2021.
SPDR SERIES TRUST - S&P 500 ESG ETF (EFIV) has 12 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 249,840 shares
.
Largest 10 shareholders include GOLDMAN SACHS GROUP INC (56,010 shares), Baltimore-Washington Financial Advisors, Inc. (49,250 shares), FLAGSHIP HARBOR ADVISORS, LLC (40,985 shares), RAYMOND JAMES & ASSOCIATES (29,544 shares), CITADEL ADVISORS LLC (17,172 shares), Keystone Financial Group (15,239 shares), LPL Financial LLC (14,964 shares), Tower Research Capital LLC (TRC) (11,599 shares), BerganKDV Wealth Management, LLC (7,752 shares), and BRAVE ASSET MANAGEMENT INC (5,357 shares).
This table shows the top 12 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.