Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / S&P 500 ESG ETF
-
Number of holders
-
29
-
Total 13F shares, excl. options
-
1,667,237
-
Shares change
-
+1,220,551
-
Total reported value, excl. options
-
$75,514,548
-
Value change
-
+$55,281,295
-
Number of buys
-
24
-
Number of sells
-
-3
-
Price
-
$45.29
Significant Holders of SPDR SERIES TRUST - S&P 500 ESG ETF (EFIV) as of Q4 2021
29 filings reported holding EFIV - SPDR SERIES TRUST - S&P 500 ESG ETF as of Q4 2021.
SPDR SERIES TRUST - S&P 500 ESG ETF (EFIV) has 29 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,667,237 shares
.
Largest 10 shareholders include Bank of Italy (771,136 shares), LPL Financial LLC (151,482 shares), Merriman Wealth Management, LLC (110,927 shares), FLAGSHIP HARBOR ADVISORS, LLC (84,487 shares), RAYMOND JAMES & ASSOCIATES (80,335 shares), Baltimore-Washington Financial Advisors, Inc. (74,612 shares), Blue Edge Capital, LLC (67,151 shares), PFS INVESTMENTS INC. (67,036 shares), JANE STREET GROUP, LLC (58,223 shares), and RETIREMENT CAPITAL STRATEGIES (41,129 shares).
This table shows the top 29 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.