Q2 2022 13F Holders as of 30 Jun 2022
-
Type / Class
-
Equity / S&P 500 ESG ETF
-
Number of holders
-
36
-
Total 13F shares, excl. options
-
2,777,247
-
Shares change
-
+25,725
-
Total reported value, excl. options
-
$100,618,608
-
Value change
-
+$494,216
-
Number of buys
-
21
-
Number of sells
-
-13
-
Price
-
$36.23
Significant Holders of SPDR SERIES TRUST - S&P 500 ESG ETF (EFIV) as of Q2 2022
39 filings reported holding EFIV - SPDR SERIES TRUST - S&P 500 ESG ETF as of Q2 2022.
SPDR SERIES TRUST - S&P 500 ESG ETF (EFIV) has 36 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,777,247 shares
.
Largest 10 shareholders include Bank of Italy (771,136 shares), Integrated Wealth Concepts LLC (728,386 shares), LPL Financial LLC (378,948 shares), PFS INVESTMENTS INC. (145,124 shares), FLAGSHIP HARBOR ADVISORS, LLC (109,714 shares), Baltimore-Washington Financial Advisors, Inc. (107,951 shares), RAYMOND JAMES & ASSOCIATES (77,988 shares), Blue Edge Capital, LLC (69,600 shares), GOFEN & GLOSSBERG LLC /IL/ (50,000 shares), and Sage Advisory Services, Ltd.Co. (29,362 shares).
This table shows the top 36 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.