Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / S&P 500 ESG ETF
-
Total 13F shares
-
3,866,386
-
Share change
-
-569,068
-
Total reported value
-
$195,637,879
-
Price per share
-
$50.64
-
Number of holders
-
90
-
Value change
-
-$27,419,343
-
Number of buys
-
56
-
Number of sells
-
26
Institutional Holders of SPDR SERIES TRUST - S&P 500 ESG ETF (EFIV) as of Q1 2024
As of 31 Mar 2024,
SPDR SERIES TRUST - S&P 500 ESG ETF (EFIV) was held by
90 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,866,386 shares.
The largest 10 holders included
Bank of Italy, Integrated Wealth Concepts LLC, Baltimore-Washington Financial Advisors, Inc., Laurel Wealth Planning LLC, LPL Financial LLC, PRINCIPAL FINANCIAL GROUP INC, Financial Network Wealth Management LLC, RETIREMENT CAPITAL STRATEGIES, Financial Engines Advisors L.L.C., and Blue Edge Capital, LLC.
This page lists
90
institutional shareholders reporting positions in this security
for the Q1 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.