Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / S&P 500 ESG ETF
-
Number of holders
-
103
-
Total 13F shares, excl. options
-
4,471,844
-
Shares change
-
+595,840
-
Total reported value, excl. options
-
$237,507,704
-
Value change
-
+$31,722,368
-
Number of buys
-
57
-
Number of sells
-
-35
-
Price
-
$53.10
Significant Holders of SPDR SERIES TRUST - S&P 500 ESG ETF (EFIV) as of Q2 2024
109 filings reported holding EFIV - SPDR SERIES TRUST - S&P 500 ESG ETF as of Q2 2024.
SPDR SERIES TRUST - S&P 500 ESG ETF (EFIV) has 103 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,471,844 shares
.
Largest 10 shareholders include Bank of Italy (771,136 shares), RETIREMENT CAPITAL STRATEGIES (697,951 shares), Baltimore-Washington Financial Advisors, Inc. (380,256 shares), Koss-Olinger Consulting, LLC (351,995 shares), Laurel Wealth Planning LLC (222,197 shares), LPL Financial LLC (213,486 shares), Financial Network Wealth Management LLC (177,184 shares), PRINCIPAL FINANCIAL GROUP INC (153,869 shares), Financial Engines Advisors L.L.C. (100,685 shares), and Blue Edge Capital, LLC (96,561 shares).
This table shows the top 103 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.