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Get Institutions for : 
Spdr S And P 500 Esg Etf (EFIV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 77    1
Total shares held : 
4,369,877  
% of shares held : 
48.55%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  2  
Amount of shares held : 
759,594  
% of shares held change : 
  8.44%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 314,922
 7.21%
 
Increased Positions :
29
 776,176
 17.76%
 
Unchanged Positions :
12
 870,095
 19.91%
 
Decreased Positions :
28
-226,659
-5.19%
 
Closed Positions :
7
-104,845
-2.4%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Financial Network Wealth Management LLC 9 *New 2024-03-31 165,815 $8,315,000 165,815
   PRUDENTIAL FINANCIAL INC 2039 *New 2023-12-31 13,500 $624,000 13,500
   GOLDMAN SACHS GROUP INC/ 3995 *New 2023-12-31 7,190 $332,000 7,190
   Zhang Financial LLC 247 *New 2024-03-31 4,544 $230,000 4,544
   USAdvisors Wealth Management LLC 122 *New 2024-03-31 4,327 $219,000 4,327
   Good Life Advisors LLC 422 *New 2024-03-31 4,147 $210,000 4,147
   Chicago Capital LLC 283 *New 2024-03-31 4,090 $207,000 4,090
   HORIZON FINANCIAL SERVICES LLC 150 *New 2024-03-31 113 $6,000 113
   FTB Advisors Inc. 2234 *New 2024-03-31 1 $0 1
   J P MORGAN CHASE & CO 5917 *New 2024-03-31 367 $0 367

  10 Records found
  1    
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