Horizon Wealth Management LLC Makes New Investment in SPDR S&P 500 ESG ETF (NYSEARCA:EFIV)

Horizon Wealth Management LLC acquired a new stake in SPDR S&P 500 ESG ETF (NYSEARCA:EFIVFree Report) in the 4th quarter, Holdings Channel reports. The firm acquired 3,665 shares of the company’s stock, valued at approximately $207,000.

A number of other institutional investors also recently modified their holdings of the stock. Perennial Investment Advisors LLC bought a new position in SPDR S&P 500 ESG ETF in the second quarter worth approximately $276,000. Benjamin F. Edwards & Company Inc. increased its stake in SPDR S&P 500 ESG ETF by 371.3% during the 2nd quarter. Benjamin F. Edwards & Company Inc. now owns 1,197 shares of the company’s stock valued at $64,000 after purchasing an additional 943 shares in the last quarter. Front Row Advisors LLC acquired a new position in SPDR S&P 500 ESG ETF during the second quarter worth $182,000. Northwestern Mutual Wealth Management Co. lifted its stake in shares of SPDR S&P 500 ESG ETF by 5.1% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 19,332 shares of the company’s stock valued at $1,027,000 after buying an additional 944 shares in the last quarter. Finally, Brown Financial Advisors acquired a new position in shares of SPDR S&P 500 ESG ETF during the second quarter valued at about $155,000.

SPDR S&P 500 ESG ETF Price Performance

Shares of NYSEARCA:EFIV traded up $0.12 during midday trading on Monday, hitting $56.03. 18,501 shares of the company’s stock were exchanged, compared to its average volume of 270,286. SPDR S&P 500 ESG ETF has a 12 month low of $45.71 and a 12 month high of $58.93. The company has a market cap of $1.31 billion, a PE ratio of 25.21 and a beta of 1.02. The stock has a 50 day moving average price of $57.52 and a 200-day moving average price of $55.53.

SPDR S&P 500 ESG ETF Profile

(Free Report)

The SPDR S&P 500 ESG ETF (EFIV) is an exchange-traded fund that is based on the S&P 500 ESG index. The fund tracks a market-cap weighted index of S&P 500 stocks that are screened for sustainability criteria related to ESG factors. EFIV was launched on Jul 27, 2020 and is managed by State Street.

Further Reading

Want to see what other hedge funds are holding EFIV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for SPDR S&P 500 ESG ETF (NYSEARCA:EFIVFree Report).

Institutional Ownership by Quarter for SPDR S&P 500 ESG ETF (NYSEARCA:EFIV)

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