Horizon Wealth Management LLC acquired a new stake in SPDR S&P 500 ESG ETF (NYSEARCA:EFIV – Free 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
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.
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