Brown Brothers Harriman & Co. Invests $480,000 in SPDR S&P 500 ESG ETF (NYSEARCA:EFIV)

Posted by Karen Miller on Mar 31st, 2025

Brown Brothers Harriman & Co. acquired a new stake in shares of SPDR S&P 500 ESG ETF (NYSEARCA:EFIV – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 8,495 shares of the company’s stock, valued at approximately $480,000.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Human Investing LLC acquired a new position in SPDR S&P 500 ESG ETF during the 4th quarter valued at approximately $39,000. JPMorgan Chase & Co. grew its holdings in shares of SPDR S&P 500 ESG ETF by 100.0% during the fourth quarter. JPMorgan Chase & Co. now owns 1,041 shares of the company’s stock valued at $59,000 after buying an additional 7,439,083 shares during the last quarter. FMR LLC acquired a new position in shares of SPDR S&P 500 ESG ETF in the 3rd quarter valued at $62,000. Tradewinds Capital Management LLC raised its stake in SPDR S&P 500 ESG ETF by 60.6% in the 4th quarter. Tradewinds Capital Management LLC now owns 1,315 shares of the company’s stock worth $74,000 after acquiring an additional 496 shares during the last quarter. Finally, Larson Financial Group LLC lifted its position in SPDR S&P 500 ESG ETF by 53.2% during the 4th quarter. Larson Financial Group LLC now owns 2,066 shares of the company’s stock worth $117,000 after acquiring an additional 717 shares during the period.

SPDR S&P 500 ESG ETF Stock Performance

Shares of EFIV stock opened at $53.11 on Monday. SPDR S&P 500 ESG ETF has a fifty-two week low of $47.76 and a fifty-two week high of $58.93. The firm has a market capitalization of $1.58 billion, a PE ratio of 24.82 and a beta of 1.02. The stock’s 50-day simple moving average is $56.19 and its 200-day simple moving average is $56.54.

SPDR S&P 500 ESG ETF Announces Dividend

The firm also recently declared a dividend, which was paid on Wednesday, March 26th. Investors of record on Monday, March 24th were issued a $0.1638 dividend. The ex-dividend date of this dividend was Monday, March 24th.

SPDR S&P 500 ESG ETF Company 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.