Olde Wealth Management LLC Takes Position in SPDR S&P 500 ESG ETF $EFIV

Olde Wealth Management LLC bought a new position in shares of SPDR S&P 500 ESG ETF (NYSEARCA:EFIV) in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund bought 474,179 shares of the company’s stock, valued at approximately $31,039,000. SPDR S&P 500 ESG ETF comprises approximately 9.6% of Olde Wealth Management LLC’s portfolio, making the stock its 2nd biggest position. Olde Wealth Management LLC owned approximately 2.65% of SPDR S&P 500 ESG ETF at the end of the most recent reporting period.

Other hedge funds have also added to or reduced their stakes in the company. Goldman Sachs Group Inc. increased its position in SPDR S&P 500 ESG ETF by 537.9% in the first quarter. Goldman Sachs Group Inc. now owns 56,242 shares of the company’s stock worth $3,009,000 after purchasing an additional 47,425 shares during the period. Jane Street Group LLC lifted its position in SPDR S&P 500 ESG ETF by 21.5% during the 1st quarter. Jane Street Group LLC now owns 21,471 shares of the company’s stock valued at $1,149,000 after purchasing an additional 3,795 shares during the period. Geneos Wealth Management Inc. boosted its stake in shares of SPDR S&P 500 ESG ETF by 193.2% in the 1st quarter. Geneos Wealth Management Inc. now owns 695 shares of the company’s stock valued at $37,000 after purchasing an additional 458 shares during the last quarter. Good Life Advisors LLC boosted its stake in shares of SPDR S&P 500 ESG ETF by 25.4% in the 2nd quarter. Good Life Advisors LLC now owns 6,505 shares of the company’s stock valued at $381,000 after purchasing an additional 1,316 shares during the last quarter. Finally, Thompson Davis & CO. Inc. acquired a new stake in shares of SPDR S&P 500 ESG ETF during the 2nd quarter worth approximately $227,000.

SPDR S&P 500 ESG ETF Price Performance

EFIV opened at $64.20 on Friday. The company has a market cap of $956.58 million, a price-to-earnings ratio of 24.61 and a beta of 1.01. The firm has a 50 day simple moving average of $66.78 and a 200 day simple moving average of $65.19. SPDR S&P 500 ESG ETF has a fifty-two week low of $46.17 and a fifty-two week high of $68.11.

About SPDR S&P 500 ESG ETF

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.