Private Advisor Group LLC reduced its position in shares of SPDR S&P 500 ESG ETF (NYSEARCA:EFIV – Free Report) by 18.5% during the 1st quarter, HoldingsChannel.com reports. The fund owned 123,781 shares of the company’s stock after selling 28,007 shares during the quarter. Private Advisor Group LLC’s holdings in SPDR S&P 500 ESG ETF were worth $7,808,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other large investors have also recently added to or reduced their stakes in EFIV. Geneos Wealth Management Inc. grew its position 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 acquiring an additional 458 shares during the period. Rossby Financial LCC raised its holdings in shares of SPDR S&P 500 ESG ETF by 57.6% in the 4th quarter. Rossby Financial LCC now owns 908 shares of the company’s stock valued at $60,000 after purchasing an additional 332 shares during the period. Milestone Investment Advisors LLC lifted its stake in SPDR S&P 500 ESG ETF by 24.0% in the 4th quarter. Milestone Investment Advisors LLC now owns 1,017 shares of the company’s stock valued at $67,000 after purchasing an additional 197 shares during the last quarter. Kestra Advisory Services LLC acquired a new stake in SPDR S&P 500 ESG ETF in the 4th quarter valued at about $165,000. Finally, SFG Wealth Management LLC. acquired a new stake in SPDR S&P 500 ESG ETF in the 3rd quarter valued at about $214,000.
SPDR S&P 500 ESG ETF Stock Performance
SPDR S&P 500 ESG ETF stock opened at $72.34 on Monday. The stock has a 50-day simple moving average of $71.70 and a 200 day simple moving average of $68.11. The stock has a market capitalization of $1.09 billion, a P/E ratio of 24.61 and a beta of 1.00. SPDR S&P 500 ESG ETF has a 52 week low of $58.58 and a 52 week high of $73.74.
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.
Read More
- Five stocks we like better than SPDR S&P 500 ESG ETF
- Visa’s Open USD Push Puts Circle’s Stablecoin Moat Under Pressure
- This Under-the-Radar Industrial Is Quietly Powering AI
- Why Microsoft Looks Like the Best Big Tech Trade for H2 2026
- Strategy’s Bitcoin Pivot Gives Investors a New Reason to Watch Preferred Shares
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:EFIV – Free Report).
Receive News & Ratings for SPDR S&P 500 ESG ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for SPDR S&P 500 ESG ETF and related companies with MarketBeat.com's FREE daily email newsletter.
