Schmidt P J Investment Management Inc. Makes New Investment in SPDR S&P 500 ESG ETF $EFIV

Schmidt P J Investment Management Inc. bought a new position in shares of SPDR S&P 500 ESG ETF (NYSEARCA:EFIV) during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 15,885 shares of the company’s stock, valued at approximately $1,176,000. Schmidt P J Investment Management Inc. owned approximately 0.11% of SPDR S&P 500 ESG ETF as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently bought and sold shares of the company. Tompkins Financial Corp purchased a new position in shares of SPDR S&P 500 ESG ETF in the third quarter valued at $31,046,000. Koss Olinger Consulting LLC boosted its position in shares of SPDR S&P 500 ESG ETF by 0.9% in the 1st quarter. Koss Olinger Consulting LLC now owns 412,410 shares of the company’s stock worth $26,015,000 after buying an additional 3,563 shares in the last quarter. Allworth Financial LP boosted its position in shares of SPDR S&P 500 ESG ETF by 2.4% in the 2nd quarter. Allworth Financial LP now owns 224,885 shares of the company’s stock worth $16,401,000 after buying an additional 5,348 shares in the last quarter. Principal Financial Group Inc. grew its stake in SPDR S&P 500 ESG ETF by 20.8% in the 1st quarter. Principal Financial Group Inc. now owns 186,007 shares of the company’s stock valued at $11,733,000 after acquiring an additional 32,030 shares during the last quarter. Finally, Integrated Wealth Concepts LLC grew its stake in SPDR S&P 500 ESG ETF by 0.6% in the 2nd quarter. Integrated Wealth Concepts LLC now owns 90,608 shares of the company’s stock valued at $6,608,000 after acquiring an additional 515 shares during the last quarter.

SPDR S&P 500 ESG ETF Trading Up 1.4%

NYSEARCA:EFIV opened at $73.81 on Thursday. The company has a market capitalization of $1.06 billion, a P/E ratio of 24.61 and a beta of 1.01. The firm has a 50-day moving average price of $74.38 and a two-hundred day moving average price of $70.82. SPDR S&P 500 ESG ETF has a twelve month low of $61.10 and a twelve month high of $76.28.

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.