Larson Financial Group LLC Has $2.18 Million Stake in SPDR S&P 500 ESG ETF $EFIV

Larson Financial Group LLC grew its holdings in SPDR S&P 500 ESG ETF (NYSEARCA:EFIV) by 32.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 32,920 shares of the company’s stock after purchasing an additional 8,099 shares during the period. Larson Financial Group LLC’s holdings in SPDR S&P 500 ESG ETF were worth $2,178,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. Rossby Financial LCC acquired a new position in shares of SPDR S&P 500 ESG ETF in the 3rd quarter valued at about $37,000. Geneos Wealth Management Inc. increased its holdings 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 period. SFG Wealth Management LLC. acquired a new position in shares of SPDR S&P 500 ESG ETF in the 3rd quarter valued at about $214,000. JPMorgan Chase & Co. increased its holdings in shares of SPDR S&P 500 ESG ETF by 29.7% in the 2nd quarter. JPMorgan Chase & Co. now owns 3,694 shares of the company’s stock valued at $216,000 after purchasing an additional 846 shares during the period. Finally, Advisory Alpha LLC acquired a new position in shares of SPDR S&P 500 ESG ETF in the 3rd quarter valued at about $244,000.

SPDR S&P 500 ESG ETF Price Performance

Shares of EFIV opened at $71.22 on Wednesday. The company has a market capitalization of $1.20 billion, a price-to-earnings ratio of 24.61 and a beta of 1.01. SPDR S&P 500 ESG ETF has a fifty-two week low of $54.32 and a fifty-two week high of $72.73. The business’s 50-day moving average is $66.92 and its 200-day moving average is $66.47.

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.