Retirement Capital Strategies decreased its holdings in SPDR S&P 500 ESG ETF (NYSEARCA:EFIV – Free Report) by 69.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 212,217 shares of the company’s stock after selling 473,038 shares during the period. SPDR S&P 500 ESG ETF accounts for about 4.5% of Retirement Capital Strategies’ holdings, making the stock its 7th biggest position. Retirement Capital Strategies owned 0.91% of SPDR S&P 500 ESG ETF worth $11,986,000 at the end of the most recent quarter.
Several other hedge funds also recently bought and sold shares of the company. CreativeOne Wealth LLC grew its stake in SPDR S&P 500 ESG ETF by 2.5% during the third quarter. CreativeOne Wealth LLC now owns 8,245 shares of the company’s stock valued at $460,000 after acquiring an additional 204 shares in the last quarter. Tradewinds Capital Management LLC grew its stake in SPDR S&P 500 ESG ETF by 60.6% during the fourth quarter. Tradewinds Capital Management LLC now owns 1,315 shares of the company’s stock valued at $74,000 after acquiring an additional 496 shares in the last quarter. Human Investing LLC purchased a new position in SPDR S&P 500 ESG ETF during the fourth quarter valued at approximately $39,000. Larson Financial Group LLC grew its stake in SPDR S&P 500 ESG ETF by 53.2% in the 4th quarter. Larson Financial Group LLC now owns 2,066 shares of the company’s stock worth $117,000 after buying an additional 717 shares in the last quarter. Finally, FMR LLC purchased a new position in SPDR S&P 500 ESG ETF in the 3rd quarter worth approximately $62,000.
SPDR S&P 500 ESG ETF Price Performance
EFIV stock opened at $53.61 on Tuesday. SPDR S&P 500 ESG ETF has a one year low of $47.76 and a one year high of $58.93. The stock has a market cap of $1.61 billion, a PE ratio of 26.94 and a beta of 1.02. The firm has a 50 day simple moving average of $57.00 and a two-hundred day simple moving average of $56.56.
SPDR S&P 500 ESG ETF Company 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.
Featured Stories
- Five stocks we like better than SPDR S&P 500 ESG ETF
- Business Services Stocks Investing
- How to Protect Your Portfolio When Inflation Is Rising
- What is Put Option Volume?
- 3 Tech Stocks Defying Sector Weakness and Thriving in 2025
- What is the S&P/TSX Index?
- Despite Challenges Novo Nordisk Plans to Crush GLP-1 Competitors
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.
