Laurel Wealth Planning LLC Has $12 Million Stake in SPDR S&P 500 ESG ETF (NYSEARCA:EFIV)

Laurel Wealth Planning LLC decreased its position in SPDR S&P 500 ESG ETF (NYSEARCA:EFIV) by 3.2% during the 3rd quarter, Holdings Channel.com reports. The fund owned 215,191 shares of the company’s stock after selling 7,006 shares during the quarter. SPDR S&P 500 ESG ETF comprises 7.8% of Laurel Wealth Planning LLC’s investment portfolio, making the stock its largest holding. Laurel Wealth Planning LLC’s holdings in SPDR S&P 500 ESG ETF were worth $11,999,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in EFIV. Koss Olinger Consulting LLC acquired a new position in shares of SPDR S&P 500 ESG ETF during the 2nd quarter worth about $18,691,000. Private Advisor Group LLC grew its holdings in SPDR S&P 500 ESG ETF by 351.9% during the third quarter. Private Advisor Group LLC now owns 235,365 shares of the company’s stock valued at $13,124,000 after purchasing an additional 183,283 shares during the period. SOA Wealth Advisors LLC. increased its stake in SPDR S&P 500 ESG ETF by 801.3% in the second quarter. SOA Wealth Advisors LLC. now owns 90,489 shares of the company’s stock valued at $4,805,000 after purchasing an additional 80,449 shares in the last quarter. Sax Wealth Advisors LLC acquired a new stake in SPDR S&P 500 ESG ETF in the first quarter worth $798,000. Finally, Blue Edge Capital LLC boosted its position in shares of SPDR S&P 500 ESG ETF by 18.5% during the first quarter. Blue Edge Capital LLC now owns 91,343 shares of the company’s stock worth $4,626,000 after purchasing an additional 14,291 shares in the last quarter.

SPDR S&P 500 ESG ETF Stock Up 0.5 %

Shares of EFIV traded up $0.28 during trading hours on Friday, reaching $55.43. The stock had a trading volume of 7,158 shares, compared to its average volume of 81,580. The firm has a 50-day moving average of $55.22 and a 200 day moving average of $53.18. The company has a market cap of $1.29 billion, a P/E ratio of 25.21 and a beta of 1.02. SPDR S&P 500 ESG ETF has a 52 week low of $41.65 and a 52 week high of $56.85.

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.