SPDR S&P 500 ESG ETF (NYSEARCA:EFIV) Shares Purchased by McClarren Financial Advisors Inc.

McClarren Financial Advisors Inc. raised its stake in SPDR S&P 500 ESG ETF (NYSEARCA:EFIV) by 25.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,758 shares of the company’s stock after purchasing an additional 1,361 shares during the period. SPDR S&P 500 ESG ETF comprises 1.0% of McClarren Financial Advisors Inc.’s investment portfolio, making the stock its 17th biggest position. McClarren Financial Advisors Inc.’s holdings in SPDR S&P 500 ESG ETF were worth $381,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. SOA Wealth Advisors LLC. raised its holdings in SPDR S&P 500 ESG ETF by 38.0% in the fourth quarter. SOA Wealth Advisors LLC. now owns 137,470 shares of the company’s stock valued at $7,764,000 after acquiring an additional 37,880 shares in the last quarter. Verus Wealth Management LLC purchased a new stake in shares of SPDR S&P 500 ESG ETF in the 4th quarter valued at approximately $503,000. Denver Wealth Management Inc. raised its holdings in shares of SPDR S&P 500 ESG ETF by 12.5% in the 4th quarter. Denver Wealth Management Inc. now owns 11,391 shares of the company’s stock valued at $643,000 after purchasing an additional 1,265 shares in the last quarter. Flagship Harbor Advisors LLC purchased a new stake in shares of SPDR S&P 500 ESG ETF during the 4th quarter worth $207,000. Finally, Sheets Smith Wealth Management lifted its position in shares of SPDR S&P 500 ESG ETF by 11.0% during the 4th quarter. Sheets Smith Wealth Management now owns 46,484 shares of the company’s stock worth $2,625,000 after purchasing an additional 4,593 shares during the last quarter.

SPDR S&P 500 ESG ETF Price Performance

SPDR S&P 500 ESG ETF stock opened at $57.37 on Thursday. The stock has a market cap of $1.34 billion, a PE ratio of 25.21 and a beta of 1.02. The stock’s fifty day moving average is $57.41 and its two-hundred day moving average is $56.05. SPDR S&P 500 ESG ETF has a 1-year low of $47.59 and a 1-year high of $58.93.

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.