Perennial Investment Advisors LLC Takes Position in SPDR S&P 500 ESG ETF (NYSEARCA:EFIV)

Perennial Investment Advisors LLC purchased a new position in shares of SPDR S&P 500 ESG ETF (NYSEARCA:EFIV) in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 5,198 shares of the company’s stock, valued at approximately $276,000.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Retirement Capital Strategies raised its position in SPDR S&P 500 ESG ETF by 476.5% in the fourth quarter. Retirement Capital Strategies now owns 710,516 shares of the company’s stock valued at $32,826,000 after purchasing an additional 587,261 shares during the period. Koss Olinger Consulting LLC purchased a new stake in shares of SPDR S&P 500 ESG ETF in the 2nd quarter valued at $18,691,000. SOA Wealth Advisors LLC. lifted its stake in SPDR S&P 500 ESG ETF by 801.3% during the 2nd quarter. SOA Wealth Advisors LLC. now owns 90,489 shares of the company’s stock worth $4,805,000 after acquiring an additional 80,449 shares in the last quarter. Private Advisor Group LLC boosted its holdings in SPDR S&P 500 ESG ETF by 67.0% during the 1st quarter. Private Advisor Group LLC now owns 53,386 shares of the company’s stock valued at $2,703,000 after acquiring an additional 21,426 shares during the period. Finally, Principal Financial Group Inc. grew its position in SPDR S&P 500 ESG ETF by 11.2% in the 4th quarter. Principal Financial Group Inc. now owns 204,062 shares of the company’s stock valued at $9,428,000 after acquiring an additional 20,613 shares in the last quarter.

SPDR S&P 500 ESG ETF Price Performance

Shares of NYSEARCA:EFIV opened at $54.58 on Wednesday. The firm has a market capitalization of $1.27 billion, a PE ratio of 25.21 and a beta of 1.02. SPDR S&P 500 ESG ETF has a 1 year low of $39.90 and a 1 year high of $55.42. The firm’s 50-day moving average is $53.67 and its two-hundred day moving average is $51.87.

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.