SPDR S&P 500 ESG ETF (NYSEARCA:EFIV) Position Reduced by Retirement Capital Strategies

Retirement Capital Strategies lessened its stake in SPDR S&P 500 ESG ETF (NYSEARCA:EFIV) by 69.0% during the 4th quarter, according to the company in its most recent filing with the Securities and 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 comprises approximately 4.5% of Retirement Capital Strategies’ investment portfolio, making the stock its 7th largest holding. Retirement Capital Strategies’ holdings in SPDR S&P 500 ESG ETF were worth $11,986,000 at the end of the most recent reporting period.

Other hedge funds have also bought and sold shares of the company. Principal Financial Group Inc. lifted its position in shares of SPDR S&P 500 ESG ETF by 25.5% during the 4th quarter. Principal Financial Group Inc. now owns 225,194 shares of the company’s stock valued at $12,719,000 after buying an additional 45,801 shares in the last quarter. SOA Wealth Advisors LLC. lifted its position in shares of SPDR S&P 500 ESG ETF by 38.0% during the 4th quarter. SOA Wealth Advisors LLC. now owns 137,470 shares of the company’s stock valued at $7,764,000 after buying an additional 37,880 shares in the last quarter. Raymond James Financial Inc. purchased a new position in shares of SPDR S&P 500 ESG ETF during the 4th quarter valued at approximately $1,851,000. Bank of New York Mellon Corp lifted its position in shares of SPDR S&P 500 ESG ETF by 50.5% during the 4th quarter. Bank of New York Mellon Corp now owns 49,566 shares of the company’s stock valued at $2,799,000 after buying an additional 16,622 shares in the last quarter. Finally, Townsquare Capital LLC purchased a new position in shares of SPDR S&P 500 ESG ETF during the 3rd quarter valued at approximately $638,000.

SPDR S&P 500 ESG ETF Price Performance

Shares of NYSEARCA:EFIV opened at $53.61 on Tuesday. SPDR S&P 500 ESG ETF has a 1 year low of $47.76 and a 1 year high of $58.93. The firm has a market capitalization of $1.61 billion, a price-to-earnings ratio of 26.94 and a beta of 1.02. The business’s 50 day moving average price is $57.00 and its 200-day moving average price is $56.56.

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.