Perennial Investment Advisors LLC Has $592,000 Stock Holdings in SPDR S&P 500 ESG ETF (NYSEARCA:EFIV)

Posted by Alphonse Anthony on Apr 6th, 2025

Perennial Investment Advisors LLC raised its stake in SPDR S&P 500 ESG ETF (NYSEARCA:EFIV – Free Report) by 21.2% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 10,488 shares of the company’s stock after buying an additional 1,832 shares during the period. Perennial Investment Advisors LLC’s holdings in SPDR S&P 500 ESG ETF were worth $592,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the stock. Principal Financial Group Inc. lifted its stake in shares of SPDR S&P 500 ESG ETF by 16.6% in the 3rd quarter. Principal Financial Group Inc. now owns 179,393 shares of the company’s stock valued at $10,003,000 after acquiring an additional 25,524 shares during the last quarter. Sanctuary Advisors LLC acquired a new position in SPDR S&P 500 ESG ETF in the 4th quarter worth about $264,000. FMR LLC bought a new position in SPDR S&P 500 ESG ETF in the third quarter valued at about $62,000. HighTower Advisors LLC boosted its stake in shares of SPDR S&P 500 ESG ETF by 15.3% during the third quarter. HighTower Advisors LLC now owns 46,339 shares of the company’s stock valued at $2,585,000 after purchasing an additional 6,148 shares in the last quarter. Finally, Front Row Advisors LLC boosted its stake in shares of SPDR S&P 500 ESG ETF by 36.8% during the fourth quarter. Front Row Advisors LLC now owns 5,990 shares of the company’s stock valued at $338,000 after purchasing an additional 1,610 shares in the last quarter.

SPDR S&P 500 ESG ETF Price Performance

SPDR S&P 500 ESG ETF stock opened at $48.41 on Friday. The business has a 50 day moving average of $55.62 and a 200-day moving average of $56.44. The company has a market capitalization of $1.44 billion, a P/E ratio of 22.59 and a beta of 1.02. SPDR S&P 500 ESG ETF has a 1 year low of $47.76 and a 1 year high of $58.93.

SPDR S&P 500 ESG ETF Announces Dividend

The firm also recently declared a dividend, which was paid on Wednesday, March 26th. Shareholders of record on Monday, March 24th were given a $0.1638 dividend. The ex-dividend date of this dividend was Monday, March 24th.

About SPDR S&P 500 ESG ETF

(Free Report)

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.