SPDR S&P 500 ESG ETF $EFIV Shares Sold by Retirement Capital Strategies

Retirement Capital Strategies decreased its holdings in SPDR S&P 500 ESG ETF (NYSEARCA:EFIV) by 5.6% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 158,859 shares of the company’s stock after selling 9,483 shares during the period. SPDR S&P 500 ESG ETF makes up 3.9% of Retirement Capital Strategies’ portfolio, making the stock its 7th biggest position. Retirement Capital Strategies’ holdings in SPDR S&P 500 ESG ETF were worth $10,509,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in EFIV. Rossby Financial LCC acquired a new position in shares of SPDR S&P 500 ESG ETF in the 3rd quarter valued at $37,000. Geneos Wealth Management Inc. raised its stake in shares of SPDR S&P 500 ESG ETF by 193.2% in the 1st quarter. Geneos Wealth Management Inc. now owns 695 shares of the company’s stock valued at $37,000 after buying an additional 458 shares in the last quarter. Milestone Investment Advisors LLC raised its stake in shares of SPDR S&P 500 ESG ETF by 24.0% in the 4th quarter. Milestone Investment Advisors LLC now owns 1,017 shares of the company’s stock valued at $67,000 after buying an additional 197 shares in the last quarter. Kestra Advisory Services LLC acquired a new position in shares of SPDR S&P 500 ESG ETF in the 4th quarter valued at $165,000. Finally, SFG Wealth Management LLC. acquired a new position in shares of SPDR S&P 500 ESG ETF in the 3rd quarter valued at $214,000.

SPDR S&P 500 ESG ETF Stock Performance

Shares of EFIV stock opened at $72.28 on Monday. SPDR S&P 500 ESG ETF has a 52-week low of $55.96 and a 52-week high of $73.42. The stock has a market cap of $1.22 billion, a price-to-earnings ratio of 24.61 and a beta of 1.01. The firm has a fifty day moving average of $69.91 and a 200-day moving average of $67.42.

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.