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

Retirement Capital Strategies reduced its stake in shares of SPDR S&P 500 ESG ETF (NYSEARCA:EFIV) by 5.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 158,859 shares of the company’s stock after selling 9,483 shares during the quarter. SPDR S&P 500 ESG ETF accounts for approximately 3.9% of Retirement Capital Strategies’ holdings, making the stock its 7th biggest position. Retirement Capital Strategies owned 1.07% of SPDR S&P 500 ESG ETF worth $10,509,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Rossby Financial LCC acquired a new position in SPDR S&P 500 ESG ETF during the 3rd quarter valued at $37,000. Geneos Wealth Management Inc. raised its stake in SPDR S&P 500 ESG ETF by 193.2% during the 1st quarter. Geneos Wealth Management Inc. now owns 695 shares of the company’s stock valued at $37,000 after purchasing an additional 458 shares during the last quarter. Milestone Investment Advisors LLC raised its stake in SPDR S&P 500 ESG ETF by 24.0% during the 4th quarter. Milestone Investment Advisors LLC now owns 1,017 shares of the company’s stock valued at $67,000 after purchasing an additional 197 shares during the last quarter. Kestra Advisory Services LLC acquired a new position in SPDR S&P 500 ESG ETF during the 4th quarter valued at $165,000. Finally, SFG Wealth Management LLC. acquired a new position in SPDR S&P 500 ESG ETF during the 3rd quarter valued at $214,000.

SPDR S&P 500 ESG ETF Price Performance

NYSEARCA:EFIV opened at $72.28 on Monday. The stock has a market cap of $1.22 billion, a P/E ratio of 24.61 and a beta of 1.01. SPDR S&P 500 ESG ETF has a one year low of $55.96 and a one year high of $73.42. The company has a fifty day moving average price of $69.91 and a 200 day moving average price 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.