Koss Olinger Consulting LLC Acquires New Holdings in SPDR S&P 500 ESG ETF (NYSEARCA:EFIV)

Koss Olinger Consulting LLC bought a new stake in SPDR S&P 500 ESG ETF (NYSEARCA:EFIV) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 351,995 shares of the company’s stock, valued at approximately $18,691,000. SPDR S&P 500 ESG ETF makes up about 1.7% of Koss Olinger Consulting LLC’s holdings, making the stock its 17th largest holding. Koss Olinger Consulting LLC owned 1.51% of SPDR S&P 500 ESG ETF at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of the stock. Retirement Capital Strategies boosted its holdings in shares of 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 acquiring an additional 587,261 shares in the last quarter. Baltimore Washington Financial Advisors Inc. increased its position in shares of SPDR S&P 500 ESG ETF by 1.7% during the 2nd quarter. Baltimore Washington Financial Advisors Inc. now owns 380,256 shares of the company’s stock valued at $20,192,000 after purchasing an additional 6,412 shares during the period. Laurel Wealth Planning LLC bought a new stake in shares of SPDR S&P 500 ESG ETF in the 4th quarter worth $10,539,000. Principal Financial Group Inc. lifted its holdings in shares of SPDR S&P 500 ESG ETF by 11.2% in the fourth quarter. Principal Financial Group Inc. now owns 204,062 shares of the company’s stock valued at $9,428,000 after buying an additional 20,613 shares during the period. Finally, Blue Edge Capital LLC boosted its stake in SPDR S&P 500 ESG ETF by 18.5% during the first quarter. Blue Edge Capital LLC now owns 91,343 shares of the company’s stock valued at $4,626,000 after buying an additional 14,291 shares in the last quarter.

SPDR S&P 500 ESG ETF Trading Down 1.5 %

Shares of SPDR S&P 500 ESG ETF stock opened at $52.60 on Friday. SPDR S&P 500 ESG ETF has a 52 week low of $39.90 and a 52 week high of $55.42. The stock has a market cap of $1.23 billion, a PE ratio of 25.21 and a beta of 1.02. The company’s 50-day moving average price is $53.66 and its two-hundred day moving average price is $51.64.

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.