Horizon Wealth Management LLC Takes Position in SPDR S&P 500 ESG ETF (NYSEARCA:EFIV)

Horizon Wealth Management LLC acquired a new position in SPDR S&P 500 ESG ETF (NYSEARCA:EFIV) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 3,665 shares of the company’s stock, valued at approximately $207,000.

A number of other institutional investors and hedge funds have also bought and sold shares of EFIV. Koss Olinger Consulting LLC grew its position in shares of SPDR S&P 500 ESG ETF by 0.8% in the 3rd quarter. Koss Olinger Consulting LLC now owns 354,875 shares of the company’s stock valued at $19,788,000 after buying an additional 2,880 shares during the last quarter. Private Advisor Group LLC boosted its holdings in SPDR S&P 500 ESG ETF by 351.9% in the third quarter. Private Advisor Group LLC now owns 235,365 shares of the company’s stock valued at $13,124,000 after acquiring an additional 183,283 shares during the last quarter. Principal Financial Group Inc. increased its position in SPDR S&P 500 ESG ETF by 16.6% during the 3rd quarter. Principal Financial Group Inc. now owns 179,393 shares of the company’s stock valued at $10,003,000 after purchasing an additional 25,524 shares during the period. SOA Wealth Advisors LLC. raised its holdings in SPDR S&P 500 ESG ETF by 10.1% during the 3rd quarter. SOA Wealth Advisors LLC. now owns 99,590 shares of the company’s stock worth $5,553,000 after purchasing an additional 9,101 shares during the last quarter. Finally, Integrated Wealth Concepts LLC lifted its position in shares of SPDR S&P 500 ESG ETF by 4.9% in the 3rd quarter. Integrated Wealth Concepts LLC now owns 89,809 shares of the company’s stock worth $5,008,000 after purchasing an additional 4,201 shares during the period.

SPDR S&P 500 ESG ETF Price Performance

Shares of EFIV traded up $0.12 during trading hours on Monday, hitting $56.03. 18,501 shares of the stock were exchanged, compared to its average volume of 270,286. SPDR S&P 500 ESG ETF has a fifty-two week low of $45.71 and a fifty-two week high of $58.93. The business has a 50-day moving average of $57.52 and a 200-day moving average of $55.53. The firm has a market capitalization of $1.31 billion, a P/E ratio of 25.21 and a beta of 1.02.

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.