Private Advisor Group LLC Has $7.81 Million Holdings in SPDR S&P 500 ESG ETF $EFIV

Private Advisor Group LLC lessened its holdings in SPDR S&P 500 ESG ETF (NYSEARCA:EFIV) by 18.5% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 123,781 shares of the company’s stock after selling 28,007 shares during the quarter. Private Advisor Group LLC owned 0.86% of SPDR S&P 500 ESG ETF worth $7,808,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Geneos Wealth Management Inc. increased its stake in 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 during the last quarter. Rossby Financial LCC boosted its stake in shares of SPDR S&P 500 ESG ETF by 57.6% during the 4th quarter. Rossby Financial LCC now owns 908 shares of the company’s stock worth $60,000 after buying an additional 332 shares during the last quarter. Milestone Investment Advisors LLC grew its holdings 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 acquiring an additional 197 shares in the last quarter. Kestra Advisory Services LLC bought a new position in shares of SPDR S&P 500 ESG ETF in the 4th quarter valued at about $165,000. Finally, SFG Wealth Management LLC. acquired a new stake in shares of SPDR S&P 500 ESG ETF in the third quarter valued at about $214,000.

SPDR S&P 500 ESG ETF Stock Performance

EFIV opened at $72.34 on Monday. SPDR S&P 500 ESG ETF has a 52-week low of $58.58 and a 52-week high of $73.74. The firm has a market capitalization of $1.09 billion, a PE ratio of 24.61 and a beta of 1.00. The business’s 50-day simple moving average is $71.70 and its 200 day simple moving average is $68.11.

SPDR S&P 500 ESG ETF Profile

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.