CreativeOne Wealth LLC Makes New $416,000 Investment in SPDR S&P 500 ESG ETF (NYSEARCA:EFIV)

CreativeOne Wealth LLC acquired a new stake in SPDR S&P 500 ESG ETF (NYSEARCA:EFIV) during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund acquired 8,208 shares of the company’s stock, valued at approximately $416,000.

Several other hedge funds and other institutional investors have also modified their holdings of EFIV. Raymond James Financial Services Advisors Inc. acquired a new position in shares of SPDR S&P 500 ESG ETF in the 4th quarter valued at about $310,000. AdvisorNet Financial Inc acquired a new position in shares of SPDR S&P 500 ESG ETF in the 4th quarter valued at about $28,000. International Assets Investment Management LLC acquired a new position in shares of SPDR S&P 500 ESG ETF in the 4th quarter valued at about $771,000. Private Advisor Group LLC lifted its stake in shares of SPDR S&P 500 ESG ETF by 4.7% in the 4th quarter. Private Advisor Group LLC now owns 31,960 shares of the company’s stock valued at $1,477,000 after purchasing an additional 1,436 shares in the last quarter. Finally, Principal Financial Group Inc. lifted its stake in shares of SPDR S&P 500 ESG ETF by 11.2% in the 4th quarter. Principal Financial Group Inc. now owns 204,062 shares of the company’s stock valued at $9,428,000 after purchasing an additional 20,613 shares in the last quarter.

SPDR S&P 500 ESG ETF Stock Performance

Shares of NYSEARCA:EFIV traded up $0.58 during mid-day trading on Friday, hitting $53.18. 124,652 shares of the company traded hands, compared to its average volume of 80,153. The firm has a market cap of $1.24 billion, a P/E ratio of 25.21 and a beta of 1.02. SPDR S&P 500 ESG ETF has a 52-week low of $39.90 and a 52-week high of $55.42. The firm’s 50 day simple moving average is $53.08 and its 200 day simple moving average is $50.38.

SPDR S&P 500 ESG ETF Company 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.