International Assets Investment Management LLC Takes $771,000 Position in SPDR S&P 500 ESG ETF (NYSEARCA:EFIV)

International Assets Investment Management LLC acquired a new position in shares of SPDR S&P 500 ESG ETF (NYSEARCA:EFIV) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 16,678 shares of the company’s stock, valued at approximately $771,000. International Assets Investment Management LLC owned about 0.08% of SPDR S&P 500 ESG ETF at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently modified their holdings of EFIV. AdvisorNet Financial Inc bought a new position in SPDR S&P 500 ESG ETF during the fourth quarter worth $28,000. Atria Investments Inc raised its holdings in SPDR S&P 500 ESG ETF by 18.4% in the 3rd quarter. Atria Investments Inc now owns 55,408 shares of the company’s stock valued at $2,299,000 after acquiring an additional 8,613 shares during the period. Stratos Wealth Partners LTD. lifted its position in SPDR S&P 500 ESG ETF by 4.2% during the third quarter. Stratos Wealth Partners LTD. now owns 24,336 shares of the company’s stock worth $1,010,000 after acquiring an additional 977 shares during the last quarter. Raymond James Financial Services Advisors Inc. bought a new stake in shares of SPDR S&P 500 ESG ETF during the fourth quarter worth approximately $310,000. Finally, Fort Point Capital Partners LLC grew its position in shares of SPDR S&P 500 ESG ETF by 4.8% in the third quarter. Fort Point Capital Partners LLC now owns 12,204 shares of the company’s stock valued at $506,000 after purchasing an additional 560 shares during the last quarter.

SPDR S&P 500 ESG ETF Trading Up 1.2 %

Shares of NYSEARCA EFIV opened at $48.86 on Wednesday. The business’s 50 day moving average is $49.45 and its 200-day moving average is $46.42. The firm has a market cap of $1.15 billion, a P/E ratio of 24.30 and a beta of 1.02. SPDR S&P 500 ESG ETF has a 1-year low of $39.05 and a 1-year high of $50.78.

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.