SOA Wealth Advisors LLC. Grows Position in SPDR S&P 500 ESG ETF (NYSEARCA:EFIV)

SOA Wealth Advisors LLC. increased its position in SPDR S&P 500 ESG ETF (NYSEARCA:EFIV) by 38.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 137,470 shares of the company’s stock after purchasing an additional 37,880 shares during the period. SPDR S&P 500 ESG ETF accounts for 1.4% of SOA Wealth Advisors LLC.’s portfolio, making the stock its 17th biggest position. SOA Wealth Advisors LLC.’s holdings in SPDR S&P 500 ESG ETF were worth $7,764,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. FMR LLC bought a new stake in shares of SPDR S&P 500 ESG ETF during the 3rd quarter valued at $62,000. Paladin Wealth LLC bought a new stake in SPDR S&P 500 ESG ETF during the third quarter worth about $63,000. Larson Financial Group LLC bought a new stake in SPDR S&P 500 ESG ETF during the third quarter worth about $75,000. Horizon Wealth Management LLC purchased a new stake in SPDR S&P 500 ESG ETF in the fourth quarter worth about $207,000. Finally, Flagship Harbor Advisors LLC bought a new position in shares of SPDR S&P 500 ESG ETF during the fourth quarter valued at approximately $207,000.

SPDR S&P 500 ESG ETF Stock Down 0.8 %

Shares of EFIV opened at $57.10 on Friday. The stock has a market cap of $1.33 billion, a P/E ratio of 25.21 and a beta of 1.02. The business’s 50 day moving average price is $57.49 and its 200-day moving average price is $55.95. SPDR S&P 500 ESG ETF has a 52 week low of $47.59 and a 52 week high of $58.93.

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.