Marshall Financial Group LLC Trims Holdings in SPDR S&P 500 ESG ETF (NYSEARCA:EFIV)

Marshall Financial Group LLC cut its holdings in SPDR S&P 500 ESG ETF (NYSEARCA:EFIV) by 5.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 6,070 shares of the company’s stock after selling 349 shares during the quarter. Marshall Financial Group LLC’s holdings in SPDR S&P 500 ESG ETF were worth $343,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. 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 worth $19,788,000 after buying an additional 2,880 shares during the period. Private Advisor Group LLC grew its position in SPDR S&P 500 ESG ETF by 351.9% during the 3rd quarter. Private Advisor Group LLC now owns 235,365 shares of the company’s stock valued at $13,124,000 after purchasing an additional 183,283 shares during the last quarter. Principal Financial Group Inc. grew 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 last quarter. SOA Wealth Advisors LLC. grew its position 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 valued at $5,553,000 after purchasing an additional 9,101 shares during the last quarter. Finally, Integrated Wealth Concepts LLC grew its position in SPDR S&P 500 ESG ETF by 4.9% during the 3rd quarter. Integrated Wealth Concepts LLC now owns 89,809 shares of the company’s stock valued at $5,008,000 after purchasing an additional 4,201 shares during the last quarter.

SPDR S&P 500 ESG ETF Stock Performance

Shares of EFIV stock opened at $58.17 on Monday. SPDR S&P 500 ESG ETF has a one year low of $46.88 and a one year high of $58.93. The company’s 50-day moving average is $57.55 and its 200 day moving average is $55.77. The company has a market capitalization of $1.36 billion, a price-to-earnings 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.