Koss Olinger Consulting LLC Lowers Holdings in SPDR S&P 500 ESG ETF $EFIV

Koss Olinger Consulting LLC trimmed its holdings in SPDR S&P 500 ESG ETF (NYSEARCA:EFIVFree Report) by 11.3% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 414,067 shares of the company’s stock after selling 52,738 shares during the quarter. SPDR S&P 500 ESG ETF accounts for approximately 2.0% of Koss Olinger Consulting LLC’s investment portfolio, making the stock its 13th biggest holding. Koss Olinger Consulting LLC’s holdings in SPDR S&P 500 ESG ETF were worth $24,244,000 as of its most recent SEC filing.

Other hedge funds also recently added to or reduced their stakes in the company. Geneos Wealth Management Inc. boosted its holdings in SPDR S&P 500 ESG ETF by 193.2% in the first quarter. Geneos Wealth Management Inc. now owns 695 shares of the company’s stock valued at $37,000 after purchasing an additional 458 shares during the last quarter. Valley National Advisers Inc. acquired a new position in shares of SPDR S&P 500 ESG ETF in the second quarter worth about $109,000. Hills Bank & Trust Co raised its position in shares of SPDR S&P 500 ESG ETF by 20.5% in the first quarter. Hills Bank & Trust Co now owns 3,186 shares of the company’s stock worth $170,000 after acquiring an additional 542 shares during the period. Schmidt P J Investment Management Inc. acquired a new position in shares of SPDR S&P 500 ESG ETF in the second quarter worth about $203,000. Finally, Ethic Inc. acquired a new position in shares of SPDR S&P 500 ESG ETF in the second quarter worth about $203,000.

SPDR S&P 500 ESG ETF Stock Performance

Shares of SPDR S&P 500 ESG ETF stock opened at $64.89 on Monday. The firm has a 50-day simple moving average of $62.74 and a two-hundred day simple moving average of $58.67. The company has a market cap of $1.16 billion, a P/E ratio of 24.61 and a beta of 1.03. SPDR S&P 500 ESG ETF has a fifty-two week low of $46.17 and a fifty-two week high of $65.04.

About SPDR S&P 500 ESG ETF

(Free Report)

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.

See Also

Want to see what other hedge funds are holding EFIV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for SPDR S&P 500 ESG ETF (NYSEARCA:EFIVFree Report).

Institutional Ownership by Quarter for SPDR S&P 500 ESG ETF (NYSEARCA:EFIV)

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