Birchbrook Inc. Raises Position in SPDR S&P 500 ESG ETF $EFIV

Birchbrook Inc. lifted its position in shares of SPDR S&P 500 ESG ETF (NYSEARCA:EFIV) by 28.2% during the second quarter, HoldingsChannel reports. The fund owned 25,258 shares of the company’s stock after acquiring an additional 5,556 shares during the quarter. SPDR S&P 500 ESG ETF comprises 0.8% of Birchbrook Inc.’s holdings, making the stock its 28th biggest position. Birchbrook Inc.’s holdings in SPDR S&P 500 ESG ETF were worth $1,479,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in the company. US Financial Advisors LLC increased its position in SPDR S&P 500 ESG ETF by 8.4% during the 1st quarter. US Financial Advisors LLC now owns 25,687 shares of the company’s stock worth $1,374,000 after purchasing an additional 1,997 shares during the period. Cary Street Partners Financial LLC purchased a new stake in shares of SPDR S&P 500 ESG ETF in the first quarter valued at approximately $300,000. R. W. Roge & Company Inc. grew its holdings in SPDR S&P 500 ESG ETF by 2.9% during the first quarter. R. W. Roge & Company Inc. now owns 18,083 shares of the company’s stock worth $967,000 after acquiring an additional 516 shares during the period. Koss Olinger Consulting LLC raised its position in SPDR S&P 500 ESG ETF by 30.6% in the first quarter. Koss Olinger Consulting LLC now owns 466,805 shares of the company’s stock worth $24,974,000 after acquiring an additional 109,350 shares in the last quarter. Finally, Financial Engines Advisors L.L.C. lifted its holdings in SPDR S&P 500 ESG ETF by 2.8% in the first quarter. Financial Engines Advisors L.L.C. now owns 94,922 shares of the company’s stock valued at $5,079,000 after acquiring an additional 2,627 shares during the period.

SPDR S&P 500 ESG ETF Stock Performance

Shares of NYSEARCA EFIV opened at $63.81 on Wednesday. SPDR S&P 500 ESG ETF has a one year low of $46.17 and a one year high of $66.40. The firm has a market capitalization of $1.14 billion, a P/E ratio of 24.61 and a beta of 1.01. The company’s fifty day moving average is $64.00 and its two-hundred day moving average is $60.37.

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.