SOA Wealth Advisors LLC. Cuts Position in SPDR S&P 500 ESG ETF $EFIV

SOA Wealth Advisors LLC. cut its position in SPDR S&P 500 ESG ETF (NYSEARCA:EFIV) by 16.0% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 168,952 shares of the company’s stock after selling 32,152 shares during the quarter. SPDR S&P 500 ESG ETF accounts for 1.1% of SOA Wealth Advisors LLC.’s holdings, making the stock its 21st largest holding. SOA Wealth Advisors LLC. owned approximately 1.00% of SPDR S&P 500 ESG ETF worth $10,663,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Geneos Wealth Management Inc. lifted its stake in SPDR S&P 500 ESG ETF by 193.2% during the 1st quarter. Geneos Wealth Management Inc. now owns 695 shares of the company’s stock worth $37,000 after acquiring an additional 458 shares in the last quarter. Rossby Financial LCC grew its position in SPDR S&P 500 ESG ETF by 57.6% in the 4th quarter. Rossby Financial LCC now owns 908 shares of the company’s stock valued at $60,000 after acquiring an additional 332 shares in the last quarter. Milestone Investment Advisors LLC grew its position in SPDR S&P 500 ESG ETF by 24.0% in the 4th quarter. Milestone Investment Advisors LLC now owns 1,017 shares of the company’s stock valued at $67,000 after acquiring an additional 197 shares in the last quarter. Western Wealth Management LLC purchased a new stake in SPDR S&P 500 ESG ETF during the first quarter worth about $118,000. Finally, Kestra Advisory Services LLC purchased a new stake in SPDR S&P 500 ESG ETF during the fourth quarter worth about $165,000.

SPDR S&P 500 ESG ETF Stock Performance

Shares of EFIV opened at $71.91 on Friday. The company’s 50-day simple moving average is $72.18 and its 200-day simple moving average is $68.85. SPDR S&P 500 ESG ETF has a 1 year low of $58.99 and a 1 year high of $73.74. The stock has a market capitalization of $988.76 million, a PE ratio of 24.61 and a beta of 1.00.

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.