Horizon Wealth Management LLC Acquires New Position in SPDR S&P 500 ESG ETF $EFIV

Horizon Wealth Management LLC acquired a new stake in SPDR S&P 500 ESG ETF (NYSEARCA:EFIV) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 3,701 shares of the company’s stock, valued at approximately $217,000.

Several other hedge funds and other institutional investors have also recently modified their holdings of EFIV. Cambridge Investment Research Advisors Inc. purchased a new position in shares of SPDR S&P 500 ESG ETF in the 1st quarter valued at approximately $495,000. Coastline Trust Co raised its position in SPDR S&P 500 ESG ETF by 13.9% during the 1st quarter. Coastline Trust Co now owns 17,605 shares of the company’s stock worth $942,000 after buying an additional 2,145 shares during the last quarter. Olde Wealth Management LLC raised its position in SPDR S&P 500 ESG ETF by 13.1% during the 1st quarter. Olde Wealth Management LLC now owns 244,837 shares of the company’s stock worth $13,098,000 after buying an additional 28,307 shares during the last quarter. Larson Financial Group LLC raised its position in SPDR S&P 500 ESG ETF by 954.7% during the 1st quarter. Larson Financial Group LLC now owns 21,791 shares of the company’s stock worth $1,166,000 after buying an additional 19,725 shares during the last quarter. Finally, US Financial Advisors LLC raised 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 buying an additional 1,997 shares during the last quarter.

SPDR S&P 500 ESG ETF Trading Up 0.0%

EFIV opened at $66.06 on Thursday. SPDR S&P 500 ESG ETF has a 12-month low of $46.17 and a 12-month high of $66.40. The firm has a market capitalization of $1.18 billion, a PE ratio of 24.61 and a beta of 1.01. The firm has a 50 day moving average of $63.04 and a two-hundred day moving average of $58.99.

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.