Raymond James & Associates Cuts Holdings in SPDR S&P 500 ESG ETF (NYSEARCA:EFIV)

Raymond James & Associates lowered its stake in shares of SPDR S&P 500 ESG ETF (NYSEARCA:EFIV) by 56.0% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 14,721 shares of the company’s stock after selling 18,761 shares during the quarter. Raymond James & Associates’ holdings in SPDR S&P 500 ESG ETF were worth $680,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in EFIV. Bank of New York Mellon Corp bought a new position in shares of SPDR S&P 500 ESG ETF during the 3rd quarter valued at $3,961,000. Principal Financial Group Inc. increased its holdings in shares of SPDR S&P 500 ESG ETF by 73.4% in the third quarter. Principal Financial Group Inc. now owns 183,449 shares of the company’s stock worth $7,612,000 after buying an additional 77,656 shares during the period. Baltimore Washington Financial Advisors Inc. lifted its stake in shares of SPDR S&P 500 ESG ETF by 3.4% in the 3rd quarter. Baltimore Washington Financial Advisors Inc. now owns 351,685 shares of the company’s stock valued at $14,592,000 after acquiring an additional 11,526 shares during the last quarter. Integrated Wealth Concepts LLC boosted its holdings in SPDR S&P 500 ESG ETF by 2.1% during the 3rd quarter. Integrated Wealth Concepts LLC now owns 521,253 shares of the company’s stock valued at $21,628,000 after acquiring an additional 10,779 shares during the period. Finally, Mariner LLC grew its position in SPDR S&P 500 ESG ETF by 37.5% during the 3rd quarter. Mariner LLC now owns 33,869 shares of the company’s stock worth $1,406,000 after acquiring an additional 9,236 shares during the last quarter.

SPDR S&P 500 ESG ETF Stock Up 0.0 %

Shares of NYSEARCA EFIV opened at $48.88 on Thursday. The company has a market cap of $1.15 billion, a price-to-earnings ratio of 24.30 and a beta of 1.02. The firm’s fifty day moving average is $49.47 and its 200 day moving average is $46.43. SPDR S&P 500 ESG ETF has a 52 week low of $39.05 and a 52 week high of $50.78.

SPDR S&P 500 ESG ETF 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.