CreativeOne Wealth LLC Purchases 204 Shares of SPDR S&P 500 ESG ETF (NYSEARCA:EFIV)

CreativeOne Wealth LLC increased its position in SPDR S&P 500 ESG ETF (NYSEARCA:EFIV) by 2.5% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 8,245 shares of the company’s stock after buying an additional 204 shares during the quarter. CreativeOne Wealth LLC’s holdings in SPDR S&P 500 ESG ETF were worth $460,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also added to or reduced their stakes in the business. Koss Olinger Consulting LLC acquired a new position in SPDR S&P 500 ESG ETF in the 2nd quarter valued at approximately $18,691,000. Private Advisor Group LLC increased its holdings in SPDR S&P 500 ESG ETF by 351.9% in the third quarter. Private Advisor Group LLC now owns 235,365 shares of the company’s stock valued at $13,124,000 after purchasing an additional 183,283 shares during the period. SOA Wealth Advisors LLC. raised its position in shares of SPDR S&P 500 ESG ETF by 801.3% during the second quarter. SOA Wealth Advisors LLC. now owns 90,489 shares of the company’s stock worth $4,805,000 after acquiring an additional 80,449 shares during the last quarter. Principal Financial Group Inc. raised its holdings in SPDR S&P 500 ESG ETF by 16.6% during the 3rd quarter. Principal Financial Group Inc. now owns 179,393 shares of the company’s stock worth $10,003,000 after purchasing an additional 25,524 shares during the last quarter. Finally, Cetera Advisors LLC bought a new position in SPDR S&P 500 ESG ETF during the first quarter worth $622,000.

SPDR S&P 500 ESG ETF Price Performance

Shares of NYSEARCA:EFIV opened at $58.41 on Monday. SPDR S&P 500 ESG ETF has a 1 year low of $44.15 and a 1 year high of $58.47. The business’s 50-day moving average is $56.51 and its 200-day moving average is $54.38. The company has a market capitalization of $1.36 billion, a price-to-earnings ratio of 25.21 and a beta of 1.02.

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.