Crestwood Advisors Group LLC Invests $608,000 in SPDR S&P 500 ESG ETF $EFIV

Crestwood Advisors Group LLC bought a new position in shares of SPDR S&P 500 ESG ETF (NYSEARCA:EFIV) in the second quarter, HoldingsChannel.com reports. The institutional investor bought 10,378 shares of the company’s stock, valued at approximately $608,000.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Geneos Wealth Management Inc. grew its stake in SPDR S&P 500 ESG ETF by 193.2% during the first quarter. Geneos Wealth Management Inc. now owns 695 shares of the company’s stock worth $37,000 after buying an additional 458 shares during the period. Valley National Advisers Inc. purchased a new stake in SPDR S&P 500 ESG ETF during the 2nd quarter worth $109,000. Schmidt P J Investment Management Inc. purchased a new stake in SPDR S&P 500 ESG ETF during the 2nd quarter worth $203,000. Ethic Inc. acquired a new stake in SPDR S&P 500 ESG ETF in the 2nd quarter valued at $203,000. Finally, Horizon Wealth Management LLC purchased a new position in SPDR S&P 500 ESG ETF in the second quarter valued at about $217,000.

SPDR S&P 500 ESG ETF Price Performance

Shares of EFIV opened at $64.33 on Friday. SPDR S&P 500 ESG ETF has a 12 month low of $46.17 and a 12 month high of $66.40. The stock’s 50-day moving average is $63.47 and its two-hundred day moving average is $59.53. The stock has a market cap of $1.15 billion, a PE ratio of 24.61 and a beta of 1.01.

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.