R. W. Roge & Company Inc. Purchases 5,408 Shares of SPDR S&P 500 ESG ETF (NYSEARCA:EFIV)

R. W. Roge & Company Inc. grew its position in SPDR S&P 500 ESG ETF (NYSEARCA:EFIV) by 44.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 17,567 shares of the company’s stock after acquiring an additional 5,408 shares during the period. SPDR S&P 500 ESG ETF comprises about 0.5% of R. W. Roge & Company Inc.’s portfolio, making the stock its 22nd largest holding. R. W. Roge & Company Inc. owned 0.08% of SPDR S&P 500 ESG ETF worth $992,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of the company. McClarren Financial Advisors Inc. grew its position in shares of SPDR S&P 500 ESG ETF by 25.2% in the 4th quarter. McClarren Financial Advisors Inc. now owns 6,758 shares of the company’s stock valued at $381,000 after acquiring an additional 1,361 shares during the period. SOA Wealth Advisors LLC. grew its position in shares of SPDR S&P 500 ESG ETF by 38.0% in the 4th quarter. SOA Wealth Advisors LLC. now owns 137,470 shares of the company’s stock valued at $7,764,000 after acquiring an additional 37,880 shares during the period. Verus Wealth Management LLC bought a new position in shares of SPDR S&P 500 ESG ETF in the 4th quarter valued at about $503,000. Denver Wealth Management Inc. grew its position in shares of SPDR S&P 500 ESG ETF by 12.5% in the 4th quarter. Denver Wealth Management Inc. now owns 11,391 shares of the company’s stock valued at $643,000 after acquiring an additional 1,265 shares during the period. Finally, Flagship Harbor Advisors LLC bought a new position in shares of SPDR S&P 500 ESG ETF in the 4th quarter valued at about $207,000.

SPDR S&P 500 ESG ETF Price Performance

Shares of EFIV opened at $57.37 on Thursday. The firm has a 50-day moving average of $57.41 and a 200-day moving average of $56.05. The company has a market cap of $1.34 billion, a PE ratio of 25.21 and a beta of 1.02. SPDR S&P 500 ESG ETF has a one year low of $47.59 and a one year high of $58.93.

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.