Perennial Investment Advisors LLC Acquires 1,832 Shares of SPDR S&P 500 ESG ETF (NYSEARCA:EFIV)

Posted by John. R. Edwardson on Apr 6th, 2025

Perennial Investment Advisors LLC lifted its holdings in shares of SPDR S&P 500 ESG ETF (NYSEARCA:EFIV – Free Report) by 21.2% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 10,488 shares of the company’s stock after purchasing an additional 1,832 shares during the quarter. Perennial Investment Advisors LLC’s holdings in SPDR S&P 500 ESG ETF were worth $592,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in EFIV. Principal Financial Group Inc. lifted its position in SPDR S&P 500 ESG ETF by 16.6% during the third 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 period. Sanctuary Advisors LLC acquired a new position in shares of SPDR S&P 500 ESG ETF in the 4th quarter valued at approximately $264,000. FMR LLC bought a new stake in shares of SPDR S&P 500 ESG ETF during the 3rd quarter worth approximately $62,000. HighTower Advisors LLC boosted its position in shares of SPDR S&P 500 ESG ETF by 15.3% during the 3rd quarter. HighTower Advisors LLC now owns 46,339 shares of the company’s stock worth $2,585,000 after acquiring an additional 6,148 shares in the last quarter. Finally, Front Row Advisors LLC boosted its position in shares of SPDR S&P 500 ESG ETF by 36.8% during the 4th quarter. Front Row Advisors LLC now owns 5,990 shares of the company’s stock worth $338,000 after acquiring an additional 1,610 shares in the last quarter.

SPDR S&P 500 ESG ETF Price Performance

Shares of EFIV opened at $48.41 on Friday. The firm has a 50 day simple moving average of $55.62 and a two-hundred day simple moving average of $56.44. SPDR S&P 500 ESG ETF has a one year low of $47.76 and a one year high of $58.93. The company has a market cap of $1.44 billion, a P/E ratio of 22.59 and a beta of 1.02.

SPDR S&P 500 ESG ETF Announces Dividend

The firm also recently declared a dividend, which was paid on Wednesday, March 26th. Stockholders of record on Monday, March 24th were issued a dividend of $0.1638 per share. The ex-dividend date was Monday, March 24th.

About SPDR S&P 500 ESG ETF

(Free Report)

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.