SPDR S&P 500 ESG ETF (EFIV)
| Assets | $433.32M |
| NAV | $43.55 |
| Expense Ratio | 0.10% |
| PE Ratio | 22.35 |
| Shares Out | 9.95M |
| Dividend (ttm) | $0.54 |
| Dividend Yield | 1.23% |
| Ex-Dividend Date | Dec 17, 2021 |
| 1-Year Return | +21.52% |
| Volume | 174,037 |
| Open | 43.25 |
| Previous Close | 44.32 |
| Day's Range | 43.49 - 44.32 |
| 52-Week Low | 34.59 |
| 52-Week High | 34.59 |
| Beta | 1.03 |
| Holdings | 315 |
| Inception Date | Jul 27, 2020 |
About EFIV
In seeking to track the performance of the index, the fund employs a sampling strategy, which means that it is not required to purchase all of the securities represented in the index.
Top 10 Holdings
35.88% of assets| Name | Symbol | Weight |
|---|---|---|
| Apple | AAPL | 8.92% |
| Microsoft | MSFT | 7.66% |
| Amazon.com | AMZN | 4.67% |
| Tesla | TSLA | 2.83% |
| Alphabet | GOOGL | 2.75% |
| Alphabet | GOOG | 2.57% |
| NVIDIA | NVDA | 2.18% |
| JPMorgan Chase & Co. | JPM | 1.51% |
| UnitedHealth Group | UNH | 1.46% |
| The Home Depot | HD | 1.31% |
Dividends
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 17, 2021 | $0.14938 | Dec 22, 2021 |
| Sep 17, 2021 | $0.1299 | Sep 22, 2021 |
| Jun 18, 2021 | $0.130 | Jun 23, 2021 |
| Mar 19, 2021 | $0.12837 | Mar 24, 2021 |
| Dec 18, 2020 | $0.1436 | Dec 23, 2020 |
| Sep 18, 2020 | $0.0831 | Sep 23, 2020 |
News
ESG ETFs Could Be Great for Your Core Investment Portfolio
Exchange traded fund strategies that track environmental, social, and governance, or ESG, principles could be a good way for investors to diversify their core investment portfolios. Todd Rosenbluth, hea...
ESG Investing: Why the Human Element Matters More Than Ever
In a vastly more competitive job market where companies are vying to recruit talented employees, a company's practices regarding their employees are more important than ever. It's an element of ESG that...
Expect ESG to Be a Market Driver in 2022
Environmental, social, and governance (ESG) funds brought in around $120 billion in flows last year as increasing focus by regulator bodies, advisors, and investors continued to propel the space forward...
What a Record ESG Year in 2021 Means for Advisors in 2022
ESG funds and priorities took center stage at several points during the year as increasingly more investors pushed for sustainability and better corporate reporting and practices. 2021 brought about rea...
Top 5 State Street Global Advisors ESG Funds by Flows
It's been a big year for ESG funds as increasingly more investors and advisors prioritize investing in environmentally conscious businesses and practices. State Street Global Advisors, one of the indust...
How to Tell the Difference Between ESG and Impact Investing
A common mistake investors and advisors can make is the belief that environmental, social, and governance (ESG) investing and impact investing are interchangeable ideas and terminology when, in actualit...
As ESG Pressures Intensify, Shareholders Demand Accountability
Eight shareholder proposals were filed at the annual company meeting for Facebook (now called Meta Platforms, Inc.), calling for more board oversight and various risk assessments, reports the Wall Stree...
4 Things Investors Need to Consider Amidst Climate Transition
Priorities are changing for long-term investors as the climate change transition really begins to kick into gear with a shift away from the fossil fuel-laden energy sector, and the more diversified inve...
ESG May Not Cost Investors More After All
Recent research from Arizona State University has found that environmental, social, and governance investing doesn't cost investors returns by any statistical significance, reported Institutional Invest...
Get Ready for ESG Investing to Quadruple by End of Decade
Global investing into ESG and sustainability funds is currently at a historic $8 trillion but could reach upwards of $30 trillion by 2030, reports Barron's. A new report from Broadridge Financial Soluti...
Shareholders Are Driving ESG Investment Growth
A survey conducted recently found that, perhaps surprisingly, it wasn't the potential for returns but instead pressure from boards and stakeholders that was driving environmental, social, and governance...
ESG Priorities Differ for Clients and Advisors
The 2021 Annual Russell Investments ESG Manager Survey results were released recently and reflect an increasing prioritization of climate risk for clients, while asset managers resoundingly were more fo...
ESG Shareholder Priorities Get a Big Boost From SEC
The Securities and Exchange Commission announced on Wednesday that it was revoking previous policies that allowed companies to block a lot of ESG-related shareholder proposals. It's a big win for ESG ad...
Marriott Excelling at ESG According to Latest Report
In their recent annual report on their ESG practices, Marriott International Inc. detailed its extensive community work, diversity within its governance practices, and sustainability in how the business...
Increasing Pressure on ESG Managers to Prove Funds Reflect Sustainability Values
Recent scrutiny and pressure by the Securities and Exchange Commission is looking to ensure fund managers are being honest about their ESG claims for their funds. The SEC along with the German financial...
The Importance of ESG Governance: Reflecting on Enron 20 Years Later
Twenty years ago this summer, Enron, America's seventh-largest corporation at its height, spiraled into bankruptcy, uncovering an underbelly of fraudulence and corrupt practices. Twenty years on, the fo...
SEC Commissioner Peirce Pushes Back on ESG Regulations
With ESG increasingly a focus for companies and investors alike, the SEC is taking a closer look at regulating ESG disclosure requirements for publicly traded companies. But not everyone is on board wit...
Behind the Corporate Push for a Federal Standard for Clean Energy
More than 75 companies are currently lobbying lawmakers to enact a federal “clean energy standard” (CES), according to Axios. Companies such as Apple (AAPL), General Motors (GM), Unilever (UL), and Eba...
Tesla Finally Finds Its Way to the S&P 500 ESG Index
In one of the most widely anticipated additions to the benchmark domestic equity gauge in years, electric vehicle (EV) giant Tesla (NASDAQ: TSLA) finally joined the S&P 500 last December. Despite Tesla'...
EU-China Synergy Could Be Next Catalyst for Green Bonds
The explosion of environmental, social, and governance (ESG) investing has become a worldwide phenomenon. This is spurring a rise in green bonds, with the next catalyst coming from a synergy between two...
China's ESG Challenge
Environmental, social, and governance (ESG) investing is not a new concept in China, but getting the whole country on board has been a challenge. A CNBC article noted that in China, asset managers are “...
Hedge Fund Titan Bill Ackman Backs ESG Investing
Hedge fund titan and founder/CEO of Pershing Square Capital Management Bill Ackman was effusive in his praise of environmental, social, and governance (ESG) investing in a recent Pershing Square Holding...
Is a Bitcoin versus ESG Battle Brewing?
Bitcoin and environmental, social, and governance (ESG) investing have been forces to be reckoned with in the capital markets the past year. The two could be set for a head-on collision as institutional...