SPDR S&P 500 ESG ETF (EFIV)

NYSEARCA: EFIV · IEX Real-Time Price · USD
38.35
-0.65 (-1.67%)
Dec 5, 2022 4:00 PM EST - Market closed
-1.67%
Assets $539.25M
NAV $39.08
Expense Ratio 0.10%
PE Ratio 15.94
Shares Out 13.80M
Dividend (ttm) $0.58
Dividend Yield 1.51%
Ex-Dividend Date Dec 16, 2022
1-Year Return -11.36%
Volume 23,821
Open 38.84
Previous Close 39.00
Day's Range 38.26 - 38.83
52-Week Low 33.50
52-Week High 45.83
Beta 1.02
Holdings 307
Inception Date Jul 27, 2020

About EFIV

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 SPDR.

Asset Class Equity
Region North America
Stock Exchange NYSEARCA
Ticker Symbol EFIV
Issuer Website SPDR
Index Tracked S&P 500 ESG

Top 10 Holdings

33.39% of assets
Name Symbol Weight
Apple Inc. AAPL 9.04%
Microsoft Corporation MSFT 7.70%
Amazon.com, Inc. AMZN 3.38%
Alphabet, Inc. GOOGL 2.44%
Alphabet, Inc. GOOG 2.19%
UnitedHealth Group Incorporated UNH 2.03%
Exxon Mobil Corporation XOM 1.85%
NVIDIA Corporation NVDA 1.71%
JPMorgan Chase & Co. JPM 1.60%
The Procter & Gamble Company PG 1.46%
View More Holdings

Dividends

Ex-Dividend Amount Pay Date
Sep 16, 2022 $0.14385 Sep 21, 2022
Jun 17, 2022 $0.14868 Jun 23, 2022
Mar 18, 2022 $0.13694 Mar 23, 2022
Dec 17, 2021 $0.14938 Dec 22, 2021
Sep 17, 2021 $0.1299 Sep 22, 2021
Jun 18, 2021 $0.1297 Jun 23, 2021
Full Dividend History

News

Broad Support Among State AGs for Evaluating ESG

In what's likely the result of an increasingly partisan divide in Washington, D.C., environmental, social, and governance (ESG) investing is more frequently viewed through a political lens.

Other symbols: NZUSSHE
1 week ago - ETF Trends

Examining EFIV Gender Diversity Credentials

The SPDR S&P 500 ESG ETF (EFIV) is one of the faster-growing environmental, social, and governance (ESG) exchange traded funds on the market today. That status is easily explained.

2 weeks ago - ETF Trends

EFIV Excellent Idea for Long-Term ESG Investing

As more professional money managers and retail investors embrace environmental, social, and governance (ESG) investing, this style is moving well into the mainstream and becoming a relevant core conside...

3 weeks ago - ETF Trends

ESG Indexes Are Big, Growing Business

Owing to the increasing popularity of exchange traded funds such as the SPDR Bloomberg SASB Corporate Bond ESG Select ETF (RBND) and the SPDR MSCI USA Gender Diversity ETF (SHE), among others, demand is...

Other symbols: NZUSRBNDREMGSHE
3 weeks ago - ETF Trends

Demand for ESG Investments Remains Strong, According to Survey

The performance of environmental, social, and governance (ESG) strategies, including exchange traded funds, is leaving something to be desired this year, but a new survey suggests high-level investors a...

Other symbols: NZUSRBNDREMG
1 month ago - ETF Trends

ETF Strategies to Access the Growing ESG Opportunities

Investors should take a look at exchange traded fund strategies to help capitalize on the potential benefits of environmental, social, and governance investing in the current market.

2 months ago - ETF Trends

Beyond the Backlash: Why ESG Matters More Than Ever

With pressing issues in the ESG space, investors must separate fact from fiction.

Other symbols: NZUSSPYX
2 months ago - ETF Trends

Yes, Transparency Matters With ESG ETFs

Among the words advisors and investors want to hear more when it comes to accurately describing environmental, social, and governance (ESG) exchange traded funds, “transparency” is top of the list. In i...

2 months ago - ETF Trends

ESG 2.0: Refining the criteria

4 months ago - CNBC Television

ESG Resonates With Younger Investors

Institutional investors and registered investment advisors (RIAs) often get much of the credit, and rightfully so, for spurring adoption of environmental, social, and governance (ESG) strategies. Howeve...

Other symbols: CNRG
4 months ago - ETF Trends

Investment Managers Still Enthusiastic About ESG

Growth stock weakness is hampering many environmental, social, and governance (ESG) strategies, including exchange traded funds, but in a positive sign for this investing style, some professional market...

5 months ago - ETF Trends

Live From Inside ETFs: The Truth About ESG

On the heels of the SEC considering stricter disclosure requirements for ESG ETFs and Tesla being removed from the S&P 500 ESG Index, a panel at Inside ETFs gave some key players in the ETF ecosystem a ...

Other symbols: BADCATHESGASNPE
6 months ago - ETF Trends

Right ESG Approach Can Deliver Long-Term Upside

Environmental, social, and governance (ESG) exchange traded funds are enduring some criticism this year on the performance front. However, flows data indicate that investors remain enthusiastic about ES...

6 months ago - ETF Trends

S&P Drops Tesla From S&P 500 ESG Index

Elon Musk says it's a political punishment.

Other symbols: SNPE
7 months ago - ETFcom

EFIV Refreshed Following ESG Index Rebalance

Index-based exchange traded funds obviously aren't actively managed, but equity and fixed income indexes are periodically rebalanced. In some cases, benchmarks used by ETFs are refreshed multiple times ...

7 months ago - ETF Trends

Message to ESG Investors: Hold Steady

As the market enters bear country, many sustainable fund investors are bearing the brunt of this downturn. But at Morningstar, Jon Hale, director of sustainability research for the Americas at Sustainal...

Other symbols: EEMXNZACSPYX
7 months ago - ETF Trends

Staying the Course With ESG ETFs

Many exchange traded funds in the environmental, social, and governance (ESG) and sustainability camps are languishing this year. Energy — a sector that many ESG ETFS either underweight or outright excl...

7 months ago - ETF Trends

ESG Funds Rake in Capital — But for How Long?

Investors continue to pump money into ESG-themed funds even after the market faced its worst slump since 1970. Bloomberg is reporting that investors last week put more than $1.2 billion into ESG-focused...

Other symbols: EEMXNZACSPYX
7 months ago - ETF Trends

Companies Talk ESG Game, But Does It Matter?

It's increasingly common for companies to discuss their environmental, social, and governance (ESG) efforts, and quarterly earnings conference calls are fertile ground for those conversations. However, ...

8 months ago - ETF Trends

Investors Want More ESG Education

Scores of data points and surveys confirm that adoption of environmental, social, and governance (ESG) exchange traded funds is soaring. In fact, assets under management at these products seemingly hit ...

Other symbols: RBNDSHE
8 months ago - ETF Trends

With Regulators Looking at ESG, Focus on Simplicity

The Securities and Exchange Commission (SEC) is taking a hard look at companies' environmental, social, and governance (ESG) claims as well as the related funds, meaning that investors looking to avoid ...

8 months ago - ETF Trends

They may be attracting big money, but these ETFs may not be as eco-friendly as you think

Environmental, Social and Governance (ESG) ETFs lack clarity, so investors don't always know where their money is going, S&P Global's Mona Naqvi warns.

Other symbols: ESGUSUSAUSSG
8 months ago - CNBC

Global Regulators Push Banks to Disclose Carbon Emissions

Global regulators are pushing for banks and institutional investors to disclose carbon emissions linked to their loans and investments. On Thursday, the International Sustainability Standards Board publ...

Other symbols: EEMXSPYX
8 months ago - ETF Trends

Avoid Emerging ESG Controversy With This ETF

The war that Russia instigated with Ukraine is controversial on numerous levels, and that includes some investment implications. For example, the conflict is prompting some fund managers and market obse...

9 months ago - ETF Trends

Methodology Matters With This ESG ETF

As the universe of environmental, social, and governance (ESG) exchange traded funds continues expanding, advisors and asset allocators are applying more scrutiny to ESG index construction and methodolo...

9 months ago - ETF Trends