SPDR S&P 500 ESG ETF (EFIV)
| 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.
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% |
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 |
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.
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.
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...
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...
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...
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.
Beyond the Backlash: Why ESG Matters More Than Ever
With pressing issues in the ESG space, investors must separate fact from fiction.
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...
ESG 2.0: Refining the criteria
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...
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...
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 ...
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...
S&P Drops Tesla From S&P 500 ESG Index
Elon Musk says it's a political punishment.
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 ...
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...
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...
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...
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, ...
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 ...
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 ...
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.
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...
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...
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...