SPDR S&P 500 ESG ETF (EFIV)

NYSEARCA: EFIV · IEX Real-Time Price · USD
41.49
-0.09 (-0.21%)
Sep 29, 2023, 4:00 PM EDT - Market closed
-0.21%
Assets $930.49M
Expense Ratio 0.10%
PE Ratio 21.09
Shares Out n/a
Dividend (ttm) $0.64
Dividend Yield 1.53%
Ex-Dividend Date Sep 15, 2023
Payout Ratio 32.34%
1-Year Return +19.88%
Volume 10,812
Open 41.90
Previous Close 41.58
Day's Range 41.38 - 41.91
52-Week Low 33.50
52-Week High 44.66
Beta n/a
Holdings 322
Inception Date Jul 27, 2020

About EFIV

Fund Home Page

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 issued by State Street.

Asset Class Equity
Category Large Blend
Region North America
Stock Exchange NYSEARCA
Ticker Symbol EFIV
ETF Provider State Street
Index Tracked S&P 500 ESG Index

Top 10 Holdings

38.91% of assets
Name Symbol Weight
Apple Inc. AAPL 9.28%
Microsoft Corporation MSFT 8.62%
Amazon.com, Inc. AMZN 4.23%
NVIDIA Corporation NVDA 3.94%
Alphabet Inc. GOOGL 2.91%
Tesla, Inc. TSLA 2.51%
Alphabet Inc. GOOG 2.48%
UnitedHealth Group Incorporated UNH 1.75%
Eli Lilly and Company LLY 1.61%
JPMorgan Chase & Co. JPM 1.59%
View More Holdings

Dividends

Ex-Dividend Amount Pay Date
2023-09-15 $0.1497 2023-09-20
2023-06-16 $0.15899 2023-06-22
2023-03-17 $0.15479 2023-03-22
2022-12-16 $0.17276 2022-12-21
2022-09-16 $0.14385 2022-09-21
2022-06-17 $0.14868 2022-06-23
Full Dividend History

News

ETF Homework Remains Despite SEC Efforts

I was doing final prep work for the VettaFi Equity Symposium last week (close to 500 live attendees and more will catch the replay). However, the regulators made asset management news with their focus...

Other symbols: IVWIWFNETZXSOE
5 days ago - ETF Trends

With ESG Investing, Patience Can Make a Difference

Investors are often encouraged to take long-term views of financial markets and while securities don't move higher in a linear fashion and there will be bumps along the way, there is something to be s...

8 months ago - ETF Trends

Why EFIV Could Be a Long-Term Winner

Legacy environmental, social, and governance (ESG) exchange traded funds typically deploy exclusionary tactics, meaning that those funds don't feature allocations to “sin stocks” such as alcohol, cann...

8 months ago - ETF Trends

Deploying ESG to Find Opportunities, Limit Risk

Despite mounting criticism, environmental, social, and governance (ESG) is an investing style with merits. In fact, as ESG ages and becomes a central part of core portfolios, more benefits are emergin...

8 months ago - ETF Trends

Expect More Companies to Capitalize on ESG in 2023

This year was a trying one for environmental, social, and governance (ESG) ETFs. There's the obvious matter of many ESG funds slumping because growth stocks did the same.

Other symbols: ESIX
9 months ago - ETF Trends

ESG ETFs Continue Making Inroads as Core Holdings

There was a time when environmental, social, and governance (ESG) exchange traded funds were viewed as satellite positions or complements to traditional core holdings, but that moment has passed.

Other symbols: ESIX
9 months ago - ETF Trends

ESG Regulations Increased in 2022, But That's Not Bad News

Environmental, social, and governance (ESG) investing remained in focus in 2022, and one reason for the extension of the trend is that this style of market participation is, increasingly, a point of e...

9 months ago - ETF Trends

ESG Improvers Can Boost Returns

As advisors and investors gain more familiarity with environmental, social, and governance (ESG) investing, they likely come across data points and research confirming that equities with strong ESG tr...

10 months ago - ETF Trends

The Great ESG Debate: What Does the Future Have in Store?

In a panel discussion called The Great ESG Debate: What Does the Future Have in Store? ETF Store President Nate Geraci spoke along with State Street's Michael Andeberhan and Purview's Linda Zhang, wit...

Other symbols: ESGU
10 months ago - ETF Trends

Financial Pros Still Back ESG

Environmental, social, and governance (ESG) investing is under increasing scrutiny this year as regulators clamp down on greenwashing and as some politicians target the investing style, asserting that...

Other symbols: ESIXNZUSSHE
10 months ago - ETF Trends

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
11 months 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.

11 months 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 consi...

11 months 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 ...

Other symbols: NZUSSHE
11 months 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...

Other symbols: NZUS
1 year 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.

Other symbols: ESIXMBNENZUSSPYX
1 year 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
1 year 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...

1 year ago - ETF Trends

ESG 2.0: Refining the criteria

1 year 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. Howe...

Other symbols: CNRG
1 year 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 mark...

1 year 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 ...

Other symbols: BADCATHESGASNPE
1 year 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 ...

1 year ago - ETF Trends

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

Elon Musk says it's a political punishment.

Other symbols: SNPE
1 year 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 time...

1 year ago - ETF Trends