SPDR S&P 500 ESG ETF (EFIV)
| 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 PageThe 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.
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% |
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 |
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...
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...
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...
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...
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.
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.
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...
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...
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...
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...
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 consi...
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 ...
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...
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...
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. Howe...
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...
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 ...
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 ...
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 time...