Latest market price
72.80
+0.35+0.48%
OverviewShort InterestFilings
EFIVState Street SPDR S&P 500 ESG ETF·AMEX
72.80+0.48%
TA
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Fund Snapshot
Category—Asset TypeEquityTagsSP500Return% 1Y11.90%Total Holdings324Perf Week-2.05%
SponsorSPDRETF TypeTagslarge-capReturn% 3Y22.79%AUM$1.06BPerf Month-3.40%
Fund FamilyBond TypeTagsESGReturn% 5Y12.44%NAV/shPerf Quarter-3.11%
Index—Average MaturityTags—Return% 10Y52W High76.28 -4.56%Perf Half Y4.25%
Index WeightingCommodity TypeTags—Return% SI52W Low61.10 19.15%Perf YTD10.05%
Active/PassiveQuant TypeTags—Flows% 1M-4.97%Volatility0.87% 0.71%Perf Year11.38%
Dividend TTM0.74 (1.01%)ESG TypeTags—Flows% 3M-5.00%ATR (14)0.73Perf 3Y82.00%
Dividend Ex-DateSep 21, 2026Dividend TypeSector/ThemeFlows% YTD9.23%RSI (14)39.26Perf 5Y68.52%
Dividend Gr. 3/5Y—Structure TypeRegionFlows% 1YBeta1.00Perf 10Y—
Expense0.10%Growth/ValueSMA20-1.95%Flows% 3YRel Volume1.46Prev Close72.45
Inverse/LeveragedMarket CapSMA50-2.16%Flows% 5YAvg Volume50.01KPrice72.80
IPO DateJul 27, 2020Option/ShortYes / YesSMA2002.81%52W Range %77%Volume73,010Change0.48%
Holdings Breakdown
View Holdings as
Stocks
38.0%Technology
5.0%Consumer Cyclical
12.6%Communication Services
2.7%Energy
12.3%Financial Services
2.2%Real Estate
10.6%Healthcare
2.0%Basic Materials
8.2%Industrials
1.4%Utilities
5.1%Consumer Defensive
Bonds, Cash & Other
0.0%Cash & Others
Assets Under Management
00.30B0.60B0.90B1.20BAprJunAugOct'25MarMayJulSepNov'26MarMayJulSepNov
● Assets Under Management
Latest News· Times ET
Nov-02-26
Nov-02-2603:04AM
S&P 500 Falls As Investors Get Spooked By High Costs Of AISeekingAlpha
Oct-26-26
Oct-26-2604:27AM
S&P 500 Dips As Investors Focus On Fed's Next MovesSeekingAlpha
Oct-19-26
Oct-19-2605:38AM
The S&P Is Soaring, But Two-Thirds Of Stocks Are StallingSeekingAlpha
Oct-12-26
Oct-12-2603:59AM
S&P 500 Rises As Bulls Load Up On Big Cap AI StocksSeekingAlpha
Oct-06-26
Oct-06-2603:37AM
37,009 Shares of SPDR S&P 500 ESG ETF $EFIV Purchased by MassMutual Private Wealth & Trust FSBdefenseworld.net
Oct-05-26
Oct-05-2601:31PM
SPDR S&P 500 ESG ETF $EFIV Shares Newly Purchased by Tompkins Financial Corpdefenseworld.net
Sep-28-26
Sep-28-2604:07AM
S&P 500 Rebounds As Investors Get Ready To Face The Scariest Month For StocksSeekingAlpha
Sep-15-26
Sep-15-2603:21AM
The Outlook For S&P 500 Dividends In September 2026SeekingAlpha
Sep-08-26
Sep-08-2610:00PM
Our September PerspectiveSeekingAlpha
Sep-03-26
Sep-03-2608:10PM
Second Quarter Earnings Show BreadthSeekingAlpha
Aug-31-26
Aug-31-2604:10AM
S&P 500 Gets Rate Hike Reality Check From Fed's New ChiefSeekingAlpha
Aug-24-26
Aug-24-2604:16AM
S&P 500 Retreats As Bond Market Bear Scares InvestorsSeekingAlpha
Aug-17-26
Aug-17-2604:25AM
S&P 500 Hits New High On Delayed And Reduced Rate Hike ExpectationsSeekingAlpha
Aug-10-26
Aug-10-2605:26AM
S&P 500 Shoots Upward As Strong Earnings Shift Investors' Time HorizonSeekingAlpha
Aug-03-26
Aug-03-2611:38AM
July's Summer Heat Runs ColdSeekingAlpha
Fund

EFIV is an exchange-traded fund engineered to closely mirror the investment performance of the S&P 500 Scored & Screened Index, excluding fees and operating costs. Its underlying index strategically selects companies from the S&P 500 based on their environmental, social, and governance (ESG) factors, all while ensuring its sector weighting closely aligns with that of the broader S&P 500 Index. This combination of a sustainability-driven approach and expansive market representation positions EFIV as an ideal choice for a core ESG allocation within a portfolio.

Ownership

Per-holder 13F data isn't yet ingested for ETFs — coming with the next data layer expansion.

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