SPDR S&P 500 ESG ETF (EFIV) Price, Holdings, & News

ETF Overview

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 State Street.

Key Stats

• Today's Range: $53.21 to $54.52
• 50-Day Range: $53.61 to $58.51
• 52-Week Range: $47.76 to $58.93
• Volume: 252,122 shs
• Average Volume: 113,460 shs
• Market Capitalization: $1.61 billion
• Assets Under Management: $1.65 billion
• Dividend Yield: 1.12%
• Net Expense Ratio: 0.10%
• Aggregate Rating: Moderate Buy

EFIV ETF - Frequently Asked Questions

How have EFIV shares performed this year?

SPDR S&P 500 ESG ETF's stock was trading at $56.48 at the start of the year. Since then, EFIV shares have decreased by 5.1% and is now trading at $53.61.
View the best growth stocks for 2025 here.

Who are SPDR S&P 500 ESG ETF's major shareholders?

SPDR S&P 500 ESG ETF's top institutional investors include Baltimore Washington Financial Advisors Inc. (1.63%), LPL Financial LLC (1.54%), Koss Olinger Consulting LLC (1.53%) and Private Advisor Group LLC (1.04%).

How do I buy shares of SPDR S&P 500 ESG ETF?

Shares of EFIV stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

What other stocks do shareholders of SPDR S&P 500 ESG ETF own?

Based on aggregate information from My MarketBeat watchlists, some other companies that SPDR S&P 500 ESG ETF investors own include International Business Machines (IBM), NVIDIA (NVDA), Verizon Communications (VZ), Caterpillar (CAT), Coca-Cola (KO), McDonald's (MCD) and PepsiCo (PEP).

Fund Details

• Issuer: SSgA
• Fund Name: SPDR S&P 500 ESG ETF
• Tax Classification: Regulated Investment Company
• Stock Exchange: NYSEARCA
• Current Symbol: NYSEARCA:EFIV
• Inception Date: 7/27/2020
• Fund Manager: Emiliano Rabinovich, Karl Schneider, Olga Winner
• Web: N/A
• Phone: N/A

Fund Focus

• Asset Class: Equity
• Benchmark: S&P 500 ESG Index
• Category: Strategy
• Focus: Theme
• Development Level: Developed Markets
• Region: North America
• Number of Holdings: 347

Fund Statistics

• Assets Under Management: $1.65 billion
• Average Daily Volume: $0.00
• Discount/Premium: 0.01%

Administrator, Advisor and Custodian

• Administrator: SSgA Funds Management, Inc.
• Advisor: SSgA Funds Management, Inc.
• Custodian: State Street Bank and Trust Company
• Distributor: State Street Global Advisors Funds Distributors, LLC
• Transfer Agent: State Street Bank and Trust Company
• Trustee: N/A
• Lead Market Maker: Jane Street

Options

• Optionable: N/A
• Short Interest: 32,800 shs

Miscellaneous

• Outstanding Shares: 29,980,000
• Beta: 1.02
• Creation Unit: 25,000
• Creation Fee: $500.00