State Street SPDR S&P 500 ESG ETF
EFIV
New York Stock Exchange Arca- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Global
- Address
- 1 Iron Street Boston MA United States of America 2210
- IPO Date
- Jul 29, 2020
- Website
- ssga.com
- Similar Companies
- Business
- SPDR S&P 500 ESG ETF (EFIV), issued by State Street Global Advisors, a division of State Street Corporation, seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P 500 Scored & Screened Index. The fund employs a representative sampling strategy to track this market-cap weighted index, which selects approximately 300 large-cap U.S. equities from the S&P 500 universe through an exclusionary screening process based on ESG risk ratings from Sustainalytics, UN Global Compact scores from Arabesque, and S&P DJI ESG scores from SAM; exclusions target companies involved in controversial weapons, tobacco, thermal coal extraction, oil sands, civilian firearms, and military contracting, while prioritizing higher ESG scores and lower risks to achieve similar risk/return characteristics to the broad S&P 500. Top holdings typically include leading technology, healthcare, and financial firms such as Microsoft Corp., NVIDIA Corp., Apple Inc., Amazon.com Inc., Alphabet Inc., Meta Platforms Inc., and Eli Lilly & Co., with the portfolio emphasizing sustainability criteria across environmental, social, and governance factors for institutional and retail investors seeking ESG-enhanced core equity exposure. Launched on July 27, 2020, and headquartered in Boston, Massachusetts, the ETF operates primarily in the U.S. market with an expense ratio of 0.10%, distributing quarterly dividends that have shown growth averaging approximately 22.87% over the past three years. Recent developments include sustained asset growth to around $1.5 billion in assets under management amid rising demand for cost-effective ESG solutions, ongoing quarterly dividend declarations—such as $0.1845 in December 2024 and $0.1638 in March 2025—and continued alignment with evolving ESG methodologies, though no major acquisitions, partnerships, or structural changes have been announced in the last 1-2 years.