SPDR S&P 500 ESG ETF
EFIV

$55.37

0.07%

Market Cap: $1.58B

Funds holding %

of 6,728 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

41% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 29

21% more capital invested

Capital invested by funds: $196M [Q1] → $237M (+$41.6M) [Q2]

12% more funds holding

Funds holding: 90 [Q1] → 101 (+11) [Q2]

2.19% more ownership

Funds ownership: 16.65% [Q1] → 18.84% (+2.19%) [Q2]

20% less funds holding in top 10

Funds holding in top 10: 5 [Q1] → 4 (-1) [Q2]

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Research analyst outlook

We haven’t received any recent analyst ratings for EFIV.

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Financial journalist opinion

Positive

The Motley Fool

1 week ago

2 Growth ETFs to Buy With $200 and Hold Forever

S&P 500 ETFs have done very well over the long term. But faster growth can be had with these two growth ETFs.

Neutral

Seeking Alpha

1 month ago

EFIV: A Core S&P 500 ESG Fund

ESG investing continues to grow despite challenges in defining ESG-friendly companies. The SPDR S&P 500 ESG ETF tracks S&P 500 ESG Index, filtering out non-ESG-friendly companies. The fund provides broad market exposure with ESG tilt, but accuracy of ESG definition and potential underperformance are concerns.

Positive

Seeking Alpha

4 months ago

EFIV: Why It Should Continue To Outperform The S&P 500

The EFIV ETF has produced superior returns to the S&P 500 with a lower standard deviation since its inception, and is recommended as a buy for long-term investors. The source of outperformance is a quality screen that the S&P performs for a nominal fee. This screen reviews and ranks corporations on the basis of their ESG practices. Academic studies show that ESG practices lead to superior financial performance for individual companies for metrics such as ROA, ROE, and the performance of their equity.

Neutral

ETF Trends

9 months ago

Bull vs. Bear: ESG ETFs, the Post-Hype Sleeper?

Bull vs. Bear is a weekly feature where the VettaFi writers' room takes opposite sides to debate controversial stocks, strategies, or market ideas — with plenty of discussion of ETF ideas to play either angle. For this edition of Bull vs.

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SPDR S&P 500 ESG ETFEFIV