EFIV
State Street SPDR S&P 500 ESG ETF
1W: +0.1%
1M: +0.0%
3M: +3.0%
YTD: +12.6%
1Y: +17.1%
3Y: +85.6%
5Y: +89.6%
$74.74
+0.43 (+0.58%)
Weekly Expected Move ±1.5%
$72
$74
$75
$76
$77
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Key Statistics
AUM$1.1B
Holdings326
Top 10 Wt42.6%
Volume9,017
Avg Volume44,746
Beta1.01
Portfolio Fundamentals
P/E29.1
P/B11.4
Div Yield1.13%
ROE47.0%
% Profitable94%
Inception2020-07-29
Sector Allocation
Technology
39.8%
Financial Services
12.2%
Healthcare
11.7%
Communication Services
11.1%
Industrials
7.7%
Consumer Defensive
4.8%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | NVIDIA CORP | NVDA | 13.66% | $138.2M | 603,244 |
| 2 | MICROSOFT CORP | MSFT | 9.42% | $95.2M | 185,089 |
| 3 | ALPHABET INC CL A | GOOGL | 4.99% | $50.5M | 146,262 |
| 4 | ALPHABET INC CL C | GOOG | 4.00% | $40.5M | 118,488 |
| 5 | MICRON TECHNOLOGY INC | MU | 2.97% | $30.1M | 28,143 |
| 6 | ELI LILLY + CO | LLY | 2.29% | $23.2M | 19,964 |
| 7 | VISA INC CLASS A SHARES | V | 1.51% | $15.3M | 42,474 |
| 8 | INTEL CORP | INTC | 1.48% | $14.9M | 123,902 |
| 9 | WALMART INC | WMT | 1.15% | $11.6M | 111,096 |
| 10 | ABBVIE INC | ABBV | 1.14% | $11.6M | 44,040 |