EFIV
State Street SPDR S&P 500 ESG ETF
1W: -1.1%
1M: +4.5%
3M: +6.8%
YTD: +8.2%
1Y: +29.1%
3Y: +86.1%
5Y: +96.1%
$71.93
+0.11 (+0.15%)
Weekly Expected Move ±1.6%
$69
$71
$72
$73
$74
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Key Statistics
AUM$949M
Holdings331
Top 10 Wt41.7%
Volume12,002
Avg Volume44,129
Beta0.99
Portfolio Fundamentals
P/E37.2
P/B15.2
Div Yield1.11%
ROE45.5%
% Profitable93%
Inception2020-07-29
Sector Allocation
Technology
36.9%
Communication Services
13.0%
Financial Services
12.4%
Healthcare
10.5%
Industrials
7.5%
Consumer Defensive
5.4%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | NVIDIA CORP | NVDA | 13.79% | $147.7M | 660,750 |
| 2 | MICROSOFT CORP | MSFT | 7.92% | $84.8M | 201,911 |
| 3 | ALPHABET INC CL A | GOOGL | 5.75% | $61.6M | 158,307 |
| 4 | ALPHABET INC CL C | GOOG | 4.57% | $48.9M | 127,172 |
| 5 | MICRON TECHNOLOGY INC | MU | 2.09% | $22.4M | 30,599 |
| 6 | ELI LILLY + CO | LLY | 2.05% | $22.0M | 21,561 |
| 7 | WALMART INC | WMT | 1.46% | $15.6M | 119,254 |
| 8 | INTEL CORP | INTC | 1.42% | $15.2M | 127,663 |
| 9 | VISA INC CLASS A SHARES | V | 1.41% | $15.1M | 45,708 |
| 10 | COSTCO WHOLESALE CORP | COST | 1.21% | $12.9M | 12,048 |