Stock Taper
OPPORTUNITY RADAR SCREENER COMPARE ANY 2 STOCKS
EXCHANGE TRADED FUND

EFIV

State Street SPDR S&P 500 ESG ETF
$75.38 ▲ 0.61%
+$0.46 TODAY

FUND FACTS

Manager SPDR
Assets $1.03B
Expense ratio 0.10%
Inception Jul 27, 2020
Asset class Equity
Holdings 323
Volume 39.8K
Avg volume 44.59K

ABOUT THIS FUND

EFIV is an exchange-traded fund engineered to closely mirror the investment performance of the S&P 500 Scored & Screened Index, excluding fees and operating costs. Its underlying index strategically selects companies from the S&P 500 based on their environmental, social, and governance (ESG) factors, all while ensuring its sector weighting closely aligns with that of the broader S&P 500 Index. This combination of a sustainability-driven approach and expansive market representation positions EFIV as an ideal choice for a core ESG allocation within a portfolio.

PRICE

$75.38 ▲ UP 0.61% (+$0.46)
$75.20$75.30$75.40$75.509:30 AM10:35 AM11:40 AM12:44 PM1:49 PM2:54 PM3:59 PM75.38

HOLDINGS

TOP 20 OF 323 · 52.28% OF THE FUND
RANK STOCK WEIGHT SHARES VALUE
01 NVDA NVIDIA Corporation 14.01% 603.24K $143.78M
02 MSFT Microsoft Corporation 9.51% 185.09K $97.6M
03 GOOGL Alphabet Inc. 4.94% 146.26K $50.66M
04 GOOG Alphabet Inc. 3.96% 118.49K $40.68M
05 MU Micron Technology, Inc. 2.86% 28.14K $29.31M
06 LLY Eli Lilly and Company 2.24% 19.96K $23.02M
07 V Visa Inc. 1.53% 42.47K $15.68M
08 INTC Intel Corp. 1.35% 123.9K $13.89M
09 WMT Walmart Inc. 1.16% 111.1K $11.86M
10 ABBV AbbVie Inc. 1.14% 44.04K $11.7M
11 CSCO Cisco Systems, Inc. 1.12% 98.23K $11.54M
12 MA Mastercard Incorporated 1.11% 20.17K $11.38M
13 AMAT Applied Materials, Inc. 1.02% 19.8K $10.46M
14 LRCX Lam Research Corporation 1.01% 31.16K $10.37M
15 COST Costco Wholesale Corporation 1.01% 11.07K $10.32M
16 CAT Caterpillar Inc. 0.96% 11.46K $9.86M
17 BAC Bank of America Corporation 0.85% 162.14K $8.74M
18 MRK Merck & Co., Inc. 0.85% 61.48K $8.69M
19 PANW Palo Alto Networks, Inc. 0.83% 20.3K $8.49M
20 UNH UnitedHealth Group Incorporated 0.82% 22.36K $8.38M

SECTOR HOLDINGS

TECHNOLOGY IS 38.01% OF THE FUND
Technology 38.01%
Communication Services 12.57%
Financial Services 12.29%
Healthcare 10.63%
Industrials 8.22%
Consumer Defensive 5.07%
Consumer Cyclical 4.97%
Energy 2.68%
Real Estate 2.21%
Basic Materials 1.96%
Utilities 1.39%
Cash & Others 0.00%

BY REGION

UNITED STATES IS 96.63% OF THE FUND
United States 96.63%
Ireland 1.82%
United Kingdom 0.66%
Switzerland 0.35%
— Other 0.28%
Netherlands 0.14%
Bermuda 0.11%