State Street® SPDR® S&P 500® ESG ETF holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.
State Street® SPDR® S&P 500® ESG ETF EFIV
Morningstar’s Analysis EFIV
Will EFIV outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the EFIV management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of EFIV’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 40.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 13.25 | 145M | Technology |
Microsoft Corp | 7.92 | 87M | Technology |
Alphabet Inc Class A | 5.42 | 59M | Communication Services |
Alphabet Inc Class C | 4.32 | 47M | Communication Services |
Micron Technology Inc | 2.79 | 31M | Technology |
Eli Lilly and Co | 2.22 | 24M | Healthcare |
Visa Inc Class A | 1.34 | 15M | Financial Services |
Intel Corp | 1.31 | 14M | Technology |
Walmart Inc | 1.29 | 14M | Consumer Defensive |
Cisco Systems Inc | 1.28 | 14M | Technology |
United States