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SPDR® S&P 500® ESG ETF EFIV

Medalist Rating as of | See State Street Investment Hub

Morningstar’s Analysis EFIV

Will EFIV outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A sound investment process and strong management team underpin SPDR ® S&P 500 ® ESG ETF's Morningstar Medalist Rating of Silver.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

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Portfolio Holdings EFIV

  • 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

Microsoft Corp

9.87 118.3 Mil
Technology

Apple Inc

8.44 101.2 Mil
Technology

NVIDIA Corp

7.98 95.6 Mil
Technology

Alphabet Inc Class A

3.18 38.1 Mil
Communication Services

Alphabet Inc Class C

2.69 32.2 Mil
Communication Services

Eli Lilly and Co

2.00 24.0 Mil
Healthcare

JPMorgan Chase & Co

1.77 21.2 Mil
Financial Services

Exxon Mobil Corp

1.59 19.1 Mil
Energy

Tesla Inc

1.50 18.0 Mil
Consumer Cyclical

UnitedHealth Group Inc

1.49 17.8 Mil
Healthcare