EFIVState Street SPDR S&P 500 ESG ETF
Tracks the total return performance of the S&P 500 Scored & Screened Index.
By State Street Investment Management · Launched 2020
Annual Cost
0.10%
#408 of 5,854 · low cost
Fund Size
$1.1B
#1,084 of 5,854 · large
Return (1Y)Goal
+22.2%
Track Record
6 years
#2,112 of 5,854 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$12,221+22.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Large
Strategy
Index tracking
Focus
ESG
Index tracked
S&P 500 Scored & Screened Index
What it actually holds
By weightConcentration
Top 10 holdings = 46.0% of fundmoderately concentrated
NVIDIA Corp
11.2%
Apple Inc
9.8%
Microsoft Corp
7.2%
Alphabet Inc
4.4%
Alphabet Inc
3.5%
Meta Platforms Inc
3.3%
Eli Lilly & Co
1.9%
Exxon Mobil Corp
1.9%
Walmart Inc
1.4%
Visa Inc
1.3%
Asset allocation
Stocks
99.9%
Cash
0.1%
By sector
Technology
37.4%
Financial Services
12.5%
Communication
11.7%
Healthcare
11.2%
Industrials
9.1%
Consumer Cyclical
5.1%
Consumer Defensive
5.0%
Energy
2.5%
Other
5.5%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
13.0%Moderate
Year-on-year price swings
Max drawdown
-24.5%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
1.01Strong risk-adjusted returns
Sortino (3Y)
1.49Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Tracks the total return performance of the S&P 500 Scored & Screened Index.
- Strategy
- Invests primarily in U.S. securities that meet sustainability criteria, seeking to track the S&P 500 Scored & Screened Index. The Fund employs a sampling strategy and may concentrate in the technology sector.
- Inception date
- July 27, 2020
- Fund family
- State Street Investment Management
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Data updated on 2026-08-03