Key stats
About SPDR SERIES TRUST SPDR S&P 500 ESG ETF
Home page
Inception date
Jul 27, 2020
Structure
Open-Ended Fund
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
SSgA Funds Management, Inc.
Distributor
State Street Corp. (Fund Distributor)
EFIV is designed to select companies from the S&P 500 Index that meet certain ESG characteristics, while maintaining the same risk and return as the Index. Companies are identified using an exclusionary screening based on ESG risks rating by Sustainalytics, UNGC score by Arabesque, and S&P DJI ESG Score by SAM. The composite result determines the index holdings. As such, excluded companies are those that have (1) tobacco- and controversial weapons-related involvement (2) UNGC score in the bottom 5% of all UNGC-scored companies globally, and (3) S&P DJI ESG score within the worst 25% from each GICS industry group. The remaining companies are ranked in decreasing order based on their S&P DJI ESG score, with the securities selected representing the top 75% of market capitalization within each industry group. The index is rebalanced and reconstituted annually, on the last business day in April.
Classification
What's in the fund
Exposure type
Electronic Technology
Technology Services
Finance
Stock breakdown by region
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.