Large Blend · NYSE ARCA · USD · Data as of 2026-05-15
AUM
$1.17B
Expense ratio
0.10%
Yield
0.98%
YTD return
+5.45%
Last price
$72.62
Thematic Sector · Coverage 75% · low
Today
32.7
Outlook
56.1
Block A (composite-derived)
75.2
Block C (market behavior)
14.9
Today overlay (Block D)
0.0
Outlook overlay (Block D)
0.0
today_score = clip(0,100, 50 + 0.15·(A−50) + 0.60·(C−50) + D_today). Block B (holdings rollup) is in Phase 3 development; β=0 caps the natural range at ~12.5–87.5 in Preview v0.9. Formula version tide-etf-v1.0.0.
75.2
Coverage 75% · medium
Liquidity
—
Expenses
90.0
Performance
—
Volatility
80.1
Dividend
36.1
Concentration
55.0
Smart Money
80.3
Activist
99.7
Formula version composite-v1.0.0. Axes hover to see why a sub-score is missing.
SPDR® S&P 500® ESG ETF (EFIV) is an exchange-traded fund from State Street Investment Management in the Mixed asset class. Launched in 2020. Assets under management: 1,172,341,376.
The fund tracks the S&P 500 ESG Index.
Bullish Whales composite rating: 75 out of 100. Evidence coverage 75% across 6 of 8 axes. Strongest axes: activist exposure, expenses, smart-money flow.
Annualized one-year realized volatility 12%, classified moderate. Weakest axes: dividend, concentration.
Top-10 weight 0%, diversified, led by NVDA. Trailing yield 0%.
etf_composite_score_current · activist_score, composite_score, concentration_score, confidence, coverage_pct, dividend_score, expenses_score, smart_money_scoreetf_fundamentals_td · dividend_frequency, yieldetf_holdings_top10 · holding_symbol, weightetf_universe · asset_class, aum_usd, benchmark, benchmark_provider, fund_type, inception_date, issuer, name, replication_method, ticker, volatility_1yThe SPDR S&P 500 ESG ETF is an exchange-traded fund that tracks the S&P 500 ESG Index, aiming to provide exposure to companies within the S&P 500 that exhibit strong environmental, social, and governance (ESG) characteristics. This ETF serves as a tool for investors who wish to align their investment portfolios with sustainable and socially responsible values while maintaining exposure to U.S. large-cap equities. The fund carefully evaluates and selects companies based on their ESG performance, excluding those engaged in controversial activities like tobacco production and certain weapons manufacturing. By focusing on ESG criteria, the SPDR S&P 500 ESG ETF influences sectors such as technology, healthcare, and consumer goods, highlighting sustainable practices within these industries. Its market significance lies in its ability to offer a diversified investment option that integrates ESG considerations, promoting a shift towards responsible investing within the broader financial market. By doing so, it caters to the growing demand for investments that not only seek financial returns but also contribute positively to society and the environment.
Net AUM change history is not yet available for this ETF. Fund-flow time series is a Phase B deliverable.
Current AUM: $1,172,341,376. AUM change is computed from rolling daily fundamentals snapshots; it reflects total net-asset deltas (creations/redemptions + market value moves), not pure share creations.
Fund documents (fact sheets, prospectuses, semi-annual reports) for EFIV are coming soon. The BW fund-document archive will surface PDFs alongside a metadata index for searchability.