SPDR® S&P 500® ESG ETF
Shareclass
SPDR® S&P 500® ESG ETF (EFIV)
Type
Exchange-traded fund
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund SPDR® S&P 500® ESG ETF
FUND COVERAGE
# of holdings317
% of assets100%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
10 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. International Flavors & Fragrances Inc0.04%$466,719
- 2. Biogen Inc0.05%$606,406
- 3. Dow Inc0.04%$477,884
- 4. Boston Scientific Corp0.37%$4.25M
- 5. Marriott International Inc Class A0.15%$1.76M
- 6. Bank of America Corp0.9%$10.38M
- 7. Welltower Inc0.3%$3.47M
- 8. The Interpublic Group of Companies Inc0.03%$307,233
- 9. Mondelez International Inc Class A0.21%$2.38M
- 10. Mastercard Inc Class A1.21%$13.84M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. PACCAR Inc0.13%$1.52M
- 2. Match Group Inc Ordinary Shares - New0.02%$253,598
- 3. O'Reilly Automotive Inc0.24%$2.71M
- 4. Invesco Ltd0.03%$304,574
- 5. CF Industries Holdings Inc0.04%$424,819
- 6. LKQ Corp0.02%$232,929
- 7. Fastenal Co0.14%$1.66M
- 8. Ulta Beauty Inc0.06%$726,084
- 9. Cadence Design Systems Inc0.25%$2.85M
- 10. Fortinet Inc0.14%$1.57M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund SPDR® S&P 500® ESG ETF
Totals
Holdings
Assets
Weight
Prisons
15
$226.71M
20%
Prisons high risk
2
$1.38M
0.12%
Private prisons
0
$0
0%
Borders
11
$216.23M
19%
Borders high risk
2
$1.38M
0.12%
Total
19
$249.4M
22%
Holdings — 19 flagged holdings
1.
Microsoft Corp
:$113.64M
9.9%
2.
Alphabet Inc Class A
:$41.75M
3.64%
3.
Alphabet Inc Class C
:$33.67M
2.93%
4.
Walmart Inc
$13.34M
1.16%
5.
Costco Wholesale Corp
$12.08M
1.05%
6.
Salesforce Inc
:$6.71M
0.58%
7.
AT&T Inc
:$6M
0.52%
8.
Thermo Fisher Scientific Inc
:$5.43M
0.47%
9.
Accenture PLC Class A
:$4.55M
0.4%
10.
Elevance Health Inc
$2.15M
0.19%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
SPDR® S&P 500® ESG ETF EFIV
Environment
Social
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