Atomic Invest’s State Street SPDR S&P 500 Scored and Screened ETF EFIV Stock Holding History

Atomic Invest’s Portfolio EFIV Stock Details EFIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.46M	Hold	75,295	–	–	0.48%	22
2026 Q1	$4.62M	Buy	75,295 +5,323	+8%	+$352K	2.17%	12
2025 Q4	$4.66M	Buy	+69,972	New	+$4.55M	2.62%	11

Other funds holding EFIV

Bank of Italy Rome, Italy $2.22B AUM 3.7% 1-Year Est. Return

FNWM

Financial Network Wealth Management Draper, Utah $353M AUM 17.68% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $605M AUM 14.86% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

SOA Wealth Advisors New York $605M AUM 18.7% 1-Year Est. Return

Atomic Invest's EFIV Position: Q2 2026 in Review

Atomic Invest held its State Street SPDR S&P 500 Scored and Screened ETF (EFIV) position steady in Q2 2026 at 75,295 shares worth $5.46M. The position accounts for 0.48% of the portfolio, ranked #22.

Atomic Invest first reported a position in EFIV in Q4 2025 and has held it in 3 quarters since. 144 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

Atomic Invest held 75,295 shares of State Street SPDR S&P 500 Scored and Screened ETF worth $5.46M as of Q2 2026.
Atomic Invest left its State Street SPDR S&P 500 Scored and Screened ETF share count unchanged in Q2 2026.
State Street SPDR S&P 500 Scored and Screened ETF made up 0.48% of Atomic Invest's portfolio in Q2 2026, its #22 holding.
Atomic Invest first reported a position in State Street SPDR S&P 500 Scored and Screened ETF in Q4 2025 and has held it in 3 quarters since.
144 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Scored and Screened ETF as of Q2 2026.

Based on Atomic Invest's 13F filing for Q2 2026, filed 25 Sep 2026.