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

Cerity Partners’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 Q3	$272K	Buy	+3,672	New	+$271K	﹤0.01%	2893

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 $365M AUM 12.88% 1-Year Est. Return

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

Baltimore-Washington Financial Advisors Columbia, Maryland $2.78B AUM 15.19% 1-Year Est. Return

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

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

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

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

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

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

Cerity Partners's EFIV Position: Q3 2026 in Review

Cerity Partners opened a new position in State Street SPDR S&P 500 Scored and Screened ETF (EFIV) in Q3 2026: 3,672 shares worth $272K. The stake represents ﹤0.01% of the portfolio and ranks #2893 among its holdings.

129 funds tracked by Wall St. Rank hold EFIV as of Q3 2026.

Cerity Partners held 3,672 shares of State Street SPDR S&P 500 Scored and Screened ETF worth $272K as of Q3 2026.
State Street SPDR S&P 500 Scored and Screened ETF was a new Cerity Partners position in Q3 2026.
State Street SPDR S&P 500 Scored and Screened ETF made up ﹤0.01% of Cerity Partners's portfolio in Q3 2026, its #2893 holding.
129 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Scored and Screened ETF as of Q3 2026.

Based on Cerity Partners's 13F filing for Q3 2026, filed 13 Nov 2026.