EP Wealth Advisors
EFIV icon

EP Wealth Advisors’s State Street SPDR S&P 500 Scored and Screened ETF EFIV Stock Holding History

EP Wealth Advisors’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 		$249K Sell
3,416
-79
-2% -$5.55K ﹤0.01% 1395
2026
Q1 		$220K Buy
+3,495
New +$231K ﹤0.01% 1356

Other funds holding EFIV

Bank of Italy
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $353M AUM 17.68% 1-Year Est. Return
Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Koss-Olinger Consulting
Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return
Baltimore-Washington Financial Advisors
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Systelligence LLC
Systelligence LLC Bloomington, Minnesota $605M AUM 14.86% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
SOA Wealth Advisors
SOA Wealth Advisors New York $605M AUM 18.7% 1-Year Est. Return

EP Wealth Advisors's EFIV Position: Q2 2026 in Review

EP Wealth Advisors reduced its State Street SPDR S&P 500 Scored and Screened ETF (EFIV) stake by 2.3% in Q2 2026, selling an estimated $5.55K and leaving 3,416 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #1395.

EP Wealth Advisors first reported a position in EFIV in Q1 2026 and has held it in 2 quarters since. 144 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • EP Wealth Advisors held 3,416 shares of State Street SPDR S&P 500 Scored and Screened ETF worth $249K as of Q2 2026.
  • EP Wealth Advisors sold 79 State Street SPDR S&P 500 Scored and Screened ETF shares in Q2 2026, an estimated $5.55K.
  • State Street SPDR S&P 500 Scored and Screened ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1395 holding.
  • EP Wealth Advisors first reported a position in State Street SPDR S&P 500 Scored and Screened ETF in Q1 2026 and has held it in 2 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 EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.