Financial Network Wealth Management’s State Street SPDR S&P 500 Scored and Screened ETF EFIV Stock Holding History

Financial Network Wealth Management’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	$39.2M	Sell	528,648 -265	-0.1%	-$19.6K	10.72%	2
2026 Q2	$38.6M	Buy	528,913 +10,339	+2%	+$727K	10.93%	2
2026 Q1	$32.7M	Buy	518,574 +30,908	+6%	+$2.04M	10.35%	2
2025 Q4	$32.3M	Buy	487,666 +13,487	+3%	+$877K	9.92%	2
2025 Q3	$31M	Buy	+474,179	New	+$28.9M	9.58%	2
2025 Q1	$13.1M	Buy	244,837 +28,307	+13%	+$1.59M	4.62%	6
2024 Q4	$12.2M	Buy	216,530 +23,455	+12%	+$1.34M	4.37%	8
2024 Q3	$10.8M	Buy	193,075 +15,891	+9%	+$857K	3.86%	9
2024 Q2	$9.41M	Buy	177,184 +11,369	+7%	+$578K	3.58%	9
2024 Q1	$8.32M	Buy	+165,815	New	+$8M	3.94%	9

Other funds holding EFIV

Bank of Italy Rome, Italy $2.22B AUM 3.7% 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

Retirement Capital Strategies San Jose, California $288M AUM 13.82% 1-Year Est. Return

Financial Network Wealth Management's EFIV Position: Q3 2026 in Review

Financial Network Wealth Management reduced its State Street SPDR S&P 500 Scored and Screened ETF (EFIV) stake by 0.05% in Q3 2026, selling an estimated $19.6K and leaving 528,648 shares worth $39.2M. The position accounts for 10.72% of the portfolio, ranked #2.

Financial Network Wealth Management first reported a position in EFIV in Q1 2024 and has held it in 10 quarters since. 129 funds tracked by Wall St. Rank hold EFIV as of Q3 2026.

Financial Network Wealth Management held 528,648 shares of State Street SPDR S&P 500 Scored and Screened ETF worth $39.2M as of Q3 2026.
Financial Network Wealth Management sold 265 State Street SPDR S&P 500 Scored and Screened ETF shares in Q3 2026, an estimated $19.6K.
State Street SPDR S&P 500 Scored and Screened ETF made up 10.72% of Financial Network Wealth Management's portfolio in Q3 2026, its #2 holding.
Financial Network Wealth Management first reported a position in State Street SPDR S&P 500 Scored and Screened ETF in Q1 2024 and has held it in 10 quarters since.
129 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Scored and Screened ETF as of Q3 2026.

Based on Financial Network Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.