BPI
EFIV icon

BFC Planning, Inc.’s State Street SPDR S&P 500 Scored and Screened ETF EFIV Stock Holding History

BFC Planning, Inc.’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 		– Sell
-2,680
Closed -$195K – 3507
2026
Q2 		$195K Buy
+2,680
New +$188K 0.01% 938

Other funds holding EFIV

Bank of Italy
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
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Baltimore-Washington Financial Advisors
Baltimore-Washington Financial Advisors Columbia, Maryland $2.78B AUM 15.19% 1-Year Est. Return
Koss-Olinger Consulting
Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Systelligence LLC
Systelligence LLC Bloomington, Minnesota $605M AUM 14.86% 1-Year Est. Return
SOA Wealth Advisors
SOA Wealth Advisors New York $605M AUM 18.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

BFC Planning, Inc.'s EFIV Position: Q3 2026 in Review

BFC Planning, Inc. sold out of State Street SPDR S&P 500 Scored and Screened ETF (EFIV) in Q3 2026, closing a stake of 2,680 shares — an estimated $195K sold.

BFC Planning, Inc. first reported a position in EFIV in Q2 2026 and held it in 1 quarter. The position peaked at $195K in Q2 2026. 129 funds tracked by Wall St. Rank hold EFIV as of Q3 2026.

  • BFC Planning, Inc. reported no remaining State Street SPDR S&P 500 Scored and Screened ETF position as of Q3 2026 after selling out during the quarter.
  • BFC Planning, Inc. sold 2,680 State Street SPDR S&P 500 Scored and Screened ETF shares in Q3 2026, an estimated $195K.
  • BFC Planning, Inc. first reported a position in State Street SPDR S&P 500 Scored and Screened ETF in Q2 2026 and held it in 1 quarter.
  • BFC Planning, Inc.'s State Street SPDR S&P 500 Scored and Screened ETF position peaked at $195K in Q2 2026.
  • 129 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Scored and Screened ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.