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

Goldman Sachs’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	$1.08M	Buy	14,794 +328	+2%	+$23.1K	﹤0.01%	5155
2026 Q1	$913K	Buy	14,466 +3,884	+37%	+$257K	﹤0.01%	5154
2025 Q4	$700K	Sell	10,582 -30,301	-74%	-$1.97M	﹤0.01%	5385
2025 Q3	$2.6M	Buy	40,883 +12,398	+44%	+$756K	﹤0.01%	4255
2025 Q2	$1.67M	Sell	28,485 -27,757	-49%	-$1.5M	﹤0.01%	4318
2025 Q1	$3.01M	Buy	56,242 +47,425	+538%	+$2.66M	﹤0.01%	3833
2024 Q4	$498K	Sell	8,817 -502	-5%	-$28.6K	﹤0.01%	5249
2024 Q3	$520K	Buy	9,319 +354	+4%	+$19.1K	﹤0.01%	5030
2024 Q2	$476K	Buy	8,965 +155	+2%	+$7.89K	﹤0.01%	4861
2024 Q1	$446K	Buy	8,810 +1,620	+23%	+$78.2K	﹤0.01%	4799
2023 Q4	$332K	Buy	+7,190	New	+$312K	﹤0.01%	4939
2023 Q2	–	Sell	-29,588	Closed	-$1.17M	–	5821
2023 Q1	$1.17M	Buy	29,588 +5,956	+25%	+$228K	﹤0.01%	4272
2022 Q4	$866K	Buy	23,632 +14,001	+145%	+$516K	﹤0.01%	4516
2022 Q3	$328K	Hold	9,631	–	–	﹤0.01%	5250
2022 Q2	$349K	Sell	9,631 -19,780	-67%	-$776K	﹤0.01%	5318
2022 Q1	$1.28M	Buy	29,411 +20,338	+224%	+$868K	﹤0.01%	4634
2021 Q4	$411K	Sell	9,073 -27,433	-75%	-$1.2M	﹤0.01%	5496
2021 Q3	$1.47M	Sell	36,506 -19,504	-35%	-$807K	﹤0.01%	4452
2021 Q2	$2.25M	Buy	+56,010	New	+$2.19M	﹤0.01%	4097

Other funds holding EFIV

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

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 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 $595M AUM 25.98% 1-Year Est. Return

Goldman Sachs's EFIV Position: Q2 2026 in Review

Goldman Sachs increased its State Street SPDR S&P 500 Scored and Screened ETF (EFIV) stake by 2.3% in Q2 2026, buying an estimated $23.1K and bringing the position to 14,794 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #5155.

Goldman Sachs first reported a position in EFIV in Q2 2021 and has held it in 19 quarters since. The position peaked at $3.01M in Q1 2025. 143 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

Goldman Sachs held 14,794 shares of State Street SPDR S&P 500 Scored and Screened ETF worth $1.08M as of Q2 2026.
Goldman Sachs bought 328 State Street SPDR S&P 500 Scored and Screened ETF shares in Q2 2026, an estimated $23.1K.
State Street SPDR S&P 500 Scored and Screened ETF made up ﹤0.01% of Goldman Sachs's portfolio in Q2 2026, its #5155 holding.
Goldman Sachs first reported a position in State Street SPDR S&P 500 Scored and Screened ETF in Q2 2021 and has held it in 19 quarters since.
Goldman Sachs's State Street SPDR S&P 500 Scored and Screened ETF position peaked at $3.01M in Q1 2025.
143 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Scored and Screened ETF as of Q2 2026.

Based on Goldman Sachs's 13F filing for Q2 2026, filed 14 Aug 2026.