Merit Financial Group’s State Street SPDR S&P 500 Scored and Screened ETF EFIV Stock Holding History

Merit Financial Group’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	$202K	Buy	+2,728	New	+$201K	﹤0.01%	2210
2023 Q3	–	Sell	-4,889	Closed	-$210K	–	752
2023 Q2	$210K	Buy	+4,889	New	+$199K	0.01%	693
2022 Q4	–	Sell	-57,271	Closed	-$1.95M	–	701
2022 Q3	$1.95M	Buy	+57,271	New	+$2.18M	0.08%	162

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

Merit Financial Group's EFIV Position: Q3 2026 in Review

Merit Financial Group opened a new position in State Street SPDR S&P 500 Scored and Screened ETF (EFIV) in Q3 2026: 2,728 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #2210 among its holdings. This is a return to the name: Merit Financial Group previously reported a position in EFIV as recently as Q2 2023.

Merit Financial Group first reported a position in EFIV in Q3 2022 and has held it in 3 quarters since. The position peaked at $1.95M in Q3 2022. 129 funds tracked by Wall St. Rank hold EFIV as of Q3 2026.

Merit Financial Group held 2,728 shares of State Street SPDR S&P 500 Scored and Screened ETF worth $202K as of Q3 2026.
State Street SPDR S&P 500 Scored and Screened ETF was a new Merit Financial Group position in Q3 2026.
State Street SPDR S&P 500 Scored and Screened ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #2210 holding.
Merit Financial Group first reported a position in State Street SPDR S&P 500 Scored and Screened ETF in Q3 2022 and has held it in 3 quarters since.
Merit Financial Group's State Street SPDR S&P 500 Scored and Screened ETF position peaked at $1.95M in Q3 2022.
129 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Scored and Screened ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.