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

Private Advisor 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 Q2	$7.22M	Sell	99,044 -24,737	-20%	-$1.74M	0.03%	479
2026 Q1	$7.81M	Sell	123,781 -28,007	-18%	-$1.85M	0.04%	482
2025 Q4	$10M	Buy	151,788 +1,071	+0.7%	+$69.7K	0.05%	398
2025 Q3	$9.6M	Sell	150,717 -1,157	-0.8%	-$70.6K	0.05%	401
2025 Q2	$8.89M	Buy	151,874 +1,642	+1%	+$89K	0.05%	395
2025 Q1	$8.04M	Sell	150,232 -90,948	-38%	-$5.11M	0.05%	389
2024 Q4	$13.6M	Buy	241,180 +5,815	+2%	+$332K	0.08%	244
2024 Q3	$13.1M	Buy	235,365 +183,283	+352%	+$9.9M	0.08%	231
2024 Q2	$2.77M	Sell	52,082 -1,304	-2%	-$66.4K	0.02%	711
2024 Q1	$2.7M	Buy	53,386 +21,426	+67%	+$1.03M	0.02%	677
2023 Q4	$1.48M	Buy	31,960 +1,436	+5%	+$62.3K	0.01%	906
2023 Q3	$1.27M	Buy	30,524 +4,058	+15%	+$175K	0.01%	919
2023 Q2	$1.14M	Buy	26,466 +5,757	+28%	+$234K	0.01%	987
2023 Q1	$817K	Sell	20,709 -531	-3%	-$20.3K	0.01%	1098
2022 Q4	$779	Sell	21,240 -475	-2%	-$17.5K	﹤0.01%	1293
2022 Q3	$739K	Buy	21,715 +10,056	+86%	+$382K	0.01%	1062
2022 Q2	$422K	Buy	11,659 +6,422	+123%	+$252K	﹤0.01%	1485
2022 Q1	$227K	Buy	+5,237	New	+$224K	﹤0.01%	1828

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

Private Advisor Group's EFIV Position: Q2 2026 in Review

Private Advisor Group reduced its State Street SPDR S&P 500 Scored and Screened ETF (EFIV) stake by 20% in Q2 2026, selling an estimated $1.74M and leaving 99,044 shares worth $7.22M. The position accounts for 0.03% of the portfolio, ranked #479.

Private Advisor Group first reported a position in EFIV in Q1 2022 and has held it in 18 quarters since. The position peaked at $13.6M in Q4 2024. 143 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

Private Advisor Group held 99,044 shares of State Street SPDR S&P 500 Scored and Screened ETF worth $7.22M as of Q2 2026.
Private Advisor Group sold 24,737 State Street SPDR S&P 500 Scored and Screened ETF shares in Q2 2026, an estimated $1.74M.
State Street SPDR S&P 500 Scored and Screened ETF made up 0.03% of Private Advisor Group's portfolio in Q2 2026, its #479 holding.
Private Advisor Group first reported a position in State Street SPDR S&P 500 Scored and Screened ETF in Q1 2022 and has held it in 18 quarters since.
Private Advisor Group's State Street SPDR S&P 500 Scored and Screened ETF position peaked at $13.6M in Q4 2024.
143 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Scored and Screened ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.