SHP Wealth Management
EFIV icon

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

SHP 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
Q2 		$275K Hold
3,769
– – 0.02% 245
2026
Q1 		$238K Hold
3,769
– – 0.02% 236
2025
Q4 		$249K Buy
+3,769
New +$245K 0.02% 221

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

SHP Wealth Management's EFIV Position: Q2 2026 in Review

SHP Wealth Management held its State Street SPDR S&P 500 Scored and Screened ETF (EFIV) position steady in Q2 2026 at 3,769 shares worth $275K. The position accounts for 0.02% of the portfolio, ranked #245.

SHP Wealth Management first reported a position in EFIV in Q4 2025 and has held it in 3 quarters since. 145 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • SHP Wealth Management held 3,769 shares of State Street SPDR S&P 500 Scored and Screened ETF worth $275K as of Q2 2026.
  • SHP Wealth Management left its State Street SPDR S&P 500 Scored and Screened ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P 500 Scored and Screened ETF made up 0.02% of SHP Wealth Management's portfolio in Q2 2026, its #245 holding.
  • SHP Wealth Management first reported a position in State Street SPDR S&P 500 Scored and Screened ETF in Q4 2025 and has held it in 3 quarters since.
  • 145 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Scored and Screened ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.