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

Verus 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 Q3	$567K	Hold	7,650	–	–	0.36%	44
2026 Q2	$558K	Sell	7,650 -1,300	-15%	-$91.4K	0.46%	37
2026 Q1	$565K	Hold	8,950	–	–	0.52%	34
2025 Q4	$592K	Sell	8,950 -150	-2%	-$9.8K	0.55%	34
2025 Q3	$579K	Sell	9,100 -567	-6%	-$34.6K	0.54%	34
2025 Q2	$566K	Sell	9,667 -233	-2%	-$12.6K	0.57%	34
2025 Q1	$530K	Buy	9,900 +1,000	+11%	+$56.2K	0.58%	33
2024 Q4	$503K	Buy	+8,900	New	+$508K	0.56%	33

Other funds holding EFIV

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Laurel Wealth Planning Edina, Minnesota $230M AUM 13.48% 1-Year Est. Return

GAM Holding Zurich, Switzerland $1.2B AUM 28.08% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Verus Wealth Management's EFIV Position: Q3 2026 in Review

Verus Wealth Management held its State Street SPDR S&P 500 Scored and Screened ETF (EFIV) position steady in Q3 2026 at 7,650 shares worth $567K. The position accounts for 0.36% of the portfolio, ranked #44.

Verus Wealth Management first reported a position in EFIV in Q4 2024 and has held it in 8 quarters since. The position peaked at $592K in Q4 2025. 74 funds tracked by Wall St. Rank hold EFIV as of Q3 2026.

Verus Wealth Management held 7,650 shares of State Street SPDR S&P 500 Scored and Screened ETF worth $567K as of Q3 2026.
Verus Wealth Management left its State Street SPDR S&P 500 Scored and Screened ETF share count unchanged in Q3 2026.
State Street SPDR S&P 500 Scored and Screened ETF made up 0.36% of Verus Wealth Management's portfolio in Q3 2026, its #44 holding.
Verus Wealth Management first reported a position in State Street SPDR S&P 500 Scored and Screened ETF in Q4 2024 and has held it in 8 quarters since.
Verus Wealth Management's State Street SPDR S&P 500 Scored and Screened ETF position peaked at $592K in Q4 2025.
74 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Scored and Screened ETF as of Q3 2026.

Based on Verus Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.