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Daffy Charitable Fund’s State Street SPDR S&P 500 Scored and Screened ETF EFIV Stock Holding History

Daffy Charitable Fund’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
2024
Q4 		$4.73M Buy
+83,806
New +$4.78M 2.63% 9

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Provida Pension Fund Administrator
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
Bank of Italy
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
Baltimore-Washington Financial Advisors
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Koss-Olinger Consulting
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $353M AUM 17.68% 1-Year Est. Return
Laurel Wealth Planning
Laurel Wealth Planning Edina, Minnesota $230M AUM 13.48% 1-Year Est. Return
Retirement Capital Strategies
Retirement Capital Strategies San Jose, California $288M AUM 17.43% 1-Year Est. Return

Daffy Charitable Fund's EFIV Position: Q4 2024 in Review

Daffy Charitable Fund opened a new position in State Street SPDR S&P 500 Scored and Screened ETF (EFIV) in Q4 2024: 83,806 shares worth $4.73M. The stake represents 2.63% of the portfolio and ranks #9 among its holdings.

115 funds tracked by Wall St. Rank hold EFIV as of Q4 2024.

  • Daffy Charitable Fund held 83,806 shares of State Street SPDR S&P 500 Scored and Screened ETF worth $4.73M as of Q4 2024.
  • State Street SPDR S&P 500 Scored and Screened ETF was a new Daffy Charitable Fund position in Q4 2024.
  • State Street SPDR S&P 500 Scored and Screened ETF made up 2.63% of Daffy Charitable Fund's portfolio in Q4 2024, its #9 holding.
  • 115 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Scored and Screened ETF as of Q4 2024.

Based on Daffy Charitable Fund's 13F filing for Q4 2024, filed 10 Nov 2026.