BAM Wealth Management’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

BAM Wealth Management’s Portfolio QUS Stock Details QUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$283K	Sell	1,517 -25	-2%	-$4.55K	0.18%	140
2026 Q1	$265K	Sell	1,542 -197	-11%	-$34.8K	0.2%	130
2025 Q4	$303K	Sell	1,739 -1,022	-37%	-$176K	0.22%	111
2025 Q3	$473K	Buy	+2,761	New	+$458K	0.37%	72

Other funds holding QUS

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

SMA

Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return

MCM

McKinney Capital Management Houston, Texas $254M AUM

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

PRRFG

Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return

Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

VPW

Vaquero Private Wealth Dallas, Texas $486M AUM

BAM Wealth Management's QUS Position: Q2 2026 in Review

BAM Wealth Management reduced its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 1.6% in Q2 2026, selling an estimated $4.55K and leaving 1,517 shares worth $283K. The position accounts for 0.18% of the portfolio, ranked #140.

BAM Wealth Management first reported a position in QUS in Q3 2025 and has held it in 4 quarters since. The position peaked at $473K in Q3 2025. 117 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

BAM Wealth Management held 1,517 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $283K as of Q2 2026.
BAM Wealth Management sold 25 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2026, an estimated $4.55K.
State Street SPDR MSCI USA StrategicFactors ETF made up 0.18% of BAM Wealth Management's portfolio in Q2 2026, its #140 holding.
BAM Wealth Management first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q3 2025 and has held it in 4 quarters since.
BAM Wealth Management's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $473K in Q3 2025.
117 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.