CPG
QUS icon

Cornerstone Planning Group’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Cornerstone Planning Group’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
2025
Q4 		– Sell
-221
Closed -$5.56K – 1818
2025
Q3 		$5.56K Buy
+221
New +$36.7K ﹤0.01% 924

Other funds holding QUS

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $685M AUM 15.32% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return

Cornerstone Planning Group's QUS Position: Q4 2025 in Review

Cornerstone Planning Group sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q4 2025, closing a stake of 221 shares — an estimated $5.56K sold.

Cornerstone Planning Group first reported a position in QUS in Q3 2025 and held it in 1 quarter. The position peaked at $5.56K in Q3 2025. 178 funds tracked by Wall St. Rank hold QUS as of Q4 2025.

  • Cornerstone Planning Group reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 221 State Street SPDR MSCI USA StrategicFactors ETF shares in Q4 2025, an estimated $5.56K.
  • Cornerstone Planning Group first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q3 2025 and held it in 1 quarter.
  • Cornerstone Planning Group's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $5.56K in Q3 2025.
  • 178 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q4 2025.

Based on Cornerstone Planning Group's 13F filing for Q4 2025, filed 2 Feb 2026.