Creative Planning
QUS icon

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

Creative Planning’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 		– Sell
-1,225
Closed -$210K – 4382
2026
Q1 		$210K Buy
+1,225
New +$216K ﹤0.01% 3689
2022
Q3 		– Sell
-783
Closed -$85K – 2424
2022
Q2 		$85K Buy
+783
New +$90.4K ﹤0.01% 1989

Other funds holding QUS

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 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 $1.51B AUM 28.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
BW
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

Creative Planning's QUS Position: Q2 2026 in Review

Creative Planning sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q2 2026, closing a stake of 1,225 shares — an estimated $210K sold.

Creative Planning first reported a position in QUS in Q2 2022 and held it in 2 quarters. The position peaked at $210K in Q1 2026. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

  • Creative Planning reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q2 2026 after selling out during the quarter.
  • Creative Planning sold 1,225 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2026, an estimated $210K.
  • Creative Planning first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q2 2022 and held it in 2 quarters.
  • Creative Planning's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $210K in Q1 2026.
  • 192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.