BFC Planning, Inc.’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

BFC Planning, Inc.’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 Q3	$98.9K	Sell	520 -35	-6%	-$6.7K	﹤0.01%	1239
2026 Q2	$104K	Buy	+555	New	+$101K	﹤0.01%	1227

Other funds holding QUS

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

SFMG Wealth Advisors Plano, Texas $1.66B AUM 20.35% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Perennial Investment Advisors Los Angeles, California $1.6B AUM 18.89% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Sage Mountain Advisors Atlanta, Georgia $1.69B AUM 11.4% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

McKinney Capital Management Houston, Texas $254M AUM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

BFC Planning, Inc.'s QUS Position: Q3 2026 in Review

BFC Planning, Inc. reduced its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 6.3% in Q3 2026, selling an estimated $6.7K and leaving 520 shares worth $98.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

BFC Planning, Inc. first reported a position in QUS in Q2 2026 and has held it in 2 quarters since. The position peaked at $104K in Q2 2026. 182 funds tracked by Wall St. Rank hold QUS as of Q3 2026.

BFC Planning, Inc. held 520 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $98.9K as of Q3 2026.
BFC Planning, Inc. sold 35 State Street SPDR MSCI USA StrategicFactors ETF shares in Q3 2026, an estimated $6.7K.
State Street SPDR MSCI USA StrategicFactors ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #1239 holding.
BFC Planning, Inc. first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q2 2026 and has held it in 2 quarters since.
BFC Planning, Inc.'s State Street SPDR MSCI USA StrategicFactors ETF position peaked at $104K in Q2 2026.
182 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.