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Hershey Financial Advisers’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Hershey Financial Advisers’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
Q3 		– Sell
-6,507
Closed -$1.06M – 96
2025
Q2 		$1.06M Buy
+6,507
New +$1.01M 0.95% 44

Other funds holding QUS

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.51B AUM 28.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Hershey Financial Advisers's QUS Position: Q3 2025 in Review

Hershey Financial Advisers sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q3 2025, closing a stake of 6,507 shares — an estimated $1.06M sold.

Hershey Financial Advisers first reported a position in QUS in Q2 2025 and held it in 1 quarter. The position peaked at $1.06M in Q2 2025. 180 funds tracked by Wall St. Rank hold QUS as of Q3 2025.

  • Hershey Financial Advisers reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q3 2025 after selling out during the quarter.
  • Hershey Financial Advisers sold 6,507 State Street SPDR MSCI USA StrategicFactors ETF shares in Q3 2025, an estimated $1.06M.
  • Hershey Financial Advisers first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q2 2025 and held it in 1 quarter.
  • Hershey Financial Advisers's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $1.06M in Q2 2025.
  • 180 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q3 2025.

Based on Hershey Financial Advisers's 13F filing for Q3 2025, filed 17 Nov 2025.