IFG Advisory’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

IFG Advisory’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	$254K	Buy	+1,360	New	+$248K	0.01%	795
2026 Q1	–	Sell	-1,360	Closed	-$237K	–	748
2025 Q4	$237K	Hold	1,360	–	–	0.01%	695
2025 Q3	$233K	Sell	1,360 -200	-13%	-$33.2K	0.01%	702
2025 Q2	$254K	Hold	1,560	–	–	0.01%	655
2025 Q1	$244K	Hold	1,560	–	–	0.01%	612
2024 Q4	$242K	Buy	+1,560	New	+$249K	0.01%	591
2024 Q3	–	Sell	-2,010	Closed	-$296K	–	561
2024 Q2	$296K	Buy	+2,010	New	+$289K	0.02%	517
2024 Q1	–	Sell	-2,235	Closed	-$295K	–	528
2023 Q4	$295K	Hold	2,235	–	–	0.02%	474
2023 Q3	$270K	Buy	+2,235	New	+$277K	0.02%	458
2023 Q2	–	Sell	-2,235	Closed	-$259K	–	454
2023 Q1	$259K	Hold	2,235	–	–	0.02%	435
2022 Q4	$246K	Hold	2,235	–	–	0.02%	429
2022 Q3	$227K	Hold	2,235	–	–	0.02%	468
2022 Q2	$241K	Hold	2,235	–	–	0.03%	415
2022 Q1	$278K	Hold	2,235	–	–	0.03%	415
2021 Q4	$291K	Hold	2,235	–	–	0.03%	409
2021 Q3	$266K	Hold	2,235	–	–	0.03%	416
2021 Q2	$266K	Hold	2,235	–	–	0.03%	413
2021 Q1	$248K	Hold	2,235	–	–	0.03%	426
2020 Q4	$233K	Hold	2,235	–	–	0.03%	406
2020 Q3	$211K	Buy	+2,235	New	+$209K	0.03%	388

Other funds holding QUS

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

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

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

IFG Advisory's QUS Position: Q2 2026 in Review

IFG Advisory opened a new position in State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q2 2026: 1,360 shares worth $254K. The stake represents 0.01% of the portfolio and ranks #795 among its holdings. This is a return to the name: IFG Advisory previously reported a position in QUS as recently as Q4 2025.

IFG Advisory first reported a position in QUS in Q3 2020 and has held it in 20 quarters since. The position peaked at $296K in Q2 2024. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

IFG Advisory held 1,360 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $254K as of Q2 2026.
State Street SPDR MSCI USA StrategicFactors ETF was a new IFG Advisory position in Q2 2026.
State Street SPDR MSCI USA StrategicFactors ETF made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #795 holding.
IFG Advisory first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q3 2020 and has held it in 20 quarters since.
IFG Advisory's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $296K in Q2 2024.
192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.