LBMC Investment Advisors’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

LBMC Investment Advisors’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 Q1	$2.08M	Sell	12,145 -304	-2%	-$53.7K	0.13%	74
2025 Q4	$2.17M	Buy	12,449 +82	+0.7%	+$14.1K	0.13%	66
2025 Q3	$2.12M	Hold	12,367	–	–	0.14%	68
2025 Q2	$2.02M	Buy	12,367 +62	+0.5%	+$9.65K	0.14%	61
2025 Q1	$1.93M	Hold	12,305	–	–	0.15%	61
2024 Q4	$1.91M	Buy	12,305 +86	+0.7%	+$13.7K	0.15%	56
2024 Q3	$1.93M	Sell	12,219 -1,320	-10%	-$201K	0.15%	55
2024 Q2	$2M	Buy	13,539 +75	+0.6%	+$10.8K	0.17%	52
2024 Q1	$1.96M	Buy	13,464 +3,680	+38%	+$509K	0.17%	51
2023 Q4	$1.29M	Buy	9,784 +68	+0.7%	+$8.51K	0.12%	50
2023 Q3	$1.16M	Hold	9,716	–	–	0.12%	51
2023 Q2	$1.19M	Buy	9,716 +54	+0.6%	+$6.37K	0.12%	53
2023 Q1	$1.12M	Hold	9,662	–	–	0.11%	54
2022 Q4	$1.07M	Sell	9,662 -1,422	-13%	-$156K	0.11%	51
2022 Q3	$1.13M	Buy	11,084 +7,310	+194%	+$819K	0.13%	46
2022 Q2	$408K	Hold	3,774	–	–	0.04%	92
2022 Q1	$470K	Hold	3,774	–	–	0.04%	97
2021 Q4	$493K	Sell	3,774 -3,156	-46%	-$399K	0.04%	94
2021 Q3	$450	Buy	6,930 +1,715	+33%	+$211K	0.04%	94
2021 Q2	$623K	Buy	+5,215	New	+$608K	0.06%	77

Other funds holding QUS

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

TWM

Tolleson Wealth Management Dallas, Texas $685M AUM 15.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SMA

Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return

LBMC Investment Advisors's QUS Position: Q1 2026 in Review

LBMC Investment Advisors reduced its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 2.4% in Q1 2026, selling an estimated $53.7K and leaving 12,145 shares worth $2.08M. The position accounts for 0.13% of the portfolio, ranked #74.

LBMC Investment Advisors first reported a position in QUS in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.17M in Q4 2025. 189 funds tracked by Wall St. Rank hold QUS as of Q1 2026.

LBMC Investment Advisors held 12,145 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $2.08M as of Q1 2026.
LBMC Investment Advisors sold 304 State Street SPDR MSCI USA StrategicFactors ETF shares in Q1 2026, an estimated $53.7K.
State Street SPDR MSCI USA StrategicFactors ETF made up 0.13% of LBMC Investment Advisors's portfolio in Q1 2026, its #74 holding.
LBMC Investment Advisors first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q2 2021 and has held it in 20 quarters since.
LBMC Investment Advisors's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $2.17M in Q4 2025.
189 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q1 2026.

Based on LBMC Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.