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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
Q2 		$2.28M Buy
12,199
+54
+0.4% +$9.84K 0.12% 74
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 		$450K 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
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

LBMC Investment Advisors's QUS Position: Q2 2026 in Review

LBMC Investment Advisors increased its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 0.44% in Q2 2026, buying an estimated $9.84K and bringing the position to 12,199 shares worth $2.28M. The position accounts for 0.12% of the portfolio, ranked #74.

LBMC Investment Advisors first reported a position in QUS in Q2 2021 and has held it in 21 quarters since. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

  • LBMC Investment Advisors held 12,199 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $2.28M as of Q2 2026.
  • LBMC Investment Advisors bought 54 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2026, an estimated $9.84K.
  • State Street SPDR MSCI USA StrategicFactors ETF made up 0.12% of LBMC Investment Advisors's portfolio in Q2 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 21 quarters since.
  • 192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.