Mark Sheptoff Financial Planning’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Mark Sheptoff Financial Planning’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	$4.67K	Hold	25	–	–	﹤0.01%	453
2026 Q1	$4.54K	Sell	25 -5	-17%	-$882	﹤0.01%	446
2025 Q4	$5.23K	Hold	30	–	–	﹤0.01%	431
2025 Q3	$5.14K	Hold	30	–	–	﹤0.01%	407
2025 Q2	$4.89K	Hold	30	–	–	﹤0.01%	399
2025 Q1	$4.7K	Hold	30	–	–	﹤0.01%	378
2024 Q4	$4.65K	Hold	30	–	–	﹤0.01%	372
2024 Q3	$4.73K	Buy	+30	New	+$4.56K	﹤0.01%	366

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

Mark Sheptoff Financial Planning's QUS Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its State Street SPDR MSCI USA StrategicFactors ETF (QUS) position steady in Q2 2026 at 25 shares worth $4.67K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

Mark Sheptoff Financial Planning first reported a position in QUS in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.23K in Q4 2025. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

Mark Sheptoff Financial Planning held 25 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $4.67K as of Q2 2026.
Mark Sheptoff Financial Planning left its State Street SPDR MSCI USA StrategicFactors ETF share count unchanged in Q2 2026.
State Street SPDR MSCI USA StrategicFactors ETF made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #453 holding.
Mark Sheptoff Financial Planning first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q3 2024 and has held it in 8 quarters since.
Mark Sheptoff Financial Planning's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $5.23K in Q4 2025.
192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.