PWM
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Parkworth Wealth Management’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Parkworth Wealth Management’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
Q2 		$31.6K Hold
194
– – 0.02% 113
2025
Q1 		$30.4K Hold
194
– – 0.02% 107
2024
Q4 		$30K Buy
+194
New +$30.9K 0.03% 106

Other funds holding QUS

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $4.31B AUM 21.13% 1-Year Est. Return

Parkworth Wealth Management's QUS Position: Q2 2025 in Review

Parkworth Wealth Management held its State Street SPDR MSCI USA StrategicFactors ETF (QUS) position steady in Q2 2025 at 194 shares worth $31.6K. The position accounts for 0.02% of the portfolio, ranked #113.

Parkworth Wealth Management first reported a position in QUS in Q4 2024 and has held it in 3 quarters since. 172 funds tracked by Wall St. Rank hold QUS as of Q2 2025.

  • Parkworth Wealth Management held 194 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $31.6K as of Q2 2025.
  • Parkworth Wealth Management left its State Street SPDR MSCI USA StrategicFactors ETF share count unchanged in Q2 2025.
  • State Street SPDR MSCI USA StrategicFactors ETF made up 0.02% of Parkworth Wealth Management's portfolio in Q2 2025, its #113 holding.
  • Parkworth Wealth Management first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2024 and has held it in 3 quarters since.
  • 172 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.