Paul R. Ried Financial Group’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Paul R. Ried Financial Group’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	$14.3M	Buy	76,485 +2,491	+3%	+$454K	6.24%	8
2026 Q1	$12.7M	Buy	73,994 +3,133	+4%	+$553K	5.9%	8
2025 Q4	$12.3M	Buy	70,861 +863	+1%	+$149K	5.83%	8
2025 Q3	$12M	Buy	69,998 +4,253	+6%	+$706K	6.06%	7
2025 Q2	$10.7M	Buy	65,745 +3,445	+6%	+$536K	6.49%	7
2025 Q1	$9.76M	Buy	62,300 +3,206	+5%	+$509K	6.8%	8
2024 Q4	$9.15M	Buy	+59,094	New	+$9.42M	6.42%	8

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

Paul R. Ried Financial Group's QUS Position: Q2 2026 in Review

Paul R. Ried Financial Group increased its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 3.4% in Q2 2026, buying an estimated $454K and bringing the position to 76,485 shares worth $14.3M. The position accounts for 6.24% of the portfolio, ranked #8.

Paul R. Ried Financial Group first reported a position in QUS in Q4 2024 and has held it in 7 quarters since. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

Paul R. Ried Financial Group held 76,485 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $14.3M as of Q2 2026.
Paul R. Ried Financial Group bought 2,491 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2026, an estimated $454K.
State Street SPDR MSCI USA StrategicFactors ETF made up 6.24% of Paul R. Ried Financial Group's portfolio in Q2 2026, its #8 holding.
Paul R. Ried Financial Group first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2024 and has held it in 7 quarters since.
192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Paul R. Ried Financial Group's 13F filing for Q2 2026, filed 7 Jul 2026.