Perryman Financial Advisory’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Perryman Financial Advisory’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	$305K	Buy	1,634 +4	+0.2%	+$729	0.04%	167
2026 Q1	$280K	Buy	1,630 +26	+2%	+$4.59K	0.04%	154
2025 Q4	$279K	Buy	+1,604	New	+$277K	0.04%	154

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

Perryman Financial Advisory's QUS Position: Q2 2026 in Review

Perryman Financial Advisory increased its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 0.25% in Q2 2026, buying an estimated $729 and bringing the position to 1,634 shares worth $305K. The position accounts for 0.04% of the portfolio, ranked #167.

Perryman Financial Advisory first reported a position in QUS in Q4 2025 and has held it in 3 quarters since. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

Perryman Financial Advisory held 1,634 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $305K as of Q2 2026.
Perryman Financial Advisory bought 4 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2026, an estimated $729.
State Street SPDR MSCI USA StrategicFactors ETF made up 0.04% of Perryman Financial Advisory's portfolio in Q2 2026, its #167 holding.
Perryman Financial Advisory first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2025 and has held it in 3 quarters since.
192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.