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PFG Private Wealth Management’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

PFG Private 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
Q4 		– Sell
-27,711
Closed -$4.74M – 124
2025
Q3 		$4.74M Buy
+27,711
New +$4.6M 2.12% 14

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return

PFG Private Wealth Management's QUS Position: Q4 2025 in Review

PFG Private Wealth Management sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q4 2025, closing a stake of 27,711 shares — an estimated $4.74M sold.

PFG Private Wealth Management first reported a position in QUS in Q3 2025 and held it in 1 quarter. The position peaked at $4.74M in Q3 2025. 178 funds tracked by Wall St. Rank hold QUS as of Q4 2025.

  • PFG Private Wealth Management reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q4 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 27,711 State Street SPDR MSCI USA StrategicFactors ETF shares in Q4 2025, an estimated $4.74M.
  • PFG Private Wealth Management first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q3 2025 and held it in 1 quarter.
  • PFG Private Wealth Management's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $4.74M in Q3 2025.
  • 178 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q4 2025.

Based on PFG Private Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.