PUREfi Wealth’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

PUREfi Wealth’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	$288K	Hold	1,540	–	–	0.16%	161
2026 Q1	$264K	Sell	1,540 -367	-19%	-$64.8K	0.17%	155
2025 Q4	$332K	Hold	1,907	–	–	0.25%	106
2025 Q3	$326K	Hold	1,907	–	–	0.25%	111
2025 Q2	$311K	Sell	1,907 -928	-33%	-$145K	0.25%	105
2025 Q1	$444K	Buy	+2,835	New	+$450K	0.44%	64

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

PUREfi Wealth's QUS Position: Q2 2026 in Review

PUREfi Wealth held its State Street SPDR MSCI USA StrategicFactors ETF (QUS) position steady in Q2 2026 at 1,540 shares worth $288K. The position accounts for 0.16% of the portfolio, ranked #161.

PUREfi Wealth first reported a position in QUS in Q1 2025 and has held it in 6 quarters since. The position peaked at $444K in Q1 2025. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

PUREfi Wealth held 1,540 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $288K as of Q2 2026.
PUREfi Wealth left its State Street SPDR MSCI USA StrategicFactors ETF share count unchanged in Q2 2026.
State Street SPDR MSCI USA StrategicFactors ETF made up 0.16% of PUREfi Wealth's portfolio in Q2 2026, its #161 holding.
PUREfi Wealth first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q1 2025 and has held it in 6 quarters since.
PUREfi Wealth's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $444K in Q1 2025.
192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on PUREfi Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.