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 Q3	$293K	Hold	1,540	–	–	0.14%	181
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

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

First Hawaiian Bank Honolulu, Hawaii $826M AUM 13.14% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

PUREfi Wealth's QUS Position: Q3 2026 in Review

PUREfi Wealth held its State Street SPDR MSCI USA StrategicFactors ETF (QUS) position steady in Q3 2026 at 1,540 shares worth $293K. The position accounts for 0.14% of the portfolio, ranked #181.

PUREfi Wealth first reported a position in QUS in Q1 2025 and has held it in 7 quarters since. The position peaked at $444K in Q1 2025. 48 funds tracked by Wall St. Rank hold QUS as of Q3 2026.

PUREfi Wealth held 1,540 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $293K as of Q3 2026.
PUREfi Wealth left its State Street SPDR MSCI USA StrategicFactors ETF share count unchanged in Q3 2026.
State Street SPDR MSCI USA StrategicFactors ETF made up 0.14% of PUREfi Wealth's portfolio in Q3 2026, its #181 holding.
PUREfi Wealth first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q1 2025 and has held it in 7 quarters since.
PUREfi Wealth's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $444K in Q1 2025.
48 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.