Retireful LLC’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Retireful LLC’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 Q2	–	Sell	-157	Closed	-$437K	–	167
2025 Q1	$437K	Buy	+157	New	+$24.9K	0.41%	64
2024 Q2	–	Sell	-4,365	Closed	-$636K	–	139
2024 Q1	$636K	Buy	+4,365	New	+$604K	0.26%	81

Other funds holding QUS

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

TWM

Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PIA

Perennial Investment Advisors Los Angeles, California $1.51B AUM 28.71% 1-Year Est. Return

MYIA

Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return

Retireful LLC's QUS Position: Q2 2025 in Review

Retireful LLC sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q2 2025, closing a stake of 157 shares — an estimated $437K sold.

Retireful LLC first reported a position in QUS in Q1 2024 and held it in 2 quarters. The position peaked at $636K in Q1 2024. 173 funds tracked by Wall St. Rank hold QUS as of Q2 2025.

Retireful LLC reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q2 2025 after selling out during the quarter.
Retireful LLC sold 157 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2025, an estimated $437K.
Retireful LLC first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q1 2024 and held it in 2 quarters.
Retireful LLC's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $636K in Q1 2024.
173 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2025.

Based on Retireful LLC's 13F filing for Q2 2025, filed 15 Jul 2025.