Strategic Financial Partners’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Strategic Financial Partners’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	$1.26M	Sell	6,722 -14,596	-68%	-$2.66M	0.47%	43
2026 Q1	$3.66M	Buy	21,318 +9,475	+80%	+$1.67M	1.58%	14
2025 Q4	$2.06M	Buy	11,843 +1,032	+10%	+$178K	0.89%	25
2025 Q3	$1.85M	Buy	10,811 +227	+2%	+$37.7K	0.85%	26
2025 Q2	$1.73M	Buy	+10,584	New	+$1.65M	0.8%	26
2024 Q3	–	Sell	-1,539	Closed	-$227K	–	69
2024 Q2	$227K	Sell	1,539 -85	-5%	-$12.2K	0.12%	62
2024 Q1	$237K	Hold	1,624	–	–	0.13%	66
2023 Q4	$215K	Buy	+1,624	New	+$203K	0.12%	67
2022 Q2	–	Sell	-1,604	Closed	-$200K	–	69
2022 Q1	$200K	Hold	1,604	–	–	0.1%	69
2021 Q4	$210K	Buy	+1,604	New	+$203K	0.1%	68

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

Strategic Financial Partners's QUS Position: Q2 2026 in Review

Strategic Financial Partners reduced its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 68% in Q2 2026, selling an estimated $2.66M and leaving 6,722 shares worth $1.26M. The position accounts for 0.47% of the portfolio, ranked #43.

Strategic Financial Partners first reported a position in QUS in Q4 2021 and has held it in 10 quarters since. The position peaked at $3.66M in Q1 2026. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

Strategic Financial Partners held 6,722 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $1.26M as of Q2 2026.
Strategic Financial Partners sold 14,596 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2026, an estimated $2.66M.
State Street SPDR MSCI USA StrategicFactors ETF made up 0.47% of Strategic Financial Partners's portfolio in Q2 2026, its #43 holding.
Strategic Financial Partners first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2021 and has held it in 10 quarters since.
Strategic Financial Partners's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $3.66M in Q1 2026.
192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Strategic Financial Partners's 13F filing for Q2 2026, filed 3 Aug 2026.