TFC Financial Management’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

TFC Financial 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
2026 Q2	$223K	Hold	1,193	–	–	0.02%	139
2026 Q1	$205K	Hold	1,193	–	–	0.03%	126
2025 Q4	$208K	Hold	1,193	–	–	0.03%	127
2025 Q3	$204K	Sell	1,193 -1,125	-49%	-$187K	0.03%	126
2025 Q2	$378K	Buy	2,318 +1,125	+94%	+$175K	0.05%	88
2025 Q1	$187K	Hold	1,193	–	–	0.03%	124
2024 Q4	$185K	Hold	1,193	–	–	0.03%	131
2024 Q3	$188K	Buy	+1,193	New	+$181K	0.03%	129

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

TFC Financial Management's QUS Position: Q2 2026 in Review

TFC Financial Management held its State Street SPDR MSCI USA StrategicFactors ETF (QUS) position steady in Q2 2026 at 1,193 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #139.

TFC Financial Management first reported a position in QUS in Q3 2024 and has held it in 8 quarters since. The position peaked at $378K in Q2 2025. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

TFC Financial Management held 1,193 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $223K as of Q2 2026.
TFC Financial Management left its State Street SPDR MSCI USA StrategicFactors ETF share count unchanged in Q2 2026.
State Street SPDR MSCI USA StrategicFactors ETF made up 0.02% of TFC Financial Management's portfolio in Q2 2026, its #139 holding.
TFC Financial Management first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q3 2024 and has held it in 8 quarters since.
TFC Financial Management's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $378K in Q2 2025.
192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.