Valmark Advisers’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Valmark Advisers’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	$267K	Hold	1,427	–	–	﹤0.01%	644
2026 Q1	$245K	Hold	1,427	–	–	﹤0.01%	622
2025 Q4	$249K	Hold	1,427	–	–	﹤0.01%	590
2025 Q3	$244K	Hold	1,427	–	–	﹤0.01%	600
2025 Q2	$233K	Hold	1,427	–	–	﹤0.01%	600
2025 Q1	$224K	Buy	1,427 +87	+6%	+$13.8K	﹤0.01%	579
2024 Q4	$207K	Hold	1,340	–	–	﹤0.01%	581
2024 Q3	$211K	Buy	+1,340	New	+$204K	﹤0.01%	567

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

Valmark Advisers's QUS Position: Q2 2026 in Review

Valmark Advisers held its State Street SPDR MSCI USA StrategicFactors ETF (QUS) position steady in Q2 2026 at 1,427 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Valmark Advisers first reported a position in QUS in Q3 2024 and has held it in 8 quarters since. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

Valmark Advisers held 1,427 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $267K as of Q2 2026.
Valmark Advisers left its State Street SPDR MSCI USA StrategicFactors ETF share count unchanged in Q2 2026.
State Street SPDR MSCI USA StrategicFactors ETF made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #644 holding.
Valmark Advisers first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q3 2024 and has held it in 8 quarters since.
192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.