Vantage Financial Partners (Wisconsin)’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Vantage Financial Partners (Wisconsin)’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 Q4	$209K	Buy	1,200 +9	+0.8%	+$1.55K	0.04%	200
2025 Q3	$204K	Buy	+1,191	New	+$198K	0.04%	204
2025 Q1	–	Sell	-1,567	Closed	-$243K	–	201
2024 Q4	$243K	Sell	1,567 -547	-26%	-$87.2K	0.06%	151
2024 Q3	$333K	Sell	2,114 -1,079	-34%	-$164K	0.08%	132
2024 Q2	$471K	Buy	3,193 +197	+7%	+$28.4K	0.12%	89
2024 Q1	$436K	Buy	2,996 +486	+19%	+$67.3K	0.12%	88
2023 Q4	$332K	Buy	+2,510	New	+$314K	0.1%	95

Other funds holding QUS

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

TWM

Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PIA

Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GWAG

Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s QUS Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) increased its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 0.76% in Q4 2025, buying an estimated $1.55K and bringing the position to 1,200 shares worth $209K. The position accounts for 0.04% of the portfolio, ranked #200.

Vantage Financial Partners (Wisconsin) first reported a position in QUS in Q4 2023 and has held it in 7 quarters since. The position peaked at $471K in Q2 2024. 178 funds tracked by Wall St. Rank hold QUS as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 1,200 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $209K as of Q4 2025.
Vantage Financial Partners (Wisconsin) bought 9 State Street SPDR MSCI USA StrategicFactors ETF shares in Q4 2025, an estimated $1.55K.
State Street SPDR MSCI USA StrategicFactors ETF made up 0.04% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #200 holding.
Vantage Financial Partners (Wisconsin) first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2023 and has held it in 7 quarters since.
Vantage Financial Partners (Wisconsin)'s State Street SPDR MSCI USA StrategicFactors ETF position peaked at $471K in Q2 2024.
178 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.