Wood Tarver Financial Group’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Wood Tarver Financial Group’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 Q3	–	Sell	-447	Closed	-$72K	–	525
2025 Q2	$72K	Buy	447 +283	+173%	+$44.1K	0.02%	252
2025 Q1	$25.6K	Hold	164	–	–	0.01%	328
2024 Q4	$25K	Buy	+164	New	+$26.1K	0.01%	327

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

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

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

PAG

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

PIA

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wood Tarver Financial Group's QUS Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q3 2025, closing a stake of 447 shares — an estimated $72K sold.

Wood Tarver Financial Group first reported a position in QUS in Q4 2024 and held it in 3 quarters. The position peaked at $72K in Q2 2025. 180 funds tracked by Wall St. Rank hold QUS as of Q3 2025.

Wood Tarver Financial Group reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q3 2025 after selling out during the quarter.
Wood Tarver Financial Group sold 447 State Street SPDR MSCI USA StrategicFactors ETF shares in Q3 2025, an estimated $72K.
Wood Tarver Financial Group first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2024 and held it in 3 quarters.
Wood Tarver Financial Group's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $72K in Q2 2025.
180 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.