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Accordant Advisory Group’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Accordant Advisory 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
2026
Q2 		$38.1K Hold
204
– – 0.03% 106
2026
Q1 		$35K Buy
+204
New +$36K 0.02% 102

Other funds holding QUS

Focus Partners Wealth
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
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
BW
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

Accordant Advisory Group's QUS Position: Q2 2026 in Review

Accordant Advisory Group held its State Street SPDR MSCI USA StrategicFactors ETF (QUS) position steady in Q2 2026 at 204 shares worth $38.1K. The position accounts for 0.03% of the portfolio, ranked #106.

Accordant Advisory Group first reported a position in QUS in Q1 2026 and has held it in 2 quarters since. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

  • Accordant Advisory Group held 204 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $38.1K as of Q2 2026.
  • Accordant Advisory Group left its State Street SPDR MSCI USA StrategicFactors ETF share count unchanged in Q2 2026.
  • State Street SPDR MSCI USA StrategicFactors ETF made up 0.03% of Accordant Advisory Group's portfolio in Q2 2026, its #106 holding.
  • Accordant Advisory Group first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q1 2026 and has held it in 2 quarters since.
  • 192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Accordant Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.