Ameritas Advisory Services’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Ameritas Advisory Services’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	$482K	Hold	2,577	–	–	0.01%	807
2026 Q1	$442K	Sell	2,577 -15	-0.6%	-$2.65K	0.02%	618
2025 Q4	$451K	Buy	2,592 +15	+0.6%	+$2.59K	0.02%	608
2025 Q3	$441K	Sell	2,577 -34,027	-93%	-$5.65M	0.03%	429
2025 Q2	$5.97M	Buy	36,604 +33,779	+1,196%	+$5.26M	0.31%	56
2025 Q1	$438K	Sell	2,825 -37,098	-93%	-$5.89M	0.02%	602
2024 Q4	$6.18M	Buy	+39,923	New	+$6.36M	0.21%	96
2024 Q3	–	Sell	-7,559	Closed	-$1.11M	–	924
2024 Q2	$1.11M	Buy	7,559 +4,742	+168%	+$683K	0.04%	378
2024 Q1	$396K	Buy	+2,817	New	+$390K	0.02%	617
2023 Q4	–	Sell	-2,817	Closed	-$343K	–	820
2023 Q3	$343K	Buy	2,817 +240	+9%	+$29.8K	0.02%	598
2023 Q2	$313K	Sell	2,577 -240	-9%	-$28.3K	0.04%	400
2023 Q1	$327K	Sell	2,817 -524	-16%	-$59.4K	0.02%	618
2022 Q4	$369K	Buy	3,341 +524	+19%	+$57.6K	0.02%	639
2022 Q3	$286K	Hold	2,817	–	–	0.02%	600
2022 Q2	$304K	Hold	2,817	–	–	0.02%	612
2022 Q1	$351K	Hold	2,817	–	–	0.01%	610
2021 Q4	$368K	Buy	+2,817	New	+$356K	0.01%	589

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

Ameritas Advisory Services's QUS Position: Q2 2026 in Review

Ameritas Advisory Services held its State Street SPDR MSCI USA StrategicFactors ETF (QUS) position steady in Q2 2026 at 2,577 shares worth $482K. The position accounts for 0.01% of the portfolio, ranked #807.

Ameritas Advisory Services first reported a position in QUS in Q4 2021 and has held it in 17 quarters since. The position peaked at $6.18M in Q4 2024. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

Ameritas Advisory Services held 2,577 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $482K as of Q2 2026.
Ameritas Advisory Services 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 Ameritas Advisory Services's portfolio in Q2 2026, its #807 holding.
Ameritas Advisory Services first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2021 and has held it in 17 quarters since.
Ameritas Advisory Services's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $6.18M in Q4 2024.
192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.