Aptus Capital Advisors’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Aptus Capital Advisors’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	$625K	Hold	3,346	–	–	﹤0.01%	731
2026 Q1	$574K	Sell	3,346 -250	-7%	-$44.1K	﹤0.01%	683
2025 Q4	$626K	Hold	3,596	–	–	﹤0.01%	682
2025 Q3	$616K	Hold	3,596	–	–	﹤0.01%	654
2025 Q2	$586K	Hold	3,596	–	–	﹤0.01%	642
2025 Q1	$563K	Hold	3,596	–	–	0.01%	611
2024 Q4	$557K	Hold	3,596	–	–	0.01%	603
2024 Q3	$567K	Hold	3,596	–	–	0.01%	510
2024 Q2	$530K	Hold	3,596	–	–	0.01%	496
2024 Q1	$524K	Buy	+3,596	New	+$498K	0.01%	507

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

Aptus Capital Advisors's QUS Position: Q2 2026 in Review

Aptus Capital Advisors held its State Street SPDR MSCI USA StrategicFactors ETF (QUS) position steady in Q2 2026 at 3,346 shares worth $625K. The position accounts for ﹤0.01% of the portfolio, ranked #731.

Aptus Capital Advisors first reported a position in QUS in Q1 2024 and has held it in 10 quarters since. The position peaked at $626K in Q4 2025. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

Aptus Capital Advisors held 3,346 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $625K as of Q2 2026.
Aptus Capital Advisors 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 Aptus Capital Advisors's portfolio in Q2 2026, its #731 holding.
Aptus Capital Advisors first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q1 2024 and has held it in 10 quarters since.
Aptus Capital Advisors's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $626K in Q4 2025.
192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.