AssetMark Inc
QUS icon

AssetMark Inc’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

AssetMark Inc’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 		$9.53K Hold
51
– – ﹤0.01% 2469
2026
Q1 		$8.75K Buy
+51
New +$9K ﹤0.01% 2356
2024
Q3 		– Sell
-61
Closed -$8.99K – 2337
2024
Q2 		$8.99K Buy
+61
New +$8.78K ﹤0.01% 1513

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

AssetMark Inc's QUS Position: Q2 2026 in Review

AssetMark Inc held its State Street SPDR MSCI USA StrategicFactors ETF (QUS) position steady in Q2 2026 at 51 shares worth $9.53K. The position accounts for ﹤0.01% of the portfolio, ranked #2469.

AssetMark Inc first reported a position in QUS in Q2 2024 and has held it in 3 quarters since. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

  • AssetMark Inc held 51 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $9.53K as of Q2 2026.
  • AssetMark Inc 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 AssetMark Inc's portfolio in Q2 2026, its #2469 holding.
  • AssetMark Inc first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q2 2024 and has held it in 3 quarters since.
  • 192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.