Beaird Harris Wealth Management’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Beaird Harris Wealth Management’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	$78.1K	Hold	418	–	–	﹤0.01%	226
2026 Q1	$71.7K	Hold	418	–	–	﹤0.01%	211
2025 Q4	$72.8K	Hold	418	–	–	0.01%	218
2025 Q3	$71.6K	Hold	418	–	–	0.01%	213
2025 Q2	$68.2K	Hold	418	–	–	0.01%	223
2025 Q1	$65.5K	Hold	418	–	–	0.01%	201
2024 Q4	$64.7K	Hold	418	–	–	0.01%	204
2024 Q3	$65.9K	Hold	418	–	–	0.01%	211
2024 Q2	$61.6K	Buy	+418	New	+$60.2K	0.01%	203

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

Beaird Harris Wealth Management's QUS Position: Q2 2026 in Review

Beaird Harris Wealth Management held its State Street SPDR MSCI USA StrategicFactors ETF (QUS) position steady in Q2 2026 at 418 shares worth $78.1K. The position accounts for ﹤0.01% of the portfolio, ranked #226.

Beaird Harris Wealth Management first reported a position in QUS in Q2 2024 and has held it in 9 quarters since. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

Beaird Harris Wealth Management held 418 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $78.1K as of Q2 2026.
Beaird Harris Wealth Management 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 Beaird Harris Wealth Management's portfolio in Q2 2026, its #226 holding.
Beaird Harris Wealth Management first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q2 2024 and has held it in 9 quarters since.
192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.