Brown Financial Advisory’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Brown Financial Advisory’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	$216K	Sell	1,155 -153	-12%	-$27.9K	0.09%	48
2026 Q1	$224K	Sell	1,308 -193	-13%	-$34.1K	0.11%	48
2025 Q4	$261K	Hold	1,501	–	–	0.13%	49
2025 Q3	$257K	Sell	1,501 -219	-13%	-$36.3K	0.13%	48
2025 Q2	$281K	Hold	1,720	–	–	0.15%	47
2025 Q1	$270K	Buy	+1,720	New	+$273K	0.17%	42

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

Brown Financial Advisory's QUS Position: Q2 2026 in Review

Brown Financial Advisory reduced its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 12% in Q2 2026, selling an estimated $27.9K and leaving 1,155 shares worth $216K. The position accounts for 0.09% of the portfolio, ranked #48.

Brown Financial Advisory first reported a position in QUS in Q1 2025 and has held it in 6 quarters since. The position peaked at $281K in Q2 2025. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

Brown Financial Advisory held 1,155 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $216K as of Q2 2026.
Brown Financial Advisory sold 153 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2026, an estimated $27.9K.
State Street SPDR MSCI USA StrategicFactors ETF made up 0.09% of Brown Financial Advisory's portfolio in Q2 2026, its #48 holding.
Brown Financial Advisory first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q1 2025 and has held it in 6 quarters since.
Brown Financial Advisory's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $281K in Q2 2025.
192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Brown Financial Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.