Cerity Partners
QUS icon

Cerity Partners’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Cerity Partners’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 		$4.93M Sell
26,395
-1,268
-5% -$231K 0.01% 1109
2026
Q1 		$4.75M Sell
27,663
-757
-3% -$134K 0.01% 1041
2025
Q4 		$4.95M Buy
28,420
+881
+3% +$152K 0.01% 930
2025
Q3 		$4.71M Buy
27,539
+3,856
+16% +$640K 0.01% 880
2025
Q2 		$3.86M Sell
23,683
-271
-1% -$42.2K 0.01% 929
2025
Q1 		$3.75M Sell
23,954
-1,556
-6% -$247K 0.01% 844
2024
Q4 		$3.95M Sell
25,510
-481
-2% -$76.7K 0.01% 813
2024
Q3 		$4.09M Sell
25,991
-89,254
-77% -$13.6M 0.01% 787
2024
Q2 		$17M Buy
115,245
+5,899
+5% +$849K 0.04% 299
2024
Q1 		$15.9M Sell
109,346
-860
-0.8% -$119K 0.04% 345
2023
Q4 		$14.6M Buy
110,206
+42,745
+63% +$5.35M 0.05% 303
2023
Q3 		$8.14M Buy
67,461
+2,139
+3% +$265K 0.04% 332
2023
Q2 		$8.03M Buy
65,322
+1,336
+2% +$158K 0.03% 387
2023
Q1 		$7.42M Buy
63,986
+702
+1% +$79.6K 0.02% 414
2022
Q4 		$6.98M Buy
+63,284
New +$6.96M 0.04% 306

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

Cerity Partners's QUS Position: Q2 2026 in Review

Cerity Partners reduced its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 4.6% in Q2 2026, selling an estimated $231K and leaving 26,395 shares worth $4.93M. The position accounts for 0.01% of the portfolio, ranked #1109.

Cerity Partners first reported a position in QUS in Q4 2022 and has held it in 15 quarters since. The position peaked at $17M in Q2 2024. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

  • Cerity Partners held 26,395 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $4.93M as of Q2 2026.
  • Cerity Partners sold 1,268 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2026, an estimated $231K.
  • State Street SPDR MSCI USA StrategicFactors ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1109 holding.
  • Cerity Partners first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2022 and has held it in 15 quarters since.
  • Cerity Partners's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $17M in Q2 2024.
  • 192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.