Clear Harbor Asset Management’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Clear Harbor Asset 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	$296K	Buy	1,584 +2	+0.1%	+$364	0.02%	370
2026 Q1	$272K	Buy	1,582 +1	+0.1%	+$176	0.02%	381
2025 Q4	$276K	Sell	1,581 -30	-2%	-$5.17K	0.02%	371
2025 Q3	$276K	Sell	1,611 -1	-0.1%	-$166	0.02%	363
2025 Q2	$263K	Buy	+1,612	New	+$251K	0.02%	354
2020 Q4	–	Sell	-875	Closed	-$82.8K	–	634
2020 Q3	$82.8K	Buy	+875	New	+$81.8K	0.01%	335
2020 Q1	–	Sell	-618	Closed	-$58.5K	–	591
2019 Q4	$58.5K	Buy	+618	New	+$56.5K	0.01%	394

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 22.9% 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

Clear Harbor Asset Management's QUS Position: Q2 2026 in Review

Clear Harbor Asset Management increased its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 0.13% in Q2 2026, buying an estimated $364 and bringing the position to 1,584 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #370.

Clear Harbor Asset Management first reported a position in QUS in Q4 2019 and has held it in 7 quarters since. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

Clear Harbor Asset Management held 1,584 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $296K as of Q2 2026.
Clear Harbor Asset Management bought 2 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2026, an estimated $364.
State Street SPDR MSCI USA StrategicFactors ETF made up 0.02% of Clear Harbor Asset Management's portfolio in Q2 2026, its #370 holding.
Clear Harbor Asset Management first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2019 and has held it in 7 quarters since.
192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Clear Harbor Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.