Commonwealth Equity Services’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Commonwealth Equity Services’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	$3.94M	Sell	21,091 -304	-1%	-$55.4K	0.01%	1592
2026 Q1	$3.67M	Sell	21,395 -67	-0.3%	-$11.8K	0.01%	1559
2025 Q4	$3.74M	Sell	21,462 -6,692	-24%	-$1.15M	0.01%	1526
2025 Q3	$4.82M	Sell	28,154 -158	-0.6%	-$26.2K	0.01%	1375
2025 Q2	$4.62M	Buy	28,312 +164	+0.6%	+$25.5K	0.01%	1381
2025 Q1	$4.41M	Sell	28,148 -1,911	-6%	-$303K	0.01%	1358
2024 Q4	$4.66M	Buy	30,059 +621	+2%	+$99K	0.01%	1279
2024 Q3	$4.64M	Sell	29,438 -2,747	-9%	-$417K	0.01%	1266
2024 Q2	$4.75M	Buy	32,185 +2,123	+7%	+$306K	0.01%	1225
2024 Q1	$4.38M	Sell	30,062 -7,772	-21%	-$1.08M	0.01%	1257
2023 Q4	$5M	Buy	37,834 +3,495	+10%	+$437K	0.01%	1095
2023 Q3	$4.14M	Buy	34,339 +1,197	+4%	+$149K	0.01%	1134
2023 Q2	$4.08M	Sell	33,142 -2,933	-8%	-$346K	0.01%	1153
2023 Q1	$4.18M	Sell	36,075 -1,723	-5%	-$195K	0.01%	1099
2022 Q4	$4.17M	Sell	37,798 -2,273	-6%	-$250K	0.01%	1068
2022 Q3	$4.07M	Buy	40,071 +5,144	+15%	+$576K	0.01%	997
2022 Q2	$3.77M	Sell	34,927 -3,151	-8%	-$364K	0.01%	1041
2022 Q1	$4.74M	Buy	38,078 +1,459	+4%	+$179K	0.01%	966
2021 Q4	$4.78M	Buy	36,619 +563	+2%	+$71.1K	0.01%	946
2021 Q3	$4.3M	Buy	36,056 +1,091	+3%	+$134K	0.01%	951
2021 Q2	$4.18M	Sell	34,965 -6,590	-16%	-$768K	0.01%	956
2021 Q1	$4.62M	Sell	41,555 -19,974	-32%	-$2.14M	0.01%	825
2020 Q4	$6.43M	Buy	61,529 +4,383	+8%	+$438K	0.02%	629
2020 Q3	$5.41M	Buy	57,146 +562	+1%	+$52.5K	0.02%	628
2020 Q2	$5M	Buy	56,584 +17,551	+45%	+$1.5M	0.02%	609
2020 Q1	$2.98M	Buy	39,033 +21,679	+125%	+$1.95M	0.01%	720
2019 Q4	$1.64M	Buy	17,354 +3,312	+24%	+$303K	0.01%	1144
2019 Q3	$1.25M	Buy	14,042 +2,551	+22%	+$223K	0.01%	1229
2019 Q2	$989K	Buy	11,491 +3,373	+42%	+$286K	﹤0.01%	1351
2019 Q1	$674K	Buy	8,118 +1,035	+15%	+$82K	﹤0.01%	1550
2018 Q4	$516K	Buy	+7,083	New	+$556K	﹤0.01%	1617
2018 Q3	–	Sell	-5,605	Closed	-$436K	–	2852
2018 Q2	$436K	Sell	5,605 -470	-8%	-$36.3K	﹤0.01%	1846
2018 Q1	$464K	Buy	6,075 +545	+10%	+$42.7K	﹤0.01%	1767
2017 Q4	$427K	Buy	5,530 +732	+15%	+$55K	﹤0.01%	1796
2017 Q3	$347K	Buy	4,798 +1,749	+57%	+$124K	﹤0.01%	1863
2017 Q2	$213K	Buy	+3,049	New	+$211K	﹤0.01%	2175

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

Commonwealth Equity Services's QUS Position: Q2 2026 in Review

Commonwealth Equity Services reduced its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 1.4% in Q2 2026, selling an estimated $55.4K and leaving 21,091 shares worth $3.94M. The position accounts for 0.01% of the portfolio, ranked #1592.

Commonwealth Equity Services first reported a position in QUS in Q2 2017 and has held it in 36 quarters since. The position peaked at $6.43M in Q4 2020. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

Commonwealth Equity Services held 21,091 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $3.94M as of Q2 2026.
Commonwealth Equity Services sold 304 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2026, an estimated $55.4K.
State Street SPDR MSCI USA StrategicFactors ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1592 holding.
Commonwealth Equity Services first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q2 2017 and has held it in 36 quarters since.
Commonwealth Equity Services's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $6.43M in Q4 2020.
192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.