Corient Private Wealth’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Corient Private Wealth’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	$949K	Buy	5,081 +2,328	+85%	+$424K	﹤0.01%	1849
2026 Q1	$473K	Sell	2,753 -650	-19%	-$115K	﹤0.01%	2058
2025 Q4	$593K	Hold	3,403	–	–	﹤0.01%	1783
2025 Q3	$583K	Sell	3,403 -555	-14%	-$92.1K	﹤0.01%	1711
2025 Q2	$646K	Buy	3,958 +213	+6%	+$33.2K	﹤0.01%	1572
2025 Q1	$587K	Buy	3,745 +1,707	+84%	+$271K	﹤0.01%	1523
2024 Q4	$316K	Buy	+2,038	New	+$325K	﹤0.01%	1863

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

Corient Private Wealth's QUS Position: Q2 2026 in Review

Corient Private Wealth increased its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 85% in Q2 2026, buying an estimated $424K and bringing the position to 5,081 shares worth $949K. The position accounts for ﹤0.01% of the portfolio, ranked #1849.

Corient Private Wealth first reported a position in QUS in Q4 2024 and has held it in 7 quarters since. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

Corient Private Wealth held 5,081 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $949K as of Q2 2026.
Corient Private Wealth bought 2,328 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2026, an estimated $424K.
State Street SPDR MSCI USA StrategicFactors ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1849 holding.
Corient Private Wealth first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2024 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 Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.