Eagle Strategies
QUS icon

Eagle Strategies’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Eagle Strategies’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
Q3 		$10.6M Sell
55,863
-1,173
-2% -$225K 1.03% 23
2026
Q2 		$10.7M Sell
57,036
-1,004
-2% -$183K 1.06% 23
2026
Q1 		$10M Sell
58,040
-2,562
-4% -$452K 1.19% 23
2025
Q4 		$10.6M Sell
60,602
-1,561
-3% -$269K 1.35% 21
2025
Q3 		$10.6M Sell
62,163
-506
-0.8% -$84K 1.42% 19
2025
Q2 		$10.2M Buy
62,669
+933
+2% +$145K 1.56% 19
2025
Q1 		$9.7M Sell
61,736
-434
-0.7% -$68.9K 1.68% 16
2024
Q4 		$9.6M Sell
62,170
-3,449
-5% -$550K 1.67% 16
2024
Q3 		$10.3M Buy
65,619
+1,873
+3% +$285K 1.87% 13
2024
Q2 		$9.4M Buy
+63,746
New +$9.18M 1.8% 14
2024
Q1 		– Sell
-77,548
Closed -$10.2M – 319
2023
Q4 		$10.2M Sell
77,548
-209,013
-73% -$26.1M 2.19% 10
2023
Q3 		$34.6M Sell
286,561
-5,134
-2% -$637K 8.51% 1
2023
Q2 		$35.9M Sell
291,695
-10,783
-4% -$1.27M 8.72% 1
2023
Q1 		$35.1M Buy
302,478
+171,581
+131% +$19.4M 8.76% 1
2022
Q4 		$14.4M Buy
+130,897
New +$14.4M 4.31% 2
2022
Q3 		– Sell
-6,274
Closed -$678K – 134
2022
Q2 		$678K Buy
6,274
+2,767
+79% +$319K 0.25% 80
2022
Q1 		$437K Buy
3,507
+640
+22% +$78.5K 0.17% 91
2021
Q4 		$374K Buy
+2,867
New +$362K 0.15% 107

Other funds holding QUS

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Sage Mountain Advisors
Sage Mountain Advisors Atlanta, Georgia $1.69B AUM 11.4% 1-Year Est. Return
Marotta Asset Management
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
ARQ Wealth Advisors
ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return
Goodman Advisory Group
Goodman Advisory Group Needham, Massachusetts $440M AUM 24.34% 1-Year Est. Return
Garrett Wealth Advisory Group
Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return
Elevation Capital Advisory
Elevation Capital Advisory Bend, Oregon $255M AUM 16.75% 1-Year Est. Return
Hughes Financial Services
Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return

Eagle Strategies's QUS Position: Q3 2026 in Review

Eagle Strategies reduced its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 2.1% in Q3 2026, selling an estimated $225K and leaving 55,863 shares worth $10.6M. The position accounts for 1.03% of the portfolio, ranked #23.

Eagle Strategies first reported a position in QUS in Q4 2021 and has held it in 18 quarters since. The position peaked at $35.9M in Q2 2023. 86 funds tracked by Wall St. Rank hold QUS as of Q3 2026.

  • Eagle Strategies held 55,863 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $10.6M as of Q3 2026.
  • Eagle Strategies sold 1,173 State Street SPDR MSCI USA StrategicFactors ETF shares in Q3 2026, an estimated $225K.
  • State Street SPDR MSCI USA StrategicFactors ETF made up 1.03% of Eagle Strategies's portfolio in Q3 2026, its #23 holding.
  • Eagle Strategies first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2021 and has held it in 18 quarters since.
  • Eagle Strategies's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $35.9M in Q2 2023.
  • 86 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q3 2026.

Based on Eagle Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.