Essex Financial Services’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Essex Financial 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	$3.71M	Sell	19,854 -43	-0.2%	-$7.83K	0.18%	117
2026 Q1	$3.42M	Sell	19,897 -70	-0.4%	-$12.4K	0.19%	112
2025 Q4	$3.48M	Sell	19,967 -78	-0.4%	-$13.4K	0.2%	109
2025 Q3	$3.43M	Sell	20,045 -376	-2%	-$62.4K	0.21%	108
2025 Q2	$3.33M	Buy	20,421 +368	+2%	+$57.3K	0.22%	98
2025 Q1	$3.14M	Buy	20,053 +1,324	+7%	+$210K	0.23%	99
2024 Q4	$2.9M	Buy	18,729 +1,965	+12%	+$313K	0.2%	106
2024 Q3	$2.67M	Buy	16,764 +3,703	+28%	+$563K	0.19%	104
2024 Q2	$1.93M	Buy	+13,061	New	+$1.88M	0.14%	140

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

Essex Financial Services's QUS Position: Q2 2026 in Review

Essex Financial Services reduced its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 0.22% in Q2 2026, selling an estimated $7.83K and leaving 19,854 shares worth $3.71M. The position accounts for 0.18% of the portfolio, ranked #117.

Essex Financial Services first reported a position in QUS in Q2 2024 and has held it in 9 quarters since. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

Essex Financial Services held 19,854 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $3.71M as of Q2 2026.
Essex Financial Services sold 43 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2026, an estimated $7.83K.
State Street SPDR MSCI USA StrategicFactors ETF made up 0.18% of Essex Financial Services's portfolio in Q2 2026, its #117 holding.
Essex Financial Services first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q2 2024 and has held it in 9 quarters since.
192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.