Focus Partners Wealth
QUS icon

Focus Partners Wealth’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Focus Partners 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 		$389M Buy
2,083,611
+27,256
+1% +$4.97M 0.4% 47
2026
Q1 		$353M Buy
2,056,355
+23,841
+1% +$4.21M 0.39% 57
2025
Q4 		$353M Sell
2,032,514
-28,389
-1% -$4.89M 0.4% 51
2025
Q3 		$353M Buy
2,060,903
+74,333
+4% +$12.3M 0.57% 39
2025
Q2 		$324M Buy
1,986,570
+67,972
+4% +$10.6M 0.7% 30
2025
Q1 		$301M Buy
1,918,598
+36,618
+2% +$5.81M 0.75% 28
2024
Q4 		$291M Buy
1,881,980
+94,556
+5% +$15.1M 0.76% 27
2024
Q3 		$282M Sell
1,787,424
-622
-0% -$94.5K 0.9% 19
2024
Q2 		$264M Buy
1,788,046
+74,981
+4% +$10.8M 0.89% 16
2024
Q1 		$249M Buy
1,713,065
+136,683
+9% +$18.9M 2.03% 6
2023
Q4 		$208M Buy
+1,576,382
New +$197M 2.73% 5

Other funds holding QUS

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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
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
BW
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Wealth's QUS Position: Q2 2026 in Review

Focus Partners Wealth increased its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 1.3% in Q2 2026, buying an estimated $4.97M and bringing the position to 2,083,611 shares worth $389M. The position accounts for 0.4% of the portfolio, ranked #47.

Focus Partners Wealth first reported a position in QUS in Q4 2023 and has held it in 11 quarters since. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

  • Focus Partners Wealth held 2,083,611 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $389M as of Q2 2026.
  • Focus Partners Wealth bought 27,256 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2026, an estimated $4.97M.
  • State Street SPDR MSCI USA StrategicFactors ETF made up 0.4% of Focus Partners Wealth's portfolio in Q2 2026, its #47 holding.
  • Focus Partners Wealth first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2023 and has held it in 11 quarters since.
  • 192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.