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Harbor Investment Advisory’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Harbor Investment Advisory’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 		$1.58M Sell
8,435
-5,049
-37% -$920K 0.11% 148
2026
Q1 		$2.31M Buy
13,484
+115
+0.9% +$20.3K 0.18% 97
2025
Q4 		$2.33M Buy
13,369
+993
+8% +$171K 0.17% 103
2025
Q3 		$2.12M Buy
12,376
+401
+3% +$66.5K 0.18% 102
2025
Q2 		$1.95M Buy
11,975
+473
+4% +$73.7K 0.17% 100
2025
Q1 		$1.8M Buy
11,502
+260
+2% +$41.3K 0.18% 100
2024
Q4 		$1.74M Buy
11,242
+3,975
+55% +$634K 0.16% 102
2024
Q3 		$1.14M Buy
7,267
+1,711
+31% +$260K 0.11% 143
2024
Q2 		$819K Buy
5,556
+1,441
+35% +$208K 0.09% 171
2024
Q1 		$599K Buy
4,115
+199
+5% +$27.5K 0.06% 211
2023
Q4 		$517K Sell
3,916
-1,187
-23% -$148K 0.06% 208
2023
Q3 		$616K Buy
5,103
+323
+7% +$40.1K 0.08% 184
2023
Q2 		$588K Sell
4,780
-405
-8% -$47.8K 0.08% 199
2023
Q1 		$601K Sell
5,185
-10,160
-66% -$1.15M 0.09% 181
2022
Q4 		$1.69M Sell
15,345
-1,204
-7% -$132K 0.26% 81
2022
Q3 		$1.68M Sell
16,549
-76
-0.5% -$8.52K 0.28% 74
2022
Q2 		$1.8M Buy
16,625
+351
+2% +$40.5K 0.29% 75
2022
Q1 		$2.03M Buy
16,274
+2,854
+21% +$350K 0.27% 74
2021
Q4 		$1.75M Buy
13,420
+7,924
+144% +$1M 0.22% 87
2021
Q3 		$656K Buy
5,496
+480
+10% +$59K 0.09% 187
2021
Q2 		$599K Sell
5,016
-50
-1% -$5.83K 0.08% 205
2021
Q1 		$563K Buy
5,066
+65
+1% +$6.97K 0.08% 192
2020
Q4 		$522K Buy
5,001
+1,567
+46% +$157K 0.08% 183
2020
Q3 		$325K Buy
3,434
+410
+14% +$38.3K 0.06% 213
2020
Q2 		$267K Buy
3,024
+1,278
+73% +$109K 0.06% 225
2020
Q1 		$133K Buy
+1,746
New +$157K 0.04% 277

Other funds holding QUS

Focus Partners Wealth
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
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

Harbor Investment Advisory's QUS Position: Q2 2026 in Review

Harbor Investment Advisory reduced its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 37% in Q2 2026, selling an estimated $920K and leaving 8,435 shares worth $1.58M. The position accounts for 0.11% of the portfolio, ranked #148.

Harbor Investment Advisory first reported a position in QUS in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.33M in Q4 2025. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

  • Harbor Investment Advisory held 8,435 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $1.58M as of Q2 2026.
  • Harbor Investment Advisory sold 5,049 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2026, an estimated $920K.
  • State Street SPDR MSCI USA StrategicFactors ETF made up 0.11% of Harbor Investment Advisory's portfolio in Q2 2026, its #148 holding.
  • Harbor Investment Advisory first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q1 2020 and has held it in 26 quarters since.
  • Harbor Investment Advisory's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $2.33M in Q4 2025.
  • 192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.