Harbour Investments’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Harbour Investments’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	$67.3K	Hold	360	–	–	﹤0.01%	2242
2026 Q1	$61.8K	Buy	360 +10	+3%	+$1.76K	﹤0.01%	2216
2025 Q4	$61K	Hold	350	–	–	﹤0.01%	1873
2025 Q3	$59.9K	Hold	350	–	–	﹤0.01%	1819
2025 Q2	$57.1K	Hold	350	–	–	﹤0.01%	1745
2025 Q1	$54.8K	Hold	350	–	–	﹤0.01%	1715
2024 Q4	$54.2K	Buy	350 +100	+40%	+$15.9K	﹤0.01%	1665
2024 Q3	$39.4K	Hold	250	–	–	﹤0.01%	1778
2024 Q2	$36.9K	Sell	250 -100	-29%	-$14.4K	﹤0.01%	1699
2024 Q1	$51K	Hold	350	–	–	﹤0.01%	1518
2023 Q4	$46.2K	Hold	350	–	–	﹤0.01%	1496
2023 Q3	$42.2K	Hold	350	–	–	﹤0.01%	1429
2023 Q2	$43K	Hold	350	–	–	﹤0.01%	1431
2023 Q1	$40.6K	Hold	350	–	–	﹤0.01%	1443
2022 Q4	$38.6K	Sell	350 -250	-42%	-$27.5K	﹤0.01%	1407
2022 Q3	$65K	Hold	600	–	–	﹤0.01%	1158
2022 Q2	$65K	Buy	+600	New	+$69.3K	﹤0.01%	1158
2021 Q4	$106K	Sell	813 -20	-2%	-$2.53K	0.01%	955
2021 Q3	$99K	Hold	833	–	–	﹤0.01%	1380
2021 Q2	$100K	Hold	833	–	–	﹤0.01%	1399
2021 Q1	$93K	Buy	+833	New	+$89.3K	﹤0.01%	1332

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 22.9% 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

Harbour Investments's QUS Position: Q2 2026 in Review

Harbour Investments held its State Street SPDR MSCI USA StrategicFactors ETF (QUS) position steady in Q2 2026 at 360 shares worth $67.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2242.

Harbour Investments first reported a position in QUS in Q1 2021 and has held it in 21 quarters since. The position peaked at $106K in Q4 2021. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

Harbour Investments held 360 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $67.3K as of Q2 2026.
Harbour Investments left its State Street SPDR MSCI USA StrategicFactors ETF share count unchanged in Q2 2026.
State Street SPDR MSCI USA StrategicFactors ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2242 holding.
Harbour Investments first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q1 2021 and has held it in 21 quarters since.
Harbour Investments's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $106K in Q4 2021.
192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.