Howard Capital Management’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Howard Capital Management’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	$37.7M	Buy	+201,781	New	+$36.8M	0.45%	37
2026 Q1	–	Sell	-119,933	Closed	-$20.9M	–	399
2025 Q4	$20.9M	Buy	119,933 +55,112	+85%	+$9.5M	0.27%	39
2025 Q3	$11.1M	Buy	64,821 +22,548	+53%	+$3.74M	0.15%	45
2025 Q2	$6.89M	Buy	42,273 +19,515	+86%	+$3.04M	0.1%	52
2025 Q1	$3.57M	Buy	22,758 +4,472	+24%	+$710K	0.09%	91
2024 Q4	$2.83M	Buy	18,286 +7,511	+70%	+$1.2M	0.04%	116
2024 Q3	$1.7M	Sell	10,775 -15	-0.1%	-$2.28K	0.03%	153
2024 Q2	$1.59M	Buy	10,790 +216	+2%	+$31.1K	0.16%	41
2024 Q1	$1.54M	Buy	10,574 +1,171	+12%	+$162K	0.17%	37
2023 Q4	$1.24M	Buy	9,403 +1,100	+13%	+$138K	0.15%	40
2023 Q3	$1M	Buy	8,303 +265	+3%	+$32.9K	0.14%	43
2023 Q2	$988K	Buy	8,038 +135	+2%	+$15.9K	0.13%	42
2023 Q1	$916K	Buy	+7,903	New	+$896K	0.16%	31

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

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Howard Capital Management's QUS Position: Q2 2026 in Review

Howard Capital Management opened a new position in State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q2 2026: 201,781 shares worth $37.7M. The stake represents 0.45% of the portfolio and ranks #37 among its holdings. This is a return to the name: Howard Capital Management previously reported a position in QUS as recently as Q4 2025.

Howard Capital Management first reported a position in QUS in Q1 2023 and has held it in 13 quarters since. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

Howard Capital Management held 201,781 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $37.7M as of Q2 2026.
State Street SPDR MSCI USA StrategicFactors ETF was a new Howard Capital Management position in Q2 2026.
State Street SPDR MSCI USA StrategicFactors ETF made up 0.45% of Howard Capital Management's portfolio in Q2 2026, its #37 holding.
Howard Capital Management first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q1 2023 and has held it in 13 quarters since.
192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Howard Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.