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

Hughes 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	$8.03M	Sell	42,984 -575	-1%	-$105K	1.06%	16
2026 Q1	$7.48M	Sell	43,559 -327	-0.7%	-$57.7K	1.15%	15
2025 Q4	$7.64M	Sell	43,886 -626	-1%	-$108K	1.2%	14
2025 Q3	$7.67M	Sell	44,512 -637	-1%	-$106K	1.22%	14
2025 Q2	$7.38M	Sell	45,149 -268	-0.6%	-$41.7K	1.27%	14
2025 Q1	$7.11M	Sell	45,417 -1,626	-3%	-$258K	1.39%	14
2024 Q4	$7.28M	Buy	+47,043	New	+$7.5M	1.5%	13

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

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

Hughes Financial Services reduced its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 1.3% in Q2 2026, selling an estimated $105K and leaving 42,984 shares worth $8.03M. The position accounts for 1.06% of the portfolio, ranked #16.

Hughes Financial Services first reported a position in QUS in Q4 2024 and has held it in 7 quarters since. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

Hughes Financial Services held 42,984 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $8.03M as of Q2 2026.
Hughes Financial Services sold 575 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2026, an estimated $105K.
State Street SPDR MSCI USA StrategicFactors ETF made up 1.06% of Hughes Financial Services's portfolio in Q2 2026, its #16 holding.
Hughes Financial Services first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2024 and has held it in 7 quarters since.
192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.