January Capital Advisors’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

January Capital Advisors’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 Q1	$506K	Buy	+2,949	New	+$520K	0.68%	31
2022 Q2	$4.56M	Sell	42,172 -41	-0.1%	-$4.73K	4.05%	5
2022 Q1	$4.56M	Sell	42,213 -90,896	-68%	-$11.1M	4.05%	5
2021 Q4	$17.4M	Buy	+133,109	New	+$16.8M	13.81%	1

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

SMA

Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return

January Capital Advisors's QUS Position: Q1 2026 in Review

January Capital Advisors opened a new position in State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q1 2026: 2,949 shares worth $506K. The stake represents 0.68% of the portfolio and ranks #31 among its holdings. This is a return to the name: January Capital Advisors previously reported a position in QUS as recently as Q2 2022.

January Capital Advisors first reported a position in QUS in Q4 2021 and has held it in 4 quarters since. The position peaked at $17.4M in Q4 2021. 189 funds tracked by Wall St. Rank hold QUS as of Q1 2026.

January Capital Advisors held 2,949 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $506K as of Q1 2026.
State Street SPDR MSCI USA StrategicFactors ETF was a new January Capital Advisors position in Q1 2026.
State Street SPDR MSCI USA StrategicFactors ETF made up 0.68% of January Capital Advisors's portfolio in Q1 2026, its #31 holding.
January Capital Advisors first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2021 and has held it in 4 quarters since.
January Capital Advisors's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $17.4M in Q4 2021.
189 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q1 2026.

Based on January Capital Advisors's 13F filing for Q1 2026, filed 20 May 2026.