LPL Financial
QUS icon

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

LPL Financial’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 		$69.9M Buy
373,850
+21,052
+6% +$3.84M 0.02% 856
2026
Q1 		$60.6M Buy
352,798
+19,748
+6% +$3.49M 0.02% 821
2025
Q4 		$58M Buy
333,050
+23,402
+8% +$4.03M 0.02% 809
2025
Q3 		$53M Buy
309,648
+26,368
+9% +$4.37M 0.02% 827
2025
Q2 		$46.2M Sell
283,280
-7,746
-3% -$1.21M 0.02% 801
2025
Q1 		$45.6M Buy
291,026
+21,278
+8% +$3.38M 0.02% 721
2024
Q4 		$41.8M Sell
269,748
-3,763
-1% -$600K 0.02% 742
2024
Q3 		$43.1M Sell
273,511
-884
-0.3% -$134K 0.02% 679
2024
Q2 		$40.5M Sell
274,395
-1,408
-0.5% -$203K 0.02% 643
2024
Q1 		$40.2M Sell
275,803
-205,761
-43% -$28.5M 0.02% 625
2023
Q4 		$63.6M Buy
481,564
+19,676
+4% +$2.46M 0.04% 424
2023
Q3 		$55.7M Buy
461,888
+25,402
+6% +$3.15M 0.04% 425
2023
Q2 		$53.7M Sell
436,486
-86,011
-16% -$10.2M 0.04% 419
2023
Q1 		$60.6M Buy
522,497
+10,400
+2% +$1.18M 0.05% 366
2022
Q4 		$56.5M Sell
512,097
-5,091
-1% -$560K 0.05% 363
2022
Q3 		$52.5M Buy
517,188
+8,519
+2% +$955K 0.05% 333
2022
Q2 		$55M Sell
508,669
-10,772
-2% -$1.24M 0.05% 326
2022
Q1 		$64.7M Sell
519,441
-5,502
-1% -$675K 0.06% 309
2021
Q4 		$68.6M Buy
524,943
+35,091
+7% +$4.43M 0.06% 304
2021
Q3 		$58.4M Buy
489,852
+34,605
+8% +$4.25M 0.05% 314
2021
Q2 		$54.4M Sell
455,247
-62,009
-12% -$7.22M 0.06% 313
2021
Q1 		$57.5M Sell
517,256
-289,309
-36% -$31M 0.07% 270
2020
Q4 		$84.3M Sell
806,565
-107,363
-12% -$10.7M 0.11% 181
2020
Q3 		$86.5M Buy
913,928
+18,273
+2% +$1.71M 0.14% 151
2020
Q2 		$79.1M Buy
895,655
+673,423
+303% +$57.4M 0.14% 141
2020
Q1 		$17M Buy
222,232
+154,418
+228% +$13.9M 0.04% 351
2019
Q4 		$6.42M Buy
67,814
+17,035
+34% +$1.56M 0.01% 740
2019
Q3 		$4.51M Buy
50,779
+14,157
+39% +$1.24M 0.01% 835
2019
Q2 		$3.15M Buy
36,622
+10,679
+41% +$904K 0.01% 994
2019
Q1 		$2.16M Buy
25,943
+6,749
+35% +$535K ﹤0.01% 1160
2018
Q4 		$1.4M Buy
19,194
+14,925
+350% +$1.17M ﹤0.01% 1286
2018
Q3 		$357K Buy
+4,269
New +$349K ﹤0.01% 2526

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

LPL Financial's QUS Position: Q2 2026 in Review

LPL Financial increased its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 6% in Q2 2026, buying an estimated $3.84M and bringing the position to 373,850 shares worth $69.9M. The position accounts for 0.02% of the portfolio, ranked #856.

LPL Financial first reported a position in QUS in Q3 2018 and has held it in 32 quarters since. The position peaked at $86.5M in Q3 2020. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

  • LPL Financial held 373,850 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $69.9M as of Q2 2026.
  • LPL Financial bought 21,052 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2026, an estimated $3.84M.
  • State Street SPDR MSCI USA StrategicFactors ETF made up 0.02% of LPL Financial's portfolio in Q2 2026, its #856 holding.
  • LPL Financial first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q3 2018 and has held it in 32 quarters since.
  • LPL Financial's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $86.5M in Q3 2020.
  • 192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.