MBE Wealth Management’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

MBE Wealth 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	$206K	Buy	+1,103	New	+$201K	0.07%	162
2023 Q1	–	Sell	-2,081	Closed	-$230K	–	78
2022 Q4	$230K	Buy	+2,081	New	+$229K	0.15%	61
2022 Q2	–	Sell	-1,899	Closed	-$237K	–	67
2022 Q1	$237K	Hold	1,899	–	–	0.14%	60
2021 Q4	$248K	Hold	1,899	–	–	0.13%	50
2021 Q3	$227K	Sell	1,899 -320	-14%	-$39.3K	0.12%	55
2021 Q2	$265K	Hold	2,219	–	–	0.14%	41
2021 Q1	$246K	Hold	2,219	–	–	0.13%	47
2020 Q4	$231K	Sell	2,219 -210	-9%	-$21K	0.16%	45
2020 Q3	$214K	Hold	2,429	–	–	0.18%	43
2020 Q2	$214K	Hold	2,429	–	–	0.18%	43
2020 Q1	$185K	Buy	+2,429	New	+$219K	0.18%	40

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

MBE Wealth Management's QUS Position: Q2 2026 in Review

MBE Wealth Management opened a new position in State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q2 2026: 1,103 shares worth $206K. The stake represents 0.07% of the portfolio and ranks #162 among its holdings. This is a return to the name: MBE Wealth Management previously reported a position in QUS as recently as Q4 2022.

MBE Wealth Management first reported a position in QUS in Q1 2020 and has held it in 11 quarters since. The position peaked at $265K in Q2 2021. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

MBE Wealth Management held 1,103 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $206K as of Q2 2026.
State Street SPDR MSCI USA StrategicFactors ETF was a new MBE Wealth Management position in Q2 2026.
State Street SPDR MSCI USA StrategicFactors ETF made up 0.07% of MBE Wealth Management's portfolio in Q2 2026, its #162 holding.
MBE Wealth Management first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q1 2020 and has held it in 11 quarters since.
MBE Wealth Management's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $265K in Q2 2021.
192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.