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 Q3	$210K	Hold	1,103	–	–	0.07%	162
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 $96.6B AUM 22.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Sage Mountain Advisors Atlanta, Georgia $1.69B AUM 11.4% 1-Year Est. Return

McKinney Capital Management Houston, Texas $254M AUM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Paul R. Ried Financial Group Bellevue, Washington $252M AUM 16.45% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return

MBE Wealth Management's QUS Position: Q3 2026 in Review

MBE Wealth Management held its State Street SPDR MSCI USA StrategicFactors ETF (QUS) position steady in Q3 2026 at 1,103 shares worth $210K. The position accounts for 0.07% of the portfolio, ranked #162.

MBE Wealth Management first reported a position in QUS in Q1 2020 and has held it in 12 quarters since. The position peaked at $265K in Q2 2021. 153 funds tracked by Wall St. Rank hold QUS as of Q3 2026.

MBE Wealth Management held 1,103 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $210K as of Q3 2026.
MBE Wealth Management left its State Street SPDR MSCI USA StrategicFactors ETF share count unchanged in Q3 2026.
State Street SPDR MSCI USA StrategicFactors ETF made up 0.07% of MBE Wealth Management's portfolio in Q3 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 12 quarters since.
MBE Wealth Management's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $265K in Q2 2021.
153 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.