Mercer Global Advisors’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Mercer Global 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 Q2	$1.52M	Sell	8,116 -119	-1%	-$21.7K	﹤0.01%	1498
2026 Q1	$1.41M	Buy	8,235 +880	+12%	+$155K	﹤0.01%	1379
2025 Q4	$1.28M	Sell	7,355 -422	-5%	-$72.8K	﹤0.01%	1325
2025 Q3	$1.33M	Sell	7,777 -1,008	-11%	-$167K	﹤0.01%	1235
2025 Q2	$1.43M	Buy	8,785 +148	+2%	+$23K	﹤0.01%	1030
2025 Q1	$1.35M	Sell	8,637 -574	-6%	-$91.1K	﹤0.01%	982
2024 Q4	$1.43M	Sell	9,211 -16,648	-64%	-$2.65M	﹤0.01%	936
2024 Q3	$4.06M	Sell	25,859 -5,132	-17%	-$780K	0.01%	556
2024 Q2	$4.57M	Sell	30,991 -8,686	-22%	-$1.25M	0.01%	474
2024 Q1	$5.78M	Sell	39,677 -5,809	-13%	-$804K	0.02%	423
2023 Q4	$6.01M	Sell	45,486 -21,045	-32%	-$2.63M	0.02%	420
2023 Q3	$8.03M	Buy	66,531 +34,201	+106%	+$4.24M	0.03%	322
2023 Q2	$3.98M	Buy	+32,330	New	+$3.82M	0.02%	511

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

Mercer Global Advisors's QUS Position: Q2 2026 in Review

Mercer Global Advisors reduced its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 1.4% in Q2 2026, selling an estimated $21.7K and leaving 8,116 shares worth $1.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1498.

Mercer Global Advisors first reported a position in QUS in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.03M in Q3 2023. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

Mercer Global Advisors held 8,116 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $1.52M as of Q2 2026.
Mercer Global Advisors sold 119 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2026, an estimated $21.7K.
State Street SPDR MSCI USA StrategicFactors ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1498 holding.
Mercer Global Advisors first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q2 2023 and has held it in 13 quarters since.
Mercer Global Advisors's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $8.03M in Q3 2023.
192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.