MFG
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Merit Financial Group’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Merit Financial Group’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 		$453K Buy
2,424
+3
+0.1% +$547 ﹤0.01% 1563
2026
Q1 		$416K Buy
2,421
+21
+0.9% +$3.71K ﹤0.01% 1477
2025
Q4 		$418K Sell
2,400
-8,213
-77% -$1.42M ﹤0.01% 1396
2025
Q3 		$1.82M Buy
10,613
+169
+2% +$28K 0.02% 616
2025
Q2 		$1.7M Buy
10,444
+8,023
+331% +$1.25M 0.02% 582
2025
Q1 		$379K Sell
2,421
-44
-2% -$6.98K 0.01% 1046
2024
Q4 		$382K Buy
2,465
+7
+0.3% +$1.12K 0.01% 828
2024
Q3 		$387K Sell
2,458
-515
-17% -$78.3K 0.01% 619
2024
Q2 		$438K Sell
2,973
-846
-22% -$122K 0.01% 613
2024
Q1 		$539K Sell
3,819
-1,027
-21% -$142K 0.01% 556
2023
Q4 		$640K Sell
4,846
-2,916
-38% -$365K 0.02% 429
2023
Q3 		$937K Sell
7,762
-13,455
-63% -$1.67M 0.03% 334
2023
Q2 		$2.61M Sell
21,217
-17,434
-45% -$2.06M 0.08% 187
2023
Q1 		$4.48M Sell
38,651
-9,778
-20% -$1.11M 0.16% 95
2022
Q4 		$5.34M Sell
48,429
-7,050
-13% -$775K 0.19% 79
2022
Q3 		$5.63M Buy
55,479
+50,349
+981% +$5.64M 0.24% 55
2022
Q2 		$554K Hold
5,130
– – 0.02% 337
2022
Q1 		$639K Sell
5,130
-68
-1% -$8.34K 0.04% 206
2021
Q4 		$679K Hold
5,198
– – 0.07% 141
2021
Q3 		$620K Hold
5,198
– – 0.06% 142
2021
Q2 		$621K Hold
5,198
– – 0.06% 143
2021
Q1 		$577K Hold
5,198
– – 0.06% 136
2020
Q4 		$543K Hold
5,198
– – 0.05% 132
2020
Q3 		$492K Hold
5,198
– – 0.04% 142
2020
Q2 		$459K Sell
5,198
-62,446
-92% -$5.33M 0.05% 138
2020
Q1 		$5.17M Buy
67,644
+65,196
+2,663% +$5.87M 0.58% 13
2019
Q4 		$232K Buy
+2,448
New +$224K 0.02% 215

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
LPL Financial
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
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

Merit Financial Group's QUS Position: Q2 2026 in Review

Merit Financial Group increased its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 0.12% in Q2 2026, buying an estimated $547 and bringing the position to 2,424 shares worth $453K. The position accounts for ﹤0.01% of the portfolio, ranked #1563.

Merit Financial Group first reported a position in QUS in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.63M in Q3 2022. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

  • Merit Financial Group held 2,424 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $453K as of Q2 2026.
  • Merit Financial Group bought 3 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2026, an estimated $547.
  • State Street SPDR MSCI USA StrategicFactors ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1563 holding.
  • Merit Financial Group first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2019 and has held it in 27 quarters since.
  • Merit Financial Group's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $5.63M in Q3 2022.
  • 192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.