Mount Yale Investment Advisors’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Mount Yale Investment 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	$10.8M	Buy	+57,890	New	+$10.5M	0.2%	113
2025 Q3	–	Sell	-238,262	Closed	-$38.9M	–	1387
2025 Q2	$38.9M	Sell	238,262 -2,427	-1%	-$378K	3.03%	3
2025 Q1	$37.7M	Sell	240,689 -63	-0%	-$10K	3.23%	4
2024 Q4	$37.3M	Buy	+240,752	New	+$38.4M	3.01%	5
2024 Q3	–	Sell	-216,434	Closed	-$31.9M	–	592
2024 Q2	$31.9M	Buy	216,434 +11,969	+6%	+$1.72M	2.53%	5
2024 Q1	$29.8M	Buy	+204,465	New	+$28.3M	2.28%	5

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

Mount Yale Investment Advisors's QUS Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q2 2026: 57,890 shares worth $10.8M. The stake represents 0.2% of the portfolio and ranks #113 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in QUS as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in QUS in Q1 2024 and has held it in 6 quarters since. The position peaked at $38.9M in Q2 2025. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

Mount Yale Investment Advisors held 57,890 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $10.8M as of Q2 2026.
State Street SPDR MSCI USA StrategicFactors ETF was a new Mount Yale Investment Advisors position in Q2 2026.
State Street SPDR MSCI USA StrategicFactors ETF made up 0.2% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #113 holding.
Mount Yale Investment Advisors first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q1 2024 and has held it in 6 quarters since.
Mount Yale Investment Advisors's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $38.9M in Q2 2025.
192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.