New England Private Wealth Advisors’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

New England Private Wealth 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	$339K	Sell	1,811 -10	-0.5%	-$1.82K	0.03%	165
2026 Q1	$313K	Hold	1,821	–	–	0.04%	156
2025 Q4	$317K	Buy	1,821 +15	+0.8%	+$2.59K	0.04%	149
2025 Q3	$309K	Hold	1,806	–	–	0.04%	148
2025 Q2	$296K	Buy	1,806 +44	+2%	+$6.85K	0.04%	135
2025 Q1	$276K	Buy	1,762 +56	+3%	+$8.89K	0.04%	127
2024 Q4	$264K	Buy	1,706 +15	+0.9%	+$2.39K	0.04%	129
2024 Q3	$266K	Hold	1,691	–	–	0.04%	129
2024 Q2	$249K	Buy	1,691 +11	+0.7%	+$1.58K	0.04%	126
2024 Q1	$244K	Hold	1,680	–	–	0.04%	126
2023 Q4	$222K	Buy	1,680 +14	+0.8%	+$1.75K	0.04%	126
2023 Q3	$203K	Buy	1,666 +4	+0.2%	+$496	0.04%	112
2023 Q2	$205K	Buy	+1,662	New	+$196K	0.04%	108
2022 Q3	–	Sell	-1,624	Closed	-$202K	–	105
2022 Q2	$202K	Sell	1,624 -2	-0.1%	-$231	0.04%	102
2022 Q1	$202K	Sell	1,626 -1,085	-40%	-$133K	0.04%	103
2021 Q4	$354K	Buy	+2,711	New	+$343K	0.06%	83

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 22.9% 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

New England Private Wealth Advisors's QUS Position: Q2 2026 in Review

New England Private Wealth Advisors reduced its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 0.55% in Q2 2026, selling an estimated $1.82K and leaving 1,811 shares worth $339K. The position accounts for 0.03% of the portfolio, ranked #165.

New England Private Wealth Advisors first reported a position in QUS in Q4 2021 and has held it in 16 quarters since. The position peaked at $354K in Q4 2021. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

New England Private Wealth Advisors held 1,811 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $339K as of Q2 2026.
New England Private Wealth Advisors sold 10 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2026, an estimated $1.82K.
State Street SPDR MSCI USA StrategicFactors ETF made up 0.03% of New England Private Wealth Advisors's portfolio in Q2 2026, its #165 holding.
New England Private Wealth Advisors first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2021 and has held it in 16 quarters since.
New England Private Wealth Advisors's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $354K in Q4 2021.
192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.