Northern Trust’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Northern Trust’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
2025 Q1	–	Sell	-1,396	Closed	-$216K	–	4487
2024 Q4	$216K	Hold	1,396	–	–	﹤0.01%	3965
2024 Q3	$220K	Buy	+1,396	New	+$212K	﹤0.01%	3858

Other funds holding QUS

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

TWM

Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MYIA

Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return

PIA

Perennial Investment Advisors Los Angeles, California $1.51B AUM 28.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust's QUS Position: Q1 2025 in Review

Northern Trust sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q1 2025, closing a stake of 1,396 shares — an estimated $216K sold.

Northern Trust first reported a position in QUS in Q3 2024 and held it in 2 quarters. The position peaked at $220K in Q3 2024. 164 funds tracked by Wall St. Rank hold QUS as of Q1 2025.

Northern Trust reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q1 2025 after selling out during the quarter.
Northern Trust sold 1,396 State Street SPDR MSCI USA StrategicFactors ETF shares in Q1 2025, an estimated $216K.
Northern Trust first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q3 2024 and held it in 2 quarters.
Northern Trust's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $220K in Q3 2024.
164 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q1 2025.

Based on Northern Trust's 13F filing for Q1 2025, filed 13 May 2025.