Raymond James Financial’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Raymond James Financial’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	$7.43M	Sell	39,763 -3,509	-8%	-$639K	﹤0.01%	2406
2026 Q1	$7.43M	Buy	43,272 +7,341	+20%	+$1.3M	﹤0.01%	2262
2025 Q4	$6.26M	Buy	35,931 +3,233	+10%	+$557K	﹤0.01%	2328
2025 Q3	$5.6M	Sell	32,698 -107,589	-77%	-$17.9M	﹤0.01%	2378
2025 Q2	$22.9M	Buy	140,287 +33,967	+32%	+$5.29M	0.01%	1260
2025 Q1	$16.7M	Sell	106,320 -41,436	-28%	-$6.58M	0.01%	1451
2024 Q4	$22.9M	Buy	+147,756	New	+$23.6M	0.01%	1210

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

Raymond James Financial's QUS Position: Q2 2026 in Review

Raymond James Financial reduced its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 8.1% in Q2 2026, selling an estimated $639K and leaving 39,763 shares worth $7.43M. The position accounts for ﹤0.01% of the portfolio, ranked #2406.

Raymond James Financial first reported a position in QUS in Q4 2024 and has held it in 7 quarters since. The position peaked at $22.9M in Q4 2024. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

Raymond James Financial held 39,763 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $7.43M as of Q2 2026.
Raymond James Financial sold 3,509 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2026, an estimated $639K.
State Street SPDR MSCI USA StrategicFactors ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2406 holding.
Raymond James Financial first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $22.9M in Q4 2024.
192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.