Rockefeller Capital Management’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Rockefeller Capital Management’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	$873K	Buy	+4,671	New	+$851K	﹤0.01%	1790
2026 Q1	–	Sell	-1,102	Closed	-$192K	–	4845
2025 Q4	$192K	Sell	1,102 -981	-47%	-$169K	﹤0.01%	2400
2025 Q3	$357K	Buy	+2,083	New	+$346K	﹤0.01%	1937

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

Rockefeller Capital Management's QUS Position: Q2 2026 in Review

Rockefeller Capital Management opened a new position in State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q2 2026: 4,671 shares worth $873K. The stake represents ﹤0.01% of the portfolio and ranks #1790 among its holdings. This is a return to the name: Rockefeller Capital Management previously reported a position in QUS as recently as Q4 2025.

Rockefeller Capital Management first reported a position in QUS in Q3 2025 and has held it in 3 quarters since. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

Rockefeller Capital Management held 4,671 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $873K as of Q2 2026.
State Street SPDR MSCI USA StrategicFactors ETF was a new Rockefeller Capital Management position in Q2 2026.
State Street SPDR MSCI USA StrategicFactors ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1790 holding.
Rockefeller Capital Management first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q3 2025 and has held it in 3 quarters since.
192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.