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

Rockland 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
2026 Q2	$697K	Sell	3,732 -55	-1%	-$10K	0.03%	200
2026 Q1	$650K	Sell	3,787 -95	-2%	-$16.8K	0.03%	199
2025 Q4	$676K	Sell	3,882 -58	-1%	-$10K	0.03%	188
2025 Q3	$675K	Buy	+3,940	New	+$654K	0.03%	196

Other funds holding QUS

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

PRRFG

Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

VPW

Vaquero Private Wealth Dallas, Texas $486M AUM

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Rockland Trust's QUS Position: Q2 2026 in Review

Rockland Trust reduced its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 1.5% in Q2 2026, selling an estimated $10K and leaving 3,732 shares worth $697K. The position accounts for 0.03% of the portfolio, ranked #200.

Rockland Trust first reported a position in QUS in Q3 2025 and has held it in 4 quarters since. 99 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

Rockland Trust held 3,732 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $697K as of Q2 2026.
Rockland Trust sold 55 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2026, an estimated $10K.
State Street SPDR MSCI USA StrategicFactors ETF made up 0.03% of Rockland Trust's portfolio in Q2 2026, its #200 holding.
Rockland Trust first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q3 2025 and has held it in 4 quarters since.
99 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.