Sage Mountain Advisors
QUS icon

Sage Mountain Advisors’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Sage Mountain 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
Q3 		$31.3M Sell
164,665
-1,531
-0.9% -$293K 1.85% 11
2026
Q2 		$31.1M Sell
166,196
-1,826
-1% -$333K 1.91% 11
2026
Q1 		$28.8M Sell
168,022
-1,776
-1% -$313K 2.02% 10
2025
Q4 		$29.6M Sell
169,798
-802
-0.5% -$138K 1.57% 14
2025
Q3 		$29.2M Sell
170,600
-16,474
-9% -$2.73M 1.67% 13
2025
Q2 		$30.5M Sell
187,074
-4,159
-2% -$648K 1.99% 9
2025
Q1 		$30M Sell
191,233
-218
-0.1% -$34.6K 2.21% 8
2024
Q4 		$29.6M Hold
191,451
– – 2.17% 9
2024
Q3 		$30.2M Sell
191,451
-100
-0.1% -$15.2K 2.57% 7
2024
Q2 		$28.2M Hold
191,551
– – 2.61% 7
2024
Q1 		$27.9M Sell
191,551
-55
-0% -$7.61K 2.9% 8
2023
Q4 		$25.3M Sell
191,606
-525
-0.3% -$65.7K 2.94% 8
2023
Q3 		$23.2M Sell
192,131
-1,376
-0.7% -$171K 3.19% 8
2023
Q2 		$23.8M Sell
193,507
-165
-0.1% -$19.5K 3.39% 8
2023
Q1 		$22.5M Sell
193,672
-862
-0.4% -$97.7K 3.62% 8
2022
Q4 		$21.5M Sell
194,534
-2,592
-1% -$285K 4.88% 6
2022
Q3 		$20M Buy
197,126
+49
+0% +$5.49K 5.33% 4
2022
Q2 		$21.3M Hold
197,077
– – 3.77% 4
2022
Q1 		$24.6M Sell
197,077
-1,321
-0.7% -$162K 3.84% 3
2021
Q4 		$25.9M Sell
198,398
-1,652
-0.8% -$209K 3.11% 4
2021
Q3 		$23.9M Sell
200,050
-610
-0.3% -$75K 3.44% 4
2021
Q2 		$24M Sell
200,660
-3,861
-2% -$450K 3.96% 4
2021
Q1 		$22.7M Sell
204,521
-1,495
-0.7% -$160K 4.83% 4
2020
Q4 		$21.5M Buy
+206,016
New +$20.6M 7.05% 4

Other funds holding QUS

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
McKinney Capital Management
McKinney Capital Management Houston, Texas $254M AUM
Marotta Asset Management
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
ARQ Wealth Advisors
ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
Eagle Strategies
Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return
Goodman Advisory Group
Goodman Advisory Group Needham, Massachusetts $440M AUM 24.34% 1-Year Est. Return

Sage Mountain Advisors's QUS Position: Q3 2026 in Review

Sage Mountain Advisors reduced its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 0.92% in Q3 2026, selling an estimated $293K and leaving 164,665 shares worth $31.3M. The position accounts for 1.85% of the portfolio, ranked #11.

Sage Mountain Advisors first reported a position in QUS in Q4 2020 and has held it in 24 quarters since. 135 funds tracked by Wall St. Rank hold QUS as of Q3 2026.

  • Sage Mountain Advisors held 164,665 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $31.3M as of Q3 2026.
  • Sage Mountain Advisors sold 1,531 State Street SPDR MSCI USA StrategicFactors ETF shares in Q3 2026, an estimated $293K.
  • State Street SPDR MSCI USA StrategicFactors ETF made up 1.85% of Sage Mountain Advisors's portfolio in Q3 2026, its #11 holding.
  • Sage Mountain Advisors first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2020 and has held it in 24 quarters since.
  • 135 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q3 2026.

Based on Sage Mountain Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.