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Sentinel Pension Advisors’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Sentinel Pension 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
Q2 		$1.64M Buy
8,712
+31
+0.4% +$5.65K 0.21% 49
2026
Q1 		$1.49M Sell
8,681
-89
-1% -$15.7K 0.22% 47
2025
Q4 		$1.53M Sell
8,770
-79
-0.9% -$13.6K 0.23% 45
2025
Q3 		$1.51M Sell
8,849
-324
-4% -$53.8K 0.24% 45
2025
Q2 		$1.5M Buy
9,173
+179
+2% +$27.9K 0.25% 47
2025
Q1 		$1.41M Sell
8,994
-130
-1% -$20.6K 0.26% 47
2024
Q4 		$1.41M Buy
9,124
+100
+1% +$15.9K 0.26% 47
2024
Q3 		$1.42M Sell
9,024
-629
-7% -$95.6K 0.27% 49
2024
Q2 		$1.42M Sell
9,653
-298
-3% -$42.9K 0.3% 49
2024
Q1 		$1.45M Sell
9,951
-3,430
-26% -$475K 0.31% 45
2023
Q4 		$1.77M Sell
13,381
-1,750
-12% -$219K 0.42% 36
2023
Q3 		$1.83M Sell
15,131
-2,255
-13% -$280K 0.45% 38
2023
Q2 		$2.14M Sell
17,386
-1,350
-7% -$159K 0.52% 34
2023
Q1 		$2.17M Sell
18,736
-18,100
-49% -$2.05M 0.55% 29
2022
Q4 		$4.06M Buy
36,836
+713
+2% +$78.4K 1.27% 17
2022
Q3 		$3.67M Sell
36,123
-261
-0.7% -$29.2K 1.28% 17
2022
Q2 		$3.93M Sell
36,384
-21,875
-38% -$2.53M 1.32% 15
2022
Q1 		$7.26M Buy
58,259
+95
+0.2% +$11.7K 2.46% 14
2021
Q4 		$7.6M Sell
58,164
-71
-0.1% -$8.97K 2.39% 11
2021
Q3 		$6.95M Buy
58,235
+2,896
+5% +$356K 2.36% 11
2021
Q2 		$6.61M Buy
55,339
+4,328
+8% +$504K 2.31% 11
2021
Q1 		$2.72M Buy
51,011
+1,723
+3% +$185K 1% 18
2020
Q4 		$5.15M Buy
49,288
+2,018
+4% +$202K 1.88% 16
2020
Q3 		$4.47M Buy
47,270
+4,593
+11% +$429K 1.73% 17
2020
Q2 		$3.77M Buy
42,677
+948
+2% +$80.9K 1.57% 17
2020
Q1 		$3.19M Buy
41,729
+9,660
+30% +$869K 1.55% 16
2019
Q4 		$3.04M Buy
+32,069
New +$2.93M 1.97% 10

Other funds holding QUS

Focus Partners Wealth
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
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
BW
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

Sentinel Pension Advisors's QUS Position: Q2 2026 in Review

Sentinel Pension Advisors increased its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 0.36% in Q2 2026, buying an estimated $5.65K and bringing the position to 8,712 shares worth $1.64M. The position accounts for 0.21% of the portfolio, ranked #49.

Sentinel Pension Advisors first reported a position in QUS in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.6M in Q4 2021. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

  • Sentinel Pension Advisors held 8,712 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $1.64M as of Q2 2026.
  • Sentinel Pension Advisors bought 31 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2026, an estimated $5.65K.
  • State Street SPDR MSCI USA StrategicFactors ETF made up 0.21% of Sentinel Pension Advisors's portfolio in Q2 2026, its #49 holding.
  • Sentinel Pension Advisors first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2019 and has held it in 27 quarters since.
  • Sentinel Pension Advisors's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $7.6M in Q4 2021.
  • 192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Sentinel Pension Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.