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Sharkey, Howes & Javer’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Sharkey, Howes & Javer’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 		$3.02M Sell
16,176
-13,248
-45% -$2.41M 0.36% 42
2026
Q1 		$5.05M Sell
29,424
-9,092
-24% -$1.6M 0.68% 29
2025
Q4 		$6.71M Sell
38,516
-11,374
-23% -$1.96M 0.85% 25
2025
Q3 		$8.54M Sell
49,890
-5,519
-10% -$916K 1.1% 22
2025
Q2 		$9.04M Buy
55,409
+8,701
+19% +$1.36M 1.21% 23
2025
Q1 		$7.32M Buy
46,708
+2,169
+5% +$344K 1.05% 26
2024
Q4 		$6.9M Buy
44,539
+5,523
+14% +$880K 0.97% 23
2024
Q3 		$6.15M Buy
+39,016
New +$5.93M 0.88% 23

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

Sharkey, Howes & Javer's QUS Position: Q2 2026 in Review

Sharkey, Howes & Javer reduced its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 45% in Q2 2026, selling an estimated $2.41M and leaving 16,176 shares worth $3.02M. The position accounts for 0.36% of the portfolio, ranked #42.

Sharkey, Howes & Javer first reported a position in QUS in Q3 2024 and has held it in 8 quarters since. The position peaked at $9.04M in Q2 2025. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

  • Sharkey, Howes & Javer held 16,176 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $3.02M as of Q2 2026.
  • Sharkey, Howes & Javer sold 13,248 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2026, an estimated $2.41M.
  • State Street SPDR MSCI USA StrategicFactors ETF made up 0.36% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #42 holding.
  • Sharkey, Howes & Javer first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q3 2024 and has held it in 8 quarters since.
  • Sharkey, Howes & Javer's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $9.04M in Q2 2025.
  • 192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.