Smartleaf Asset Management’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Smartleaf Asset 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 Q1	$4.21K	Hold	25	–	–	﹤0.01%	2733
2025 Q4	$4.39K	Sell	25 -9,707	-100%	-$1.67M	﹤0.01%	2758
2025 Q3	$1.66M	Sell	9,732 -9,632	-50%	-$1.6M	0.1%	222
2025 Q2	$3.14M	Buy	19,364 +4,741	+32%	+$738K	0.28%	70
2025 Q1	$2.27M	Sell	14,623 -6,721	-31%	-$1.07M	0.22%	97
2024 Q4	$3.31M	Sell	21,344 -947	-4%	-$151K	0.34%	57
2024 Q3	$3.5M	Buy	22,291 +12,859	+136%	+$1.95M	0.43%	48
2024 Q2	$1.39M	Buy	9,432 +61	+0.7%	+$8.78K	0.23%	96
2024 Q1	$1.36M	Buy	9,371 +2,033	+28%	+$281K	0.26%	85
2023 Q4	$972K	Buy	+7,338	New	+$918K	0.26%	93

Other funds holding QUS

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

TWM

Tolleson Wealth Management Dallas, Texas $685M AUM 15.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PIA

Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SMA

Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return

Smartleaf Asset Management's QUS Position: Q1 2026 in Review

Smartleaf Asset Management held its State Street SPDR MSCI USA StrategicFactors ETF (QUS) position steady in Q1 2026 at 25 shares worth $4.21K. The position accounts for ﹤0.01% of the portfolio, ranked #2733.

Smartleaf Asset Management first reported a position in QUS in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.5M in Q3 2024. 189 funds tracked by Wall St. Rank hold QUS as of Q1 2026.

Smartleaf Asset Management held 25 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $4.21K as of Q1 2026.
Smartleaf Asset Management left its State Street SPDR MSCI USA StrategicFactors ETF share count unchanged in Q1 2026.
State Street SPDR MSCI USA StrategicFactors ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2733 holding.
Smartleaf Asset Management first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $3.5M in Q3 2024.
189 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.