Steward Partners Investment Advisory’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Steward Partners Investment Advisory’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	$40.7K	Hold	218	–	–	﹤0.01%	3072
2026 Q1	$37.4K	Hold	218	–	–	﹤0.01%	2932
2025 Q4	$38K	Hold	218	–	–	﹤0.01%	2816
2025 Q3	$37.3K	Hold	218	–	–	﹤0.01%	2756
2025 Q2	$35.6K	Hold	218	–	–	﹤0.01%	2646
2025 Q1	$34.2K	Hold	218	–	–	﹤0.01%	2568
2024 Q4	$33.8K	Hold	218	–	–	﹤0.01%	2541
2024 Q3	$34.3K	Hold	218	–	–	﹤0.01%	2421
2024 Q2	$32.1K	Hold	218	–	–	﹤0.01%	2309
2024 Q1	$31.7K	Hold	218	–	–	﹤0.01%	2319
2023 Q4	$28.8K	Hold	218	–	–	﹤0.01%	2221
2023 Q3	$26.3K	Hold	218	–	–	﹤0.01%	2177
2023 Q2	$26.8K	Hold	218	–	–	﹤0.01%	2145
2023 Q1	$25.3K	Hold	218	–	–	﹤0.01%	2149
2022 Q4	$24K	Hold	218	–	–	﹤0.01%	2146
2022 Q3	$22K	Buy	218 +103	+90%	+$11.5K	﹤0.01%	2192
2022 Q2	$12K	Hold	115	–	–	﹤0.01%	2458
2022 Q1	$14K	Hold	115	–	–	﹤0.01%	2529
2021 Q4	$15K	Hold	115	–	–	﹤0.01%	2444
2021 Q3	$14K	Hold	115	–	–	﹤0.01%	2483
2021 Q2	$14K	Hold	115	–	–	﹤0.01%	5615
2021 Q1	$12.8K	Buy	+115	New	+$12.3K	﹤0.01%	2675

Other funds holding QUS

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 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Steward Partners Investment Advisory's QUS Position: Q2 2026 in Review

Steward Partners Investment Advisory held its State Street SPDR MSCI USA StrategicFactors ETF (QUS) position steady in Q2 2026 at 218 shares worth $40.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3072.

Steward Partners Investment Advisory first reported a position in QUS in Q1 2021 and has held it in 22 quarters since. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

Steward Partners Investment Advisory held 218 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $40.7K as of Q2 2026.
Steward Partners Investment Advisory left its State Street SPDR MSCI USA StrategicFactors ETF share count unchanged in Q2 2026.
State Street SPDR MSCI USA StrategicFactors ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3072 holding.
Steward Partners Investment Advisory first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q1 2021 and has held it in 22 quarters since.
192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.