True North Advisors’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

True North 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	$485K	Hold	2,593	–	–	0.05%	182
2026 Q1	$445K	Hold	2,593	–	–	0.05%	177
2025 Q4	$452K	Hold	2,593	–	–	0.06%	166
2025 Q3	$444K	Hold	2,593	–	–	0.07%	144
2025 Q2	$423K	Hold	2,593	–	–	0.08%	148
2025 Q1	$406K	Buy	+2,593	New	+$412K	0.07%	156

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 22.9% 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

True North Advisors's QUS Position: Q2 2026 in Review

True North Advisors held its State Street SPDR MSCI USA StrategicFactors ETF (QUS) position steady in Q2 2026 at 2,593 shares worth $485K. The position accounts for 0.05% of the portfolio, ranked #182.

True North Advisors first reported a position in QUS in Q1 2025 and has held it in 6 quarters since. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

True North Advisors held 2,593 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $485K as of Q2 2026.
True North Advisors left its State Street SPDR MSCI USA StrategicFactors ETF share count unchanged in Q2 2026.
State Street SPDR MSCI USA StrategicFactors ETF made up 0.05% of True North Advisors's portfolio in Q2 2026, its #182 holding.
True North Advisors first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q1 2025 and has held it in 6 quarters since.
192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.