UBS Group
QUS icon

UBS Group’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

UBS Group’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 		$178K Hold
952
– – ﹤0.01% 6861
2026
Q1 		$163K Buy
952
+318
+50% +$56.1K ﹤0.01% 6747
2025
Q4 		$110K Buy
634
+596
+1,568% +$103K ﹤0.01% 6867
2025
Q3 		$6.51K Sell
38
-40,198
-100% -$6.67M ﹤0.01% 8777
2025
Q2 		$6.56M Buy
40,236
+35,263
+709% +$5.49M ﹤0.01% 3590
2025
Q1 		$779K Buy
4,973
+4,837
+3,557% +$768K ﹤0.01% 5496
2024
Q4 		$21.1K Buy
+136
New +$21.7K ﹤0.01% 7835
2024
Q3 		– Sell
-361
Closed -$53.2K – 9963
2024
Q2 		$53.2K Buy
361
+196
+119% +$28.2K ﹤0.01% 6646
2024
Q1 		$24K Buy
+165
New +$22.8K ﹤0.01% 6841
2023
Q3 		– Sell
-1,324
Closed -$163K – 9871
2023
Q2 		$163K Buy
1,324
+620
+88% +$73.2K ﹤0.01% 5621
2023
Q1 		$81.6K Buy
+704
New +$79.8K ﹤0.01% 6083
2022
Q4 		– Sell
-22
Closed -$2K – 11061
2022
Q3 		$2K Buy
+22
New +$2.46K ﹤0.01% 9766
2022
Q2 		– Sell
-1,285
Closed -$160K – 10810
2022
Q1 		$160K Buy
1,285
+913
+245% +$112K ﹤0.01% 5535
2021
Q4 		$49K Buy
372
+255
+218% +$32.2K ﹤0.01% 6915
2021
Q3 		$14K Buy
+117
New +$14.4K ﹤0.01% 7590
2021
Q1 		– Sell
-59
Closed -$6K – 9380
2020
Q4 		$6K Sell
59
-3,370
-98% -$337K ﹤0.01% 7770
2020
Q3 		$324K Buy
+3,429
New +$320K ﹤0.01% 4492
2020
Q2 		– Sell
-1,358
Closed -$104K – 8279
2020
Q1 		$104K Buy
+1,358
New +$122K ﹤0.01% 5259
2018
Q1 		– Sell
-738
Closed -$57K – 8094
2017
Q4 		$57K Buy
+738
New +$55.5K ﹤0.01% 5734
2016
Q4 		– Sell
-30
Closed -$2K – 7981
2016
Q3 		$2K Buy
+30
New +$1.9K ﹤0.01% 7417
2016
Q1 		– Sell
-56
Closed -$3K – 8061
2015
Q4 		$3K Buy
+56
New +$3.33K ﹤0.01% 7896

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

UBS Group's QUS Position: Q2 2026 in Review

UBS Group held its State Street SPDR MSCI USA StrategicFactors ETF (QUS) position steady in Q2 2026 at 952 shares worth $178K. The position accounts for ﹤0.01% of the portfolio, ranked #6861.

UBS Group first reported a position in QUS in Q4 2015 and has held it in 21 quarters since. The position peaked at $6.56M in Q2 2025. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

  • UBS Group held 952 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $178K as of Q2 2026.
  • UBS Group 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 UBS Group's portfolio in Q2 2026, its #6861 holding.
  • UBS Group first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2015 and has held it in 21 quarters since.
  • UBS Group's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $6.56M in Q2 2025.
  • 192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.