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Vista Investment Management’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Vista Investment 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 		$6.4M Sell
37,262
-989
-3% -$175K 2.13% 9
2025
Q4 		$6.66M Buy
38,251
+2,383
+7% +$411K 2.2% 9
2025
Q3 		$6.14M Sell
35,868
-437
-1% -$72.5K 2.14% 10
2025
Q2 		$5.92M Buy
36,305
+78
+0.2% +$12.1K 2.2% 10
2025
Q1 		$5.68M Buy
36,227
+8
+0% +$1.27K 2.22% 8
2024
Q4 		$5.61M Buy
36,219
+117
+0.3% +$18.6K 2.13% 9
2024
Q3 		$5.69M Buy
36,102
+360
+1% +$54.7K 2.14% 8
2024
Q2 		$5.27M Buy
35,742
+761
+2% +$110K 2.13% 8
2024
Q1 		$5.09M Sell
34,981
-539
-2% -$74.6K 2.07% 9
2023
Q4 		$4.69M Buy
35,520
+413
+1% +$51.7K 2.18% 6
2023
Q3 		$4.24M Sell
35,107
-129
-0.4% -$16K 2.22% 6
2023
Q2 		$4.33M Sell
35,236
-239
-0.7% -$28.2K 2.19% 5
2023
Q1 		$4.11M Buy
35,475
+70
+0.2% +$7.93K 2.17% 6
2022
Q4 		$3.91M Buy
35,405
+1,018
+3% +$112K 2.23% 6
2022
Q3 		$3.49M Buy
34,387
+11
+0% +$1.23K 2.15% 7
2022
Q2 		$3.71M Buy
34,376
+719
+2% +$83K 2.24% 7
2022
Q1 		$4.19M Buy
33,657
+158
+0.5% +$19.4K 2.3% 6
2021
Q4 		$4.38M Buy
33,499
+466
+1% +$58.9K 2.37% 7
2021
Q3 		$3.94M Buy
33,033
+490
+2% +$60.2K 2.31% 8
2021
Q2 		$3.89M Buy
32,543
+539
+2% +$62.8K 2.29% 6
2021
Q1 		$3.56M Buy
32,004
+1,150
+4% +$123K 2.21% 6
2020
Q4 		$3.22M Buy
30,854
+2,643
+9% +$264K 2.16% 10
2020
Q3 		$2.67M Buy
28,211
+1,304
+5% +$122K 2.04% 10
2020
Q2 		$2.38M Buy
26,907
+1,880
+8% +$160K 2.04% 8
2020
Q1 		$1.91M Buy
25,027
+5,572
+29% +$501K 1.95% 10
2019
Q4 		$1.84M Buy
19,455
+3,646
+23% +$333K 1.38% 23
2019
Q3 		$1.4M Buy
+15,809
New +$1.38M 1.16% 27

Other funds holding QUS

Focus Partners Wealth
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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return

Vista Investment Management's QUS Position: Q1 2026 in Review

Vista Investment Management reduced its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 2.6% in Q1 2026, selling an estimated $175K and leaving 37,262 shares worth $6.4M. The position accounts for 2.13% of the portfolio, ranked #9.

Vista Investment Management first reported a position in QUS in Q3 2019 and has held it in 27 quarters since. The position peaked at $6.66M in Q4 2025. 189 funds tracked by Wall St. Rank hold QUS as of Q1 2026.

  • Vista Investment Management held 37,262 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $6.4M as of Q1 2026.
  • Vista Investment Management sold 989 State Street SPDR MSCI USA StrategicFactors ETF shares in Q1 2026, an estimated $175K.
  • State Street SPDR MSCI USA StrategicFactors ETF made up 2.13% of Vista Investment Management's portfolio in Q1 2026, its #9 holding.
  • Vista Investment Management first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q3 2019 and has held it in 27 quarters since.
  • Vista Investment Management's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $6.66M in Q4 2025.
  • 189 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q1 2026.

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