Wedmont Private Capital’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Wedmont Private Capital’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	$229K	Buy	1,211 +6	+0.5%	+$1.09K	0.01%	864
2026 Q1	$213K	Hold	1,205	–	–	0.01%	790
2025 Q4	$212K	Buy	1,205 +10	+0.8%	+$1.72K	0.01%	769
2025 Q3	$205K	Buy	+1,195	New	+$198K	0.01%	759

Other funds holding QUS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

MCM

McKinney Capital Management Houston, Texas $254M AUM

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

PRRFG

Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return

Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

Wedmont Private Capital's QUS Position: Q2 2026 in Review

Wedmont Private Capital increased its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 0.5% in Q2 2026, buying an estimated $1.09K and bringing the position to 1,211 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #864.

Wedmont Private Capital first reported a position in QUS in Q3 2025 and has held it in 4 quarters since. 123 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

Wedmont Private Capital held 1,211 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $229K as of Q2 2026.
Wedmont Private Capital bought 6 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2026, an estimated $1.09K.
State Street SPDR MSCI USA StrategicFactors ETF made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #864 holding.
Wedmont Private Capital first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q3 2025 and has held it in 4 quarters since.
123 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.