William Blair & Company’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

William Blair & Company’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	$199K	Hold	1,157	–	–	﹤0.01%	1491
2025 Q4	$202K	Hold	1,157	–	–	﹤0.01%	1465
2025 Q3	$198K	Sell	1,157 -94	-8%	-$15.6K	﹤0.01%	1467
2025 Q2	$204K	Buy	1,251 +94	+8%	+$14.6K	﹤0.01%	1417
2025 Q1	$181K	Hold	1,157	–	–	﹤0.01%	1416
2024 Q4	$179K	Hold	1,157	–	–	﹤0.01%	1455
2024 Q3	$182K	Sell	1,157 -615	-35%	-$93.5K	﹤0.01%	1456
2024 Q2	$261K	Buy	1,772 +1,157	+188%	+$167K	﹤0.01%	1308
2024 Q1	$89.6K	Hold	615	–	–	﹤0.01%	1523
2023 Q4	$81.3K	Hold	615	–	–	﹤0.01%	1528
2023 Q3	$74.2K	Buy	+615	New	+$76.3K	﹤0.01%	1542

Other funds holding QUS

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 San Diego, California $445B AUM 25.58% 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

William Blair & Company's QUS Position: Q1 2026 in Review

William Blair & Company held its State Street SPDR MSCI USA StrategicFactors ETF (QUS) position steady in Q1 2026 at 1,157 shares worth $199K. The position accounts for ﹤0.01% of the portfolio, ranked #1491.

William Blair & Company first reported a position in QUS in Q3 2023 and has held it in 11 quarters since. The position peaked at $261K in Q2 2024. 189 funds tracked by Wall St. Rank hold QUS as of Q1 2026.

William Blair & Company held 1,157 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $199K as of Q1 2026.
William Blair & Company left its State Street SPDR MSCI USA StrategicFactors ETF share count unchanged in Q1 2026.
State Street SPDR MSCI USA StrategicFactors ETF made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #1491 holding.
William Blair & Company first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q3 2023 and has held it in 11 quarters since.
William Blair & Company's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $261K in Q2 2024.
189 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.