YHB Investment Advisors’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

YHB Investment 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 Q1	–	Sell	-1,308	Closed	-$228K	–	308
2025 Q4	$228K	Hold	1,308	–	–	0.02%	286
2025 Q3	$224K	Hold	1,308	–	–	0.02%	284
2025 Q2	$213K	Buy	+1,308	New	+$204K	0.02%	295
2024 Q2	–	Sell	-1,513	Closed	-$220K	–	282
2024 Q1	$220K	Buy	+1,513	New	+$209K	0.02%	260

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

YHB Investment Advisors's QUS Position: Q1 2026 in Review

YHB Investment Advisors sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q1 2026, closing a stake of 1,308 shares — an estimated $228K sold.

YHB Investment Advisors first reported a position in QUS in Q1 2024 and held it in 4 quarters. The position peaked at $228K in Q4 2025. 189 funds tracked by Wall St. Rank hold QUS as of Q1 2026.

YHB Investment Advisors reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q1 2026 after selling out during the quarter.
YHB Investment Advisors sold 1,308 State Street SPDR MSCI USA StrategicFactors ETF shares in Q1 2026, an estimated $228K.
YHB Investment Advisors first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q1 2024 and held it in 4 quarters.
YHB Investment Advisors's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $228K in Q4 2025.
189 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q1 2026.

Based on YHB Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.