Morningstar

State Street® SPDR® MSCI USA StrategicFactors ETF QUS

Morningstar Medalist Rating
Medalist Rating as of | See State Street Investment Hub

Morningstar’s Analysis QUS

Will QUS outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable QUS’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the QUS management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of QUS’s parent organization’s priorities and whether they’re in line with investors’ interests.

A multifactor approach that cuts back on risk.

Associate Director Daniel Sotiroff

Daniel Sotiroff

Associate Director

Summary

State Street SPDR MSCI USA StrategicFactors ETF focuses on three risk factors that combine to produce a defensive portfolio capable of delivering strong risk-adjusted performance over the long haul.

by Daniel Sotiroff
Rated on Published on

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Portfolio Holdings QUS

More QUS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

3.78 60M
Technology

Apple Inc

3.28 52M
Technology

NVIDIA Corp

2.68 43M
Technology

Eli Lilly and Co

2.39 38M
Healthcare

Meta Platforms Inc Class A

2.22 35M
Communication Services

Visa Inc Class A

2.09 33M
Financial Services

Johnson & Johnson

1.93 31M
Healthcare

Mastercard Inc Class A

1.66 26M
Financial Services

Merck & Co Inc

1.39 22M
Healthcare

Walmart Inc

1.36 22M
Consumer Defensive

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