1620 Investment Advisors’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

1620 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 Q2	$906K	Sell	4,848 -442	-8%	-$80.5K	0.56%	40
2026 Q1	$908K	Sell	5,290 -105	-2%	-$18.5K	0.61%	43
2025 Q4	$940K	Sell	5,395 -97	-2%	-$16.7K	0.63%	36
2025 Q3	$940K	Sell	5,492 -611	-10%	-$101K	0.64%	38
2025 Q2	$995K	Buy	6,103 +244	+4%	+$38K	0.71%	34
2025 Q1	$918K	Buy	5,859 +107	+2%	+$17K	0.7%	30
2024 Q4	$891K	Buy	5,752 +211	+4%	+$33.6K	0.68%	33
2024 Q3	$873K	Sell	5,541 -4	-0.1%	-$608	0.63%	35
2024 Q2	$818K	Buy	5,545 +218	+4%	+$31.4K	0.63%	38
2024 Q1	$776K	Buy	5,327 +33	+0.6%	+$4.57K	0.78%	37
2023 Q4	$699K	Sell	5,294 -135	-2%	-$16.9K	0.76%	37
2023 Q3	$655K	Buy	5,429 +1,692	+45%	+$210K	0.74%	39
2023 Q2	$460K	Buy	3,737 +554	+17%	+$65.4K	0.5%	70
2023 Q1	$369K	Buy	3,183 +814	+34%	+$92.3K	0.45%	76
2022 Q4	$261K	Sell	2,369 -140	-6%	-$15.4K	0.32%	107
2022 Q3	$255K	Buy	2,509 +2,480	+8,552%	+$278K	0.38%	93
2022 Q2	$239K	Sell	29 -1,879	-98%	-$217K	0.33%	102
2022 Q1	$249K	Hold	1,908	–	–	0.27%	106
2021 Q4	$249K	Buy	+1,908	New	+$241K	0.28%	102

Other funds holding QUS

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return

TWM

Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return

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

PIA

Perennial Investment Advisors Los Angeles, California $1.51B AUM 28.71% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

1620 Investment Advisors's QUS Position: Q2 2026 in Review

1620 Investment Advisors reduced its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 8.4% in Q2 2026, selling an estimated $80.5K and leaving 4,848 shares worth $906K. The position accounts for 0.56% of the portfolio, ranked #40.

1620 Investment Advisors first reported a position in QUS in Q4 2021 and has held it in 19 quarters since. The position peaked at $995K in Q2 2025. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

1620 Investment Advisors held 4,848 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $906K as of Q2 2026.
1620 Investment Advisors sold 442 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2026, an estimated $80.5K.
State Street SPDR MSCI USA StrategicFactors ETF made up 0.56% of 1620 Investment Advisors's portfolio in Q2 2026, its #40 holding.
1620 Investment Advisors first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2021 and has held it in 19 quarters since.
1620 Investment Advisors's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $995K in Q2 2025.
192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.