B. Riley Wealth Advisors’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

B. Riley Wealth 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	$255K	Sell	1,372 -65	-5%	-$11.8K	0.01%	682
2026 Q1	$242K	Sell	1,437 -9	-0.6%	-$1.59K	0.02%	653
2025 Q4	$252K	Sell	1,446 -15	-1%	-$2.59K	0.01%	773
2025 Q3	$250K	Buy	1,461 +75	+5%	+$12.4K	0.01%	795
2025 Q2	$226K	Buy	+1,386	New	+$216K	0.01%	836
2024 Q4	$217K	Sell	1,402 -36	-3%	-$5.74K	0.01%	1008
2024 Q3	$226K	Sell	1,438 -18	-1%	-$2.73K	0.01%	1088
2024 Q2	$215K	Sell	1,456 -713	-33%	-$103K	0.01%	1202
2024 Q1	$262K	Buy	2,169 +461	+27%	+$63.8K	0.01%	1114
2023 Q4	$226K	Sell	1,708 -461	-21%	-$57.7K	0.01%	1196
2023 Q3	$262K	Buy	+2,169	New	+$269K	0.01%	1114

Other funds holding QUS

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

GPWA

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

VPW

Vaquero Private Wealth Dallas, Texas $486M AUM

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

B. Riley Wealth Advisors's QUS Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 4.5% in Q2 2026, selling an estimated $11.8K and leaving 1,372 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #682.

B. Riley Wealth Advisors first reported a position in QUS in Q3 2023 and has held it in 11 quarters since. The position peaked at $262K in Q1 2024. 75 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

B. Riley Wealth Advisors held 1,372 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $255K as of Q2 2026.
B. Riley Wealth Advisors sold 65 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2026, an estimated $11.8K.
State Street SPDR MSCI USA StrategicFactors ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #682 holding.
B. Riley Wealth Advisors first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q3 2023 and has held it in 11 quarters since.
B. Riley Wealth Advisors's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $262K in Q1 2024.
75 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.