Continuum Advisory’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Continuum Advisory’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	$14M	Buy	75,092 +1,589	+2%	+$289K	1.13%	16
2026 Q1	$12.6M	Buy	73,503 +1,192	+2%	+$210K	1.21%	15
2025 Q4	$12.6M	Sell	72,311 -7,166	-9%	-$1.24M	1.26%	15
2025 Q3	$13.6M	Buy	79,477 +1,459	+2%	+$242K	1.44%	13
2025 Q2	$12.7M	Buy	78,018 +842	+1%	+$131K	1.53%	13
2025 Q1	$12.1M	Buy	77,176 +1,287	+2%	+$204K	1.56%	12
2024 Q4	$11.8M	Buy	75,889 +974	+1%	+$155K	1.51%	12
2024 Q3	$12M	Sell	74,915 -840	-1%	-$128K	1.54%	13
2024 Q2	$11.2M	Sell	75,755 -747	-1%	-$108K	1.61%	12
2024 Q1	$11M	Sell	76,502 -810	-1%	-$112K	1.65%	12
2023 Q4	$10.2M	Buy	77,312 +47	+0.1%	+$5.88K	1.45%	11
2023 Q3	$9.32M	Buy	77,265 +4,115	+6%	+$511K	1.49%	7
2023 Q2	$8.99M	Sell	73,150 -5,520	-7%	-$652K	1.43%	9
2023 Q1	$9.12M	Buy	78,670 +2,852	+4%	+$323K	1.55%	7
2022 Q4	$8.36M	Buy	75,818 +609	+0.8%	+$67K	1.51%	6
2022 Q3	$7.64M	Buy	75,209 +2,912	+4%	+$326K	1.35%	13
2022 Q2	$7.81M	Buy	72,297 +988	+1%	+$114K	1.42%	8
2022 Q1	$8.28M	Sell	71,309 -4,260	-6%	-$522K	1.57%	5
2021 Q4	$9.87M	Sell	75,569 -973	-1%	-$123K	2.22%	4
2021 Q3	$9.13M	Buy	76,542 +3,696	+5%	+$454K	2.45%	4
2021 Q2	$8.7M	Sell	72,846 -192	-0.3%	-$22.4K	2.7%	4
2021 Q1	$8.43M	Buy	73,038 +1,286	+2%	+$138K	3.51%	4
2020 Q4	$7.5M	Buy	71,752 +555	+0.8%	+$55.4K	3.41%	3
2020 Q3	$6.76M	Buy	71,197 +328	+0.5%	+$30.6K	3.7%	3
2020 Q2	$6.27M	Buy	70,869 +1,500	+2%	+$128K	3.93%	3
2020 Q1	$5.09M	Sell	69,369 -7,995	-10%	-$719K	3.43%	5
2019 Q4	$7.33M	Sell	77,364 -1,230	-2%	-$112K	4.26%	3
2019 Q3	$6.89M	Buy	78,594 +8,269	+12%	+$724K	4.61%	2
2019 Q2	$6.09M	Sell	70,325 -3,419	-5%	-$289K	4.18%	4
2019 Q1	$6.19M	Buy	73,744 +47,817	+184%	+$3.79M	4.63%	2
2018 Q4	$1.89M	Buy	+25,927	New	+$2.04M	1.39%	18

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

Continuum Advisory's QUS Position: Q2 2026 in Review

Continuum Advisory increased its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 2.2% in Q2 2026, buying an estimated $289K and bringing the position to 75,092 shares worth $14M. The position accounts for 1.13% of the portfolio, ranked #16.

Continuum Advisory first reported a position in QUS in Q4 2018 and has held it in 31 quarters since. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

Continuum Advisory held 75,092 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $14M as of Q2 2026.
Continuum Advisory bought 1,589 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2026, an estimated $289K.
State Street SPDR MSCI USA StrategicFactors ETF made up 1.13% of Continuum Advisory's portfolio in Q2 2026, its #16 holding.
Continuum Advisory first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2018 and has held it in 31 quarters since.
192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.