Cornerstone Wealth Management’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Cornerstone Wealth Management’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 Q3	$1.49M	Buy	7,841 +269	+4%	+$51.5K	0.06%	260
2026 Q2	$1.41M	Buy	7,572 +290	+4%	+$52.8K	0.06%	276
2026 Q1	$1.25M	Sell	7,282 -82	-1%	-$14.5K	0.06%	272
2025 Q4	$1.28M	Sell	7,364 -291	-4%	-$50.2K	0.07%	248
2025 Q3	$1.31M	Sell	7,655 -51	-0.7%	-$8.46K	0.07%	230
2025 Q2	$1.26M	Sell	7,706 -859	-10%	-$134K	0.08%	218
2025 Q1	$1.34M	Sell	8,565 -811	-9%	-$129K	0.09%	186
2024 Q4	$1.45M	Buy	9,376 +364	+4%	+$58K	0.1%	170
2024 Q3	$1.42M	Sell	9,012 -418	-4%	-$63.5K	0.1%	172
2024 Q2	$1.39M	Sell	9,430 -222	-2%	-$32K	0.11%	161
2024 Q1	$1.41M	Buy	9,652 +54	+0.6%	+$7.48K	0.11%	158
2023 Q4	$1.27M	Sell	9,598 -195	-2%	-$24.4K	0.11%	164
2023 Q3	$1.18M	Sell	9,793 -204	-2%	-$25.3K	0.11%	160
2023 Q2	$1.23M	Buy	9,997 +84	+0.8%	+$9.9K	0.11%	156
2023 Q1	$1.15M	Buy	+9,913	New	+$1.12M	0.11%	156
2022 Q3	$884K	Buy	8,704 +199	+2%	+$22.3K	0.1%	177
2022 Q2	$919K	Buy	8,505 +18	+0.2%	+$2.08K	0.1%	172
2022 Q1	$1.06M	Sell	8,487 -13,324	-61%	-$1.63M	0.1%	171
2021 Q4	$2.86M	Sell	21,811 -2,670	-11%	-$337K	0.27%	86
2021 Q3	$2.92M	Sell	24,481 -4,420	-15%	-$543K	0.31%	75
2021 Q2	$3.45M	Buy	28,901 +250	+0.9%	+$29.1K	0.36%	65
2021 Q1	$3.18M	Buy	28,651 +1,475	+5%	+$158K	0.38%	58
2020 Q4	$2.84M	Buy	27,176 +1,857	+7%	+$186K	0.36%	58
2020 Q3	$2.4M	Buy	25,319 +3,454	+16%	+$323K	0.36%	56
2020 Q2	$1.93M	Buy	21,865 +13,349	+157%	+$1.14M	0.31%	64
2020 Q1	$650K	Buy	+8,516	New	+$766K	0.13%	165

Other funds holding QUS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Sage Mountain Advisors Atlanta, Georgia $1.69B AUM 11.4% 1-Year Est. Return

McKinney Capital Management Houston, Texas $254M AUM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return

Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

Cornerstone Wealth Management's QUS Position: Q3 2026 in Review

Cornerstone Wealth Management increased its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 3.6% in Q3 2026, buying an estimated $51.5K and bringing the position to 7,841 shares worth $1.49M. The position accounts for 0.06% of the portfolio, ranked #260.

Cornerstone Wealth Management first reported a position in QUS in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.45M in Q2 2021. 125 funds tracked by Wall St. Rank hold QUS as of Q3 2026.

Cornerstone Wealth Management held 7,841 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $1.49M as of Q3 2026.
Cornerstone Wealth Management bought 269 State Street SPDR MSCI USA StrategicFactors ETF shares in Q3 2026, an estimated $51.5K.
State Street SPDR MSCI USA StrategicFactors ETF made up 0.06% of Cornerstone Wealth Management's portfolio in Q3 2026, its #260 holding.
Cornerstone Wealth Management first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q1 2020 and has held it in 26 quarters since.
Cornerstone Wealth Management's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $3.45M in Q2 2021.
125 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.