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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
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% +$9.92K 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 		$2.85M 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

Focus Partners Wealth
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
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
BW
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

Cornerstone Wealth Management's QUS Position: Q2 2026 in Review

Cornerstone Wealth Management increased its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 4% in Q2 2026, buying an estimated $52.8K and bringing the position to 7,572 shares worth $1.41M. The position accounts for 0.06% of the portfolio, ranked #276.

Cornerstone Wealth Management first reported a position in QUS in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.45M in Q2 2021. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

  • Cornerstone Wealth Management held 7,572 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $1.41M as of Q2 2026.
  • Cornerstone Wealth Management bought 290 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2026, an estimated $52.8K.
  • State Street SPDR MSCI USA StrategicFactors ETF made up 0.06% of Cornerstone Wealth Management's portfolio in Q2 2026, its #276 holding.
  • Cornerstone Wealth Management first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q1 2020 and has held it in 25 quarters since.
  • Cornerstone Wealth Management's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $3.45M in Q2 2021.
  • 192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.