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

Gilpin 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	$675K	Sell	3,611 -40	-1%	-$7.29K	0.47%	60
2026 Q1	$627K	Sell	3,651 -5	-0.1%	-$882	0.5%	62
2025 Q4	$637K	Buy	+3,656	New	+$630K	0.5%	55

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

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

Gilpin Wealth Management reduced its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 1.1% in Q2 2026, selling an estimated $7.29K and leaving 3,611 shares worth $675K. The position accounts for 0.47% of the portfolio, ranked #60.

Gilpin Wealth Management first reported a position in QUS in Q4 2025 and has held it in 3 quarters since. 191 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

Gilpin Wealth Management held 3,611 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $675K as of Q2 2026.
Gilpin Wealth Management sold 40 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2026, an estimated $7.29K.
State Street SPDR MSCI USA StrategicFactors ETF made up 0.47% of Gilpin Wealth Management's portfolio in Q2 2026, its #60 holding.
Gilpin Wealth Management first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2025 and has held it in 3 quarters since.
191 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.