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 Q3	$684K	Sell	3,599 -12	-0.3%	-$2.3K	0.46%	61
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

MAM

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

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

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

Gilpin Wealth Management reduced its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 0.33% in Q3 2026, selling an estimated $2.3K and leaving 3,599 shares worth $684K. The position accounts for 0.46% of the portfolio, ranked #61.

Gilpin Wealth Management first reported a position in QUS in Q4 2025 and has held it in 4 quarters since. 7 funds tracked by Wall St. Rank hold QUS as of Q3 2026.

Gilpin Wealth Management held 3,599 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $684K as of Q3 2026.
Gilpin Wealth Management sold 12 State Street SPDR MSCI USA StrategicFactors ETF shares in Q3 2026, an estimated $2.3K.
State Street SPDR MSCI USA StrategicFactors ETF made up 0.46% of Gilpin Wealth Management's portfolio in Q3 2026, its #61 holding.
Gilpin Wealth Management first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2025 and has held it in 4 quarters since.
7 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.