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

Gladstone Institutional 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	$203K	Buy	+1,089	New	+$198K	0.01%	864
2025 Q3	–	Sell	-1,279	Closed	-$209K	–	813
2025 Q2	$209K	Sell	1,279 -924	-42%	-$144K	0.01%	705
2025 Q1	$345K	Sell	2,203 -848	-28%	-$135K	0.02%	549
2024 Q4	$472K	Buy	3,051 +568	+23%	+$90.5K	0.02%	482
2024 Q3	$391K	Sell	2,483 -433	-15%	-$65.8K	0.02%	512
2024 Q2	$430K	Sell	2,916 -214	-7%	-$30.8K	0.02%	454
2024 Q1	$456K	Sell	3,130 -2,139	-41%	-$296K	0.03%	435
2023 Q4	$696K	Sell	5,269 -1,873	-26%	-$234K	0.04%	355
2023 Q3	$862K	Sell	7,142 -2,277	-24%	-$283K	0.06%	285
2023 Q2	$1.16M	Sell	9,419 -1,608	-15%	-$190K	0.07%	252
2023 Q1	$1.28M	Sell	11,027 -775	-7%	-$87.8K	0.08%	245
2022 Q4	$1.3M	Sell	11,802 -868	-7%	-$95.5K	0.09%	249
2022 Q3	$1.29M	Buy	12,670 +1,079	+9%	+$121K	0.1%	235
2022 Q2	$1.25M	Buy	11,591 +620	+6%	+$71.6K	0.1%	235
2022 Q1	$1.37M	Buy	10,971 +6,636	+153%	+$814K	0.09%	241
2021 Q4	$566K	Buy	4,335 +2,613	+152%	+$330K	0.04%	356
2021 Q3	$205K	Buy	+1,722	New	+$212K	0.02%	504
2021 Q2	–	Sell	-3,148	Closed	-$350K	–	542
2021 Q1	$350K	Buy	+3,148	New	+$338K	0.05%	295

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

Gladstone Institutional Advisory's QUS Position: Q2 2026 in Review

Gladstone Institutional Advisory opened a new position in State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q2 2026: 1,089 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #864 among its holdings. This is a return to the name: Gladstone Institutional Advisory previously reported a position in QUS as recently as Q2 2025.

Gladstone Institutional Advisory first reported a position in QUS in Q1 2021 and has held it in 18 quarters since. The position peaked at $1.37M in Q1 2022. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

Gladstone Institutional Advisory held 1,089 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $203K as of Q2 2026.
State Street SPDR MSCI USA StrategicFactors ETF was a new Gladstone Institutional Advisory position in Q2 2026.
State Street SPDR MSCI USA StrategicFactors ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #864 holding.
Gladstone Institutional Advisory first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q1 2021 and has held it in 18 quarters since.
Gladstone Institutional Advisory's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $1.37M in Q1 2022.
192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.