Global Retirement Partners’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Global Retirement Partners’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	$165K	Buy	+881	New	+$161K	﹤0.01%	1707
2025 Q4	$182K	Hold	1,043	–	–	﹤0.01%	1529
2025 Q3	$179K	Hold	1,043	–	–	﹤0.01%	1232
2025 Q2	$170K	Buy	+1,043	New	+$162K	﹤0.01%	1170
2024 Q4	$162K	Buy	+1,043	New	+$166K	﹤0.01%	1044
2024 Q3	–	Sell	-94	Closed	-$13.9K	–	3613
2024 Q2	$13.9K	Hold	94	–	–	﹤0.01%	2168
2024 Q1	$13.7K	Buy	94 +75	+395%	+$10.4K	﹤0.01%	1976
2023 Q4	$2.52K	Hold	19	–	–	﹤0.01%	2584
2023 Q3	$2.28K	Hold	19	–	–	﹤0.01%	2485
2023 Q2	$2.34K	Hold	19	–	–	﹤0.01%	2486
2023 Q1	$2.21K	Hold	19	–	–	﹤0.01%	2472
2022 Q4	$2.1K	Hold	19	–	–	﹤0.01%	2347
2022 Q3	$2K	Hold	19	–	–	﹤0.01%	2296
2022 Q2	$2K	Hold	19	–	–	﹤0.01%	2251
2022 Q1	$2K	Buy	+19	New	+$2.33K	﹤0.01%	2234
2021 Q4	–	Sell	-19	Closed	-$2K	–	1421
2021 Q3	$2K	Hold	19	–	–	﹤0.01%	1847
2021 Q2	$2K	Hold	19	–	–	﹤0.01%	1745
2021 Q1	$2K	Buy	+19	New	+$2.04K	﹤0.01%	1660

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

Global Retirement Partners's QUS Position: Q2 2026 in Review

Global Retirement Partners opened a new position in State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q2 2026: 881 shares worth $165K. The stake represents ﹤0.01% of the portfolio and ranks #1707 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in QUS as recently as Q4 2025.

Global Retirement Partners first reported a position in QUS in Q1 2021 and has held it in 18 quarters since. The position peaked at $182K in Q4 2025. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

Global Retirement Partners held 881 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $165K as of Q2 2026.
State Street SPDR MSCI USA StrategicFactors ETF was a new Global Retirement Partners position in Q2 2026.
State Street SPDR MSCI USA StrategicFactors ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1707 holding.
Global Retirement Partners first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q1 2021 and has held it in 18 quarters since.
Global Retirement Partners's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $182K in Q4 2025.
192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.