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
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 $89.9B AUM 20.5% 1-Year Est. Return

TWM

Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PIA

Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GWAG

Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return

Global Retirement Partners's QUS Position: Q4 2025 in Review

Global Retirement Partners held its State Street SPDR MSCI USA StrategicFactors ETF (QUS) position steady in Q4 2025 at 1,043 shares worth $182K. The position accounts for ﹤0.01% of the portfolio, ranked #1529.

Global Retirement Partners first reported a position in QUS in Q1 2021 and has held it in 17 quarters since. 178 funds tracked by Wall St. Rank hold QUS as of Q4 2025.

Global Retirement Partners held 1,043 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $182K as of Q4 2025.
Global Retirement Partners left its State Street SPDR MSCI USA StrategicFactors ETF share count unchanged in Q4 2025.
State Street SPDR MSCI USA StrategicFactors ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1529 holding.
Global Retirement Partners first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q1 2021 and has held it in 17 quarters since.
178 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.