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

Golden State 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	$28.8K	Hold	154	–	–	﹤0.01%	873
2026 Q1	$26.4K	Hold	154	–	–	﹤0.01%	849
2025 Q4	$26.8K	Hold	154	–	–	﹤0.01%	850
2025 Q3	$26.4K	Hold	154	–	–	﹤0.01%	846
2025 Q2	$25.1K	Hold	154	–	–	﹤0.01%	825
2025 Q1	$24.1K	Hold	154	–	–	﹤0.01%	761
2024 Q4	$23.8K	Buy	+154	New	+$24.5K	﹤0.01%	729
2020 Q2	–	Sell	-301	Closed	-$23K	–	761
2020 Q1	$23K	Buy	+301	New	+$27.1K	0.01%	483
2019 Q4	–	Sell	-147	Closed	-$13K	–	719
2019 Q3	$13K	Sell	147 -2,770	-95%	-$243K	﹤0.01%	697
2019 Q2	$251K	Buy	2,917 +41	+1%	+$3.47K	0.08%	193
2019 Q1	$239K	Buy	+2,876	New	+$228K	0.08%	203

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

Golden State Wealth Management's QUS Position: Q2 2026 in Review

Golden State Wealth Management held its State Street SPDR MSCI USA StrategicFactors ETF (QUS) position steady in Q2 2026 at 154 shares worth $28.8K. The position accounts for ﹤0.01% of the portfolio, ranked #873.

Golden State Wealth Management first reported a position in QUS in Q1 2019 and has held it in 11 quarters since. The position peaked at $251K in Q2 2019. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

Golden State Wealth Management held 154 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $28.8K as of Q2 2026.
Golden State Wealth Management left its State Street SPDR MSCI USA StrategicFactors ETF share count unchanged in Q2 2026.
State Street SPDR MSCI USA StrategicFactors ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #873 holding.
Golden State Wealth Management first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $251K in Q2 2019.
192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.