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Goldstein Advisors’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Goldstein Advisors’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 		$1.99M Sell
10,661
-73
-0.7% -$13.3K 0.18% 55
2026
Q1 		$1.84M Sell
10,734
-36
-0.3% -$6.35K 0.2% 51
2025
Q4 		$1.88M Sell
10,770
-57
-0.5% -$9.83K 0.21% 49
2025
Q3 		$1.85M Sell
10,827
-448
-4% -$74.3K 0.23% 46
2025
Q2 		$1.84M Sell
11,275
-9
-0.1% -$1.4K 0.25% 40
2025
Q1 		$1.77M Sell
11,284
-15
-0.1% -$2.38K 0.26% 40
2024
Q4 		$1.75M Sell
11,299
-20
-0.2% -$3.19K 0.25% 40
2024
Q3 		$1.78M Buy
11,319
+157
+1% +$23.9K 0.27% 36
2024
Q2 		$1.65M Sell
11,162
-9
-0.1% -$1.3K 0.28% 37
2024
Q1 		$1.63M Sell
11,171
-317
-3% -$43.9K 0.28% 34
2023
Q4 		$1.52M Sell
11,488
-229
-2% -$28.6K 0.26% 62
2023
Q3 		$1.41M Sell
11,717
-1,676
-13% -$208K 0.3% 38
2023
Q2 		$1.65M Sell
13,393
-1,321
-9% -$156K 0.34% 37
2023
Q1 		$1.71M Sell
14,714
-408
-3% -$46.2K 0.38% 36
2022
Q4 		$1.67M Buy
+15,122
New +$1.66M 0.4% 36

Other funds holding QUS

Focus Partners Wealth
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
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
BW
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

Goldstein Advisors's QUS Position: Q2 2026 in Review

Goldstein Advisors reduced its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 0.68% in Q2 2026, selling an estimated $13.3K and leaving 10,661 shares worth $1.99M. The position accounts for 0.18% of the portfolio, ranked #55.

Goldstein Advisors first reported a position in QUS in Q4 2022 and has held it in 15 quarters since. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

  • Goldstein Advisors held 10,661 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $1.99M as of Q2 2026.
  • Goldstein Advisors sold 73 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2026, an estimated $13.3K.
  • State Street SPDR MSCI USA StrategicFactors ETF made up 0.18% of Goldstein Advisors's portfolio in Q2 2026, its #55 holding.
  • Goldstein Advisors first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2022 and has held it in 15 quarters since.
  • 192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.