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 Q3	$2.02M	Sell	10,623 -38	-0.4%	-$7.28K	0.18%	58
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%	-$9.8K	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

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Sage Mountain Advisors Atlanta, Georgia $1.69B AUM 11.4% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

Goodman Advisory Group Needham, Massachusetts $440M AUM 24.34% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Elevation Capital Advisory Bend, Oregon $255M AUM 16.75% 1-Year Est. Return

Goldstein Advisors's QUS Position: Q3 2026 in Review

Goldstein Advisors reduced its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 0.36% in Q3 2026, selling an estimated $7.28K and leaving 10,623 shares worth $2.02M. The position accounts for 0.18% of the portfolio, ranked #58.

Goldstein Advisors first reported a position in QUS in Q4 2022 and has held it in 16 quarters since. 93 funds tracked by Wall St. Rank hold QUS as of Q3 2026.

Goldstein Advisors held 10,623 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $2.02M as of Q3 2026.
Goldstein Advisors sold 38 State Street SPDR MSCI USA StrategicFactors ETF shares in Q3 2026, an estimated $7.28K.
State Street SPDR MSCI USA StrategicFactors ETF made up 0.18% of Goldstein Advisors's portfolio in Q3 2026, its #58 holding.
Goldstein Advisors first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2022 and has held it in 16 quarters since.
93 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q3 2026.

Based on Goldstein Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.