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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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