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Great Point Wealth Advisors’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Great Point Wealth 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 		$13.8M Sell
73,642
-10,839
-13% -$1.97M 2.22% 14
2026
Q1 		$14.5M Sell
84,481
-614
-0.7% -$108K 2.68% 12
2025
Q4 		$14.8M Sell
85,095
-3,809
-4% -$657K 2.71% 12
2025
Q3 		$15.2M Buy
+88,904
New +$14.8M 2.86% 12
2025
Q1 		$15.2M Sell
96,974
-844
-0.9% -$134K 3.29% 10
2024
Q4 		$15.1M Sell
97,818
-2,940
-3% -$469K 3.31% 8
2024
Q3 		$15.9M Sell
100,758
-2,247
-2% -$341K 3.39% 8
2024
Q2 		$15.2M Sell
103,005
-6,114
-6% -$880K 3.47% 9
2024
Q1 		$15.9M Sell
109,119
-6,303
-5% -$873K 3.71% 8
2023
Q4 		$15.2M Sell
115,422
-7,969
-6% -$997K 3.97% 7
2023
Q3 		$14.9M Sell
123,391
-2,861
-2% -$355K 4.47% 7
2023
Q2 		$15.5M Sell
126,252
-1,701
-1% -$201K 4.66% 6
2023
Q1 		$14.8M Sell
127,953
-277
-0.2% -$31.4K 4.7% 5
2022
Q4 		$14.1M Sell
128,230
-17,112
-12% -$1.88M 4.74% 5
2022
Q3 		$14.8M Buy
145,342
+2,467
+2% +$276K 5.5% 4
2022
Q2 		$15.4M Sell
142,875
-962
-0.7% -$111K 5.47% 6
2022
Q1 		$17.9M Sell
143,837
-12,545
-8% -$1.54M 5.58% 6
2021
Q4 		$20.4M Sell
156,382
-3,714
-2% -$469K 6.26% 6
2021
Q3 		$19.1M Sell
160,096
-2,241
-1% -$275K 6.56% 7
2021
Q2 		$19.4M Sell
162,337
-108,876
-40% -$12.7M 6.77% 6
2021
Q1 		$30.1M Buy
271,213
+88,848
+49% +$9.53M 11.52% 1
2020
Q4 		$19.1M Buy
182,365
+61,384
+51% +$6.13M 8.18% 3
2020
Q3 		$10.7M Hold
120,981
– – 5.51% 6
2020
Q2 		$10.7M Buy
120,981
+30,609
+34% +$2.61M 5.51% 6
2020
Q1 		$6.9M Buy
+90,372
New +$8.13M 5.77% 6

Other funds holding QUS

MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
PRRFG
Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return
VPW
Vaquero Private Wealth Dallas, Texas $486M AUM
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Great Point Wealth Advisors's QUS Position: Q2 2026 in Review

Great Point Wealth Advisors reduced its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 13% in Q2 2026, selling an estimated $1.97M and leaving 73,642 shares worth $13.8M. The position accounts for 2.22% of the portfolio, ranked #14.

Great Point Wealth Advisors first reported a position in QUS in Q1 2020 and has held it in 25 quarters since. The position peaked at $30.1M in Q1 2021. 66 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

  • Great Point Wealth Advisors held 73,642 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $13.8M as of Q2 2026.
  • Great Point Wealth Advisors sold 10,839 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2026, an estimated $1.97M.
  • State Street SPDR MSCI USA StrategicFactors ETF made up 2.22% of Great Point Wealth Advisors's portfolio in Q2 2026, its #14 holding.
  • Great Point Wealth Advisors first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q1 2020 and has held it in 25 quarters since.
  • Great Point Wealth Advisors's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $30.1M in Q1 2021.
  • 66 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Great Point Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.