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J.W. Cole Advisors’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

J.W. Cole 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 		$275K Buy
1,471
+10
+0.7% +$1.82K ﹤0.01% 1324
2026
Q1 		$251K Sell
1,461
-316
-18% -$55.8K 0.01% 681
2025
Q4 		$309K Sell
1,777
-8
-0.4% -$1.38K 0.01% 1090
2025
Q3 		$306K Hold
1,785
– – 0.01% 1204
2025
Q2 		$291K Buy
+1,785
New +$278K 0.01% 1164
2025
Q1 		– Sell
-2,221
Closed -$344K – 1332
2024
Q4 		$344K Sell
2,221
-24
-1% -$3.83K 0.01% 733
2024
Q3 		$354K Sell
2,245
-15
-0.7% -$2.28K 0.01% 717
2024
Q2 		$333K Sell
2,260
-298
-12% -$42.9K 0.02% 670
2024
Q1 		$373K Sell
2,558
-58
-2% -$8.03K 0.02% 615
2023
Q4 		$346K Sell
2,616
-236
-8% -$29.5K 0.02% 594
2023
Q3 		$344K Buy
2,852
+239
+9% +$29.7K 0.03% 526
2023
Q2 		$321K Sell
2,613
-26
-1% -$3.07K 0.02% 553
2023
Q1 		$306K Sell
2,639
-96
-4% -$10.9K 0.02% 598
2022
Q4 		$302K Sell
2,735
-86
-3% -$9.46K 0.02% 558
2022
Q3 		$287K Hold
2,821
– – 0.02% 554
2022
Q2 		$305K Buy
2,821
+472
+20% +$54.5K 0.02% 547
2022
Q1 		$293K Sell
2,349
-90
-4% -$11K 0.02% 629
2021
Q4 		$319K Buy
+2,439
New +$308K 0.02% 626
2021
Q3 		– Sell
-2,542
Closed -$304K – 689
2021
Q2 		$304K Buy
2,542
+9
+0.4% +$1.05K 0.02% 577
2021
Q1 		$281K Sell
2,533
-325
-11% -$34.8K 0.03% 534
2020
Q4 		$299K Buy
2,858
+351
+14% +$35.1K 0.03% 477
2020
Q3 		$237K Buy
+2,507
New +$234K 0.02% 621

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

J.W. Cole Advisors's QUS Position: Q2 2026 in Review

J.W. Cole Advisors increased its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 0.68% in Q2 2026, buying an estimated $1.82K and bringing the position to 1,471 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #1324.

J.W. Cole Advisors first reported a position in QUS in Q3 2020 and has held it in 22 quarters since. The position peaked at $373K in Q1 2024. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

  • J.W. Cole Advisors held 1,471 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $275K as of Q2 2026.
  • J.W. Cole Advisors bought 10 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2026, an estimated $1.82K.
  • State Street SPDR MSCI USA StrategicFactors ETF made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1324 holding.
  • J.W. Cole Advisors first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q3 2020 and has held it in 22 quarters since.
  • J.W. Cole Advisors's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $373K in Q1 2024.
  • 192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.