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

Lido 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	$404K	Sell	2,162 -386	-15%	-$70.3K	﹤0.01%	1594
2026 Q1	$437K	Sell	2,548 -290	-10%	-$51.2K	﹤0.01%	1372
2025 Q4	$489K	Buy	2,838 +939	+49%	+$162K	﹤0.01%	1306
2025 Q3	$325K	Hold	1,899	–	–	﹤0.01%	1444
2025 Q2	$310K	Hold	1,899	–	–	﹤0.01%	1331
2025 Q1	$298K	Hold	1,899	–	–	﹤0.01%	1216
2024 Q4	$294K	Hold	1,899	–	–	﹤0.01%	1223
2024 Q3	$299K	Hold	1,899	–	–	﹤0.01%	1172
2024 Q2	$280K	Sell	1,899 -11	-0.6%	-$1.58K	﹤0.01%	1159
2024 Q1	$278K	Buy	+1,910	New	+$264K	﹤0.01%	1131

Other funds holding QUS

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 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Lido Advisors's QUS Position: Q2 2026 in Review

Lido Advisors reduced its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 15% in Q2 2026, selling an estimated $70.3K and leaving 2,162 shares worth $404K. The position accounts for ﹤0.01% of the portfolio, ranked #1594.

Lido Advisors first reported a position in QUS in Q1 2024 and has held it in 10 quarters since. The position peaked at $489K in Q4 2025. 192 funds tracked by Wall St. Rank hold QUS as of Q2 2026.

Lido Advisors held 2,162 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $404K as of Q2 2026.
Lido Advisors sold 386 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2026, an estimated $70.3K.
State Street SPDR MSCI USA StrategicFactors ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1594 holding.
Lido Advisors first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q1 2024 and has held it in 10 quarters since.
Lido Advisors's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $489K in Q4 2025.
192 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.