Palo Alto Wealth Advisors’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Palo Alto 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
2025 Q3	$479K	Hold	2,765	–	–	0.14%	40
2025 Q2	$451K	Buy	2,765 +15	+0.5%	+$2.34K	0.17%	35
2025 Q1	$435K	Sell	2,750 -350	-11%	-$55.6K	0.17%	34
2024 Q4	$480K	Buy	3,100 +55	+2%	+$8.77K	0.17%	30
2024 Q3	$486K	Hold	3,045	–	–	0.2%	29
2024 Q2	$449K	Buy	3,045 +20	+0.7%	+$2.88K	0.31%	26
2024 Q1	$441K	Buy	3,025 +89	+3%	+$12.3K	0.31%	27
2023 Q4	$388K	Hold	2,936	–	–	0.29%	31
2023 Q3	$354K	Hold	2,936	–	–	0.3%	30
2023 Q2	$361K	Hold	2,936	–	–	0.29%	30
2023 Q1	$340K	Sell	2,936 -478	-14%	-$54.2K	0.27%	33
2022 Q4	$377K	Buy	+3,414	New	+$376K	0.32%	33

Other funds holding QUS

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

TWM

Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

PIA

Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Palo Alto Wealth Advisors's QUS Position: Q3 2025 in Review

Palo Alto Wealth Advisors held its State Street SPDR MSCI USA StrategicFactors ETF (QUS) position steady in Q3 2025 at 2,765 shares worth $479K. The position accounts for 0.14% of the portfolio, ranked #40.

Palo Alto Wealth Advisors first reported a position in QUS in Q4 2022 and has held it in 12 quarters since. The position peaked at $486K in Q3 2024. 180 funds tracked by Wall St. Rank hold QUS as of Q3 2025.

Palo Alto Wealth Advisors held 2,765 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $479K as of Q3 2025.
Palo Alto Wealth Advisors left its State Street SPDR MSCI USA StrategicFactors ETF share count unchanged in Q3 2025.
State Street SPDR MSCI USA StrategicFactors ETF made up 0.14% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #40 holding.
Palo Alto Wealth Advisors first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2022 and has held it in 12 quarters since.
Palo Alto Wealth Advisors's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $486K in Q3 2024.
180 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.