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

Win 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	–	Sell	-55,442	Closed	-$9.04M	–	75
2025 Q2	$9.04M	Buy	+55,442	New	+$8.63M	4.36%	7
2024 Q4	–	Sell	-12,157	Closed	-$1.92M	–	81
2024 Q3	$1.92M	Buy	+12,157	New	+$1.85M	0.9%	27
2023 Q2	–	Sell	-22,943	Closed	-$2.66M	–	45
2023 Q1	$2.66M	Buy	+22,943	New	+$2.6M	1.05%	15
2022 Q2	–	Sell	-68,414	Closed	-$8.52M	–	202
2022 Q1	$8.52M	Buy	+68,414	New	+$8.39M	2.24%	16

Other funds holding QUS

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

TWM

Tolleson Wealth Management Dallas, Texas $685M AUM 15.32% 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 $21.8B AUM 28.57% 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

Win Advisors's QUS Position: Q3 2025 in Review

Win Advisors sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q3 2025, closing a stake of 55,442 shares — an estimated $9.04M sold.

Win Advisors first reported a position in QUS in Q1 2022 and held it in 4 quarters. The position peaked at $9.04M in Q2 2025. 180 funds tracked by Wall St. Rank hold QUS as of Q3 2025.

Win Advisors reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q3 2025 after selling out during the quarter.
Win Advisors sold 55,442 State Street SPDR MSCI USA StrategicFactors ETF shares in Q3 2025, an estimated $9.04M.
Win Advisors first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q1 2022 and held it in 4 quarters.
Win Advisors's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $9.04M in Q2 2025.
180 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q3 2025.

Based on Win Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.