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

American Portfolios 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
2022 Q3	$47.6K	Buy	469 +66	+16%	+$7.39K	﹤0.01%	1730
2022 Q2	$43.5K	Hold	403	–	–	﹤0.01%	1839
2022 Q1	$50.2K	Sell	403 -223	-36%	-$27.3K	﹤0.01%	1884
2021 Q4	$81.8K	Sell	626 -57	-8%	-$7.2K	﹤0.01%	1614
2021 Q3	$81.5K	Buy	+683	New	+$83.9K	﹤0.01%	1544
2020 Q4	–	Sell	-409	Closed	-$38.7K	–	3081
2020 Q3	$38.7K	Sell	409 -54	-12%	-$5.05K	﹤0.01%	1425
2020 Q2	$40.9K	Hold	463	–	–	﹤0.01%	1355
2020 Q1	$35.4K	Hold	463	–	–	﹤0.01%	1315
2019 Q4	$43.8K	Buy	463 +54	+13%	+$4.94K	﹤0.01%	1397
2019 Q3	$36.3K	Hold	409	–	–	﹤0.01%	1414
2019 Q2	$35.2K	Buy	+409	New	+$34.6K	﹤0.01%	1421

Other funds holding QUS

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

TWM

Tolleson Wealth Management Dallas, Texas $685M AUM 15.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWA

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

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

SMA

Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

GWAG

Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return

American Portfolios Advisors's QUS Position: Q3 2022 in Review

American Portfolios Advisors increased its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 16% in Q3 2022, buying an estimated $7.39K and bringing the position to 469 shares worth $47.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1730.

American Portfolios Advisors first reported a position in QUS in Q2 2019 and has held it in 11 quarters since. The position peaked at $81.8K in Q4 2021. 107 funds tracked by Wall St. Rank hold QUS as of Q3 2022.

American Portfolios Advisors held 469 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $47.6K as of Q3 2022.
American Portfolios Advisors bought 66 State Street SPDR MSCI USA StrategicFactors ETF shares in Q3 2022, an estimated $7.39K.
State Street SPDR MSCI USA StrategicFactors ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1730 holding.
American Portfolios Advisors first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q2 2019 and has held it in 11 quarters since.
American Portfolios Advisors's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $81.8K in Q4 2021.
107 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.