Aspire Wealth Management’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Aspire Wealth Management’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
2024 Q3	$111K	Hold	704	–	–	0.06%	120
2024 Q2	$104K	Buy	704 +5	+0.7%	+$720	0.06%	119
2024 Q1	$102K	Hold	699	–	–	0.06%	121
2023 Q4	$92.4K	Buy	699 +6	+0.9%	+$751	0.06%	114
2023 Q3	$83.6K	Hold	693	–	–	0.06%	111
2023 Q2	$85.2K	Buy	693 +5	+0.7%	+$590	0.06%	117
2023 Q1	$79.8K	Hold	688	–	–	0.06%	118
2022 Q4	$75.9K	Buy	688 +7	+1%	+$770	0.07%	116
2022 Q3	$69K	Hold	681	–	–	0.07%	106
2022 Q2	$74K	Buy	681 +4	+0.6%	+$462	0.07%	112
2022 Q1	$84K	Hold	677	–	–	0.07%	106
2021 Q4	$88K	Buy	+677	New	+$85.5K	0.07%	109

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

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

PAG

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

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

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

SMA

Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return

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

PIA

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

Aspire Wealth Management's QUS Position: Q3 2024 in Review

Aspire Wealth Management held its State Street SPDR MSCI USA StrategicFactors ETF (QUS) position steady in Q3 2024 at 704 shares worth $111K. The position accounts for 0.06% of the portfolio, ranked #120.

Aspire Wealth Management first reported a position in QUS in Q4 2021 and has held it in 12 quarters since. 153 funds tracked by Wall St. Rank hold QUS as of Q3 2024.

Aspire Wealth Management held 704 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $111K as of Q3 2024.
Aspire Wealth Management left its State Street SPDR MSCI USA StrategicFactors ETF share count unchanged in Q3 2024.
State Street SPDR MSCI USA StrategicFactors ETF made up 0.06% of Aspire Wealth Management's portfolio in Q3 2024, its #120 holding.
Aspire Wealth Management first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2021 and has held it in 12 quarters since.
153 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.