Baldwin Wealth Partners’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Baldwin Wealth Partners’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 Q4	–	Sell	-176	Closed	-$27.7K	–	824
2024 Q3	$27.7K	Hold	176	–	–	﹤0.01%	648
2024 Q2	$26K	Hold	176	–	–	﹤0.01%	435
2024 Q1	$25.6K	Hold	176	–	–	﹤0.01%	456
2023 Q4	$23.3K	Hold	176	–	–	﹤0.01%	482
2023 Q3	$21.2K	Hold	176	–	–	﹤0.01%	503
2023 Q2	$21.6K	Buy	+176	New	+$20.8K	﹤0.01%	524

Other funds holding QUS

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

TWM

Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MYIA

Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PIA

Perennial Investment Advisors Los Angeles, California $1.51B AUM 28.71% 1-Year Est. Return

Baldwin Wealth Partners's QUS Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q4 2024, closing a stake of 176 shares — an estimated $27.7K sold.

Baldwin Wealth Partners first reported a position in QUS in Q2 2023 and held it in 6 quarters. The position peaked at $27.7K in Q3 2024. 163 funds tracked by Wall St. Rank hold QUS as of Q4 2024.

Baldwin Wealth Partners reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 176 State Street SPDR MSCI USA StrategicFactors ETF shares in Q4 2024, an estimated $27.7K.
Baldwin Wealth Partners first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q2 2023 and held it in 6 quarters.
Baldwin Wealth Partners's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $27.7K in Q3 2024.
163 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.