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Blue Trust Inc’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Blue Trust Inc’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 		– Sell
-272
Closed -$39.6K – 2978
2024
Q2 		$39.6K Hold
272
– – ﹤0.01% 1353
2024
Q1 		$39.6K Buy
+272
New +$37.7K ﹤0.01% 989

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SWA
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Envestnet Asset Management
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
Bank of America
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

Blue Trust Inc's QUS Position: Q3 2024 in Review

Blue Trust Inc sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q3 2024, closing a stake of 272 shares — an estimated $39.6K sold.

Blue Trust Inc first reported a position in QUS in Q1 2024 and held it in 2 quarters. The position peaked at $39.6K in Q2 2024. 153 funds tracked by Wall St. Rank hold QUS as of Q3 2024.

  • Blue Trust Inc reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q3 2024 after selling out during the quarter.
  • Blue Trust Inc sold 272 State Street SPDR MSCI USA StrategicFactors ETF shares in Q3 2024, an estimated $39.6K.
  • Blue Trust Inc first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q1 2024 and held it in 2 quarters.
  • Blue Trust Inc's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $39.6K in Q2 2024.
  • 153 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q3 2024.

Based on Blue Trust Inc's 13F filing for Q3 2024, filed 17 Oct 2024.