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Capital Analysts LLC’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Capital Analysts LLC’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
2023
Q1 		– Sell
-452
Closed -$50K – 1061
2022
Q4 		$50K Buy
+452
New +$49.7K ﹤0.01% 622
2021
Q1 		– Sell
-1,175
Closed -$123K – 1090
2020
Q4 		$123K Buy
+1,175
New +$117K 0.01% 286

Other funds holding QUS

CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return

Capital Analysts LLC's QUS Position: Q1 2023 in Review

Capital Analysts LLC sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q1 2023, closing a stake of 452 shares — an estimated $50K sold.

Capital Analysts LLC first reported a position in QUS in Q4 2020 and held it in 2 quarters. The position peaked at $123K in Q4 2020. 127 funds tracked by Wall St. Rank hold QUS as of Q1 2023.

  • Capital Analysts LLC reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q1 2023 after selling out during the quarter.
  • Capital Analysts LLC sold 452 State Street SPDR MSCI USA StrategicFactors ETF shares in Q1 2023, an estimated $50K.
  • Capital Analysts LLC first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2020 and held it in 2 quarters.
  • Capital Analysts LLC's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $123K in Q4 2020.
  • 127 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q1 2023.

Based on Capital Analysts LLC's 13F filing for Q1 2023, filed 5 May 2023.