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Cerity Partners’s
State Street SPDR MSCI USA StrategicFactors ETF
QUS
Stock Holding History
Cerity 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
2026
Q1
$4.75M
Sell
27,663
-757
-3%
-$134K
0.01%
1041
2025
Q4
$4.95M
Buy
28,420
+881
+3%
+$152K
0.01%
930
2025
Q3
$4.71M
Buy
27,539
+3,856
+16%
+$640K
0.01%
880
2025
Q2
$3.86M
Sell
23,683
-271
-1%
-$42.2K
0.01%
929
2025
Q1
$3.75M
Sell
23,954
-1,556
-6%
-$247K
0.01%
844
2024
Q4
$3.95M
Sell
25,510
-481
-2%
-$76.7K
0.01%
813
2024
Q3
$4.09M
Sell
25,991
-89,254
-77%
-$13.6M
0.01%
787
2024
Q2
$17M
Buy
115,245
+5,899
+5%
+$849K
0.05%
299
2024
Q1
$15.9M
Sell
109,346
-860
-0.8%
-$119K
0.04%
345
2023
Q4
$14.6M
Buy
110,206
+42,745
+63%
+$5.35M
0.05%
303
2023
Q3
$8.14M
Buy
67,461
+2,139
+3%
+$265K
0.04%
332
2023
Q2
$8.03M
Buy
65,322
+1,336
+2%
+$158K
0.03%
387
2023
Q1
$7.42M
Buy
63,986
+702
+1%
+$79.6K
0.02%
414
2022
Q4
$6.98M
Buy
+63,284
New
+$6.96M
0.05%
306
Other funds holding QUS
Focus Partners Wealth
Boston, Massachusetts
$89.9B AUM
20.5%
1-Year Est. Return
SWA
SFMG Wealth Advisors
Plano, Texas
$1.46B AUM
15.85%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
PIA
Perennial Investment Advisors
Los Angeles, California
$1.25B AUM
22.26%
1-Year Est. Return
PAG
Private Advisor Group
Morristown, New Jersey
$21.3B AUM
22.13%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
SMA
Sage Mountain Advisors
Atlanta, Georgia
$1.43B AUM
16.47%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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