CW
QUS icon

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

Connectus Wealth’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
Q1 		$1.9M Sell
13,070
-534
-4% -$73.9K 0.05% 189
2023
Q4 		$1.8M Sell
13,604
-1,061
-7% -$133K 0.04% 281
2023
Q3 		$1.77M Buy
+14,665
New +$1.82M 0.04% 271

Other funds holding QUS

Focus Partners Wealth
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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $4.31B AUM 21.13% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Connectus Wealth's QUS Position: Q1 2024 in Review

Connectus Wealth reduced its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 3.9% in Q1 2024, selling an estimated $73.9K and leaving 13,070 shares worth $1.9M. The position accounts for 0.05% of the portfolio, ranked #189.

Connectus Wealth first reported a position in QUS in Q3 2023 and has held it in 3 quarters since. 158 funds tracked by Wall St. Rank hold QUS as of Q1 2024.

  • Connectus Wealth held 13,070 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $1.9M as of Q1 2024.
  • Connectus Wealth sold 534 State Street SPDR MSCI USA StrategicFactors ETF shares in Q1 2024, an estimated $73.9K.
  • State Street SPDR MSCI USA StrategicFactors ETF made up 0.05% of Connectus Wealth's portfolio in Q1 2024, its #189 holding.
  • Connectus Wealth first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q3 2023 and has held it in 3 quarters since.
  • 158 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.