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Coppell Advisory Solutions’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-157
Closed -$24.4K – 1492
2024
Q4 		$24.4K Hold
157
– – ﹤0.01% 797
2024
Q3 		$24.7K Buy
157
+40
+34% +$6.08K ﹤0.01% 776
2024
Q2 		$17.3K Buy
+117
New +$16.8K ﹤0.01% 843

Other funds holding QUS

Focus Partners Wealth
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.51B AUM 28.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Coppell Advisory Solutions's QUS Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q1 2025, closing a stake of 157 shares — an estimated $24.4K sold.

Coppell Advisory Solutions first reported a position in QUS in Q2 2024 and held it in 3 quarters. The position peaked at $24.7K in Q3 2024. 164 funds tracked by Wall St. Rank hold QUS as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 157 State Street SPDR MSCI USA StrategicFactors ETF shares in Q1 2025, an estimated $24.4K.
  • Coppell Advisory Solutions first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $24.7K in Q3 2024.
  • 164 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.