Criterion Capital Advisors’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Criterion Capital Advisors’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 Q4	$646K	Hold	4,378	–	–	0.41%	50
2024 Q3	$646K	Hold	4,378	–	–	0.41%	50
2024 Q2	$646K	Sell	4,378 -190	-4%	-$27.4K	0.41%	50
2024 Q1	$665K	Buy	4,568 +100	+2%	+$13.8K	0.44%	48
2023 Q4	$590K	Buy	+4,468	New	+$559K	0.43%	49

Other funds holding QUS

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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PIA

Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return

Criterion Capital Advisors's QUS Position: Q4 2024 in Review

Criterion Capital Advisors held its State Street SPDR MSCI USA StrategicFactors ETF (QUS) position steady in Q4 2024 at 4,378 shares worth $646K. The position accounts for 0.41% of the portfolio, ranked #50.

Criterion Capital Advisors first reported a position in QUS in Q4 2023 and has held it in 5 quarters since. The position peaked at $665K in Q1 2024. 163 funds tracked by Wall St. Rank hold QUS as of Q4 2024.

Criterion Capital Advisors held 4,378 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $646K as of Q4 2024.
Criterion Capital Advisors left its State Street SPDR MSCI USA StrategicFactors ETF share count unchanged in Q4 2024.
State Street SPDR MSCI USA StrategicFactors ETF made up 0.41% of Criterion Capital Advisors's portfolio in Q4 2024, its #50 holding.
Criterion Capital Advisors first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2023 and has held it in 5 quarters since.
Criterion Capital Advisors's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $665K in Q1 2024.
163 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.