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

Drive Wealth Management’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	–	Sell	-3,585	Closed	-$565K	–	375
2024 Q3	$565K	Hold	3,585	–	–	0.15%	116
2024 Q2	$529K	Hold	3,585	–	–	0.14%	124
2024 Q1	$522K	Hold	3,585	–	–	0.15%	124
2023 Q4	$474K	Hold	3,585	–	–	0.15%	123
2023 Q3	$433K	Hold	3,585	–	–	0.16%	124
2023 Q2	$441K	Hold	3,585	–	–	0.16%	125
2023 Q1	$416K	Hold	3,585	–	–	0.17%	140
2022 Q4	$395K	Hold	3,585	–	–	0.2%	119
2022 Q3	$364K	Hold	3,585	–	–	0.35%	84
2022 Q2	$387K	Hold	3,585	–	–	0.35%	82
2022 Q1	$447K	Hold	3,585	–	–	0.38%	75
2021 Q4	$468K	Buy	+3,585	New	+$453K	0.41%	65

Other funds holding QUS

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PIA

Perennial Investment Advisors Los Angeles, California $1.51B AUM 28.71% 1-Year Est. Return

Drive Wealth Management's QUS Position: Q4 2024 in Review

Drive Wealth Management sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q4 2024, closing a stake of 3,585 shares — an estimated $565K sold.

Drive Wealth Management first reported a position in QUS in Q4 2021 and held it in 12 quarters. The position peaked at $565K in Q3 2024. 163 funds tracked by Wall St. Rank hold QUS as of Q4 2024.

Drive Wealth Management reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q4 2024 after selling out during the quarter.
Drive Wealth Management sold 3,585 State Street SPDR MSCI USA StrategicFactors ETF shares in Q4 2024, an estimated $565K.
Drive Wealth Management first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2021 and held it in 12 quarters.
Drive Wealth Management's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $565K in Q3 2024.
163 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q4 2024.

Based on Drive Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.