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

EverSource Wealth 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
2025 Q1	–	Sell	-1,258	Closed	-$195K	–	4155
2024 Q4	$195K	Buy	+1,258	New	+$201K	0.01%	665
2023 Q1	–	Sell	-71	Closed	-$7.83K	–	2502
2022 Q4	$7.83K	Hold	71	–	–	﹤0.01%	1421
2022 Q3	$7K	Hold	71	–	–	﹤0.01%	1255
2022 Q2	$8K	Hold	71	–	–	﹤0.01%	1124
2022 Q1	$9K	Hold	71	–	–	﹤0.01%	1033
2021 Q4	$9K	Buy	+71	New	+$8.97K	﹤0.01%	1013

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

PAG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

PIA

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

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

EverSource Wealth Advisors's QUS Position: Q1 2025 in Review

EverSource Wealth Advisors sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q1 2025, closing a stake of 1,258 shares — an estimated $195K sold.

EverSource Wealth Advisors first reported a position in QUS in Q4 2021 and held it in 6 quarters. The position peaked at $195K in Q4 2024. 164 funds tracked by Wall St. Rank hold QUS as of Q1 2025.

EverSource Wealth Advisors reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q1 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 1,258 State Street SPDR MSCI USA StrategicFactors ETF shares in Q1 2025, an estimated $195K.
EverSource Wealth Advisors first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2021 and held it in 6 quarters.
EverSource Wealth Advisors's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $195K in Q4 2024.
164 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q1 2025.

Based on EverSource Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.