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Financial Insights’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Financial Insights’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
2021
Q2 		– Sell
-98,853
Closed -$11M – 231
2021
Q1 		$11M Sell
98,853
-1,840
-2% -$197K 8.11% 2
2020
Q4 		$10.5M Sell
100,693
-5,341
-5% -$534K 8.15% 2
2020
Q3 		$10M Buy
106,034
+67,096
+172% +$6.27M 8.54% 2
2020
Q2 		$9.48K Sell
38,938
-68,908
-64% -$5.88M 8.42% 2
2020
Q1 		$8.24M Buy
107,846
+894
+0.8% +$80.4K 8.68% 2
2019
Q4 		$10.1M Sell
106,952
-856
-0.8% -$78.3K 8.88% 1
2019
Q3 		$9.57M Buy
107,808
+2,170
+2% +$190K 9.17% 1
2019
Q2 		$9.05M Buy
105,638
+1,287
+1% +$109K 9.19% 2
2019
Q1 		$9.02M Buy
104,351
+619
+0.6% +$49K 9.4% 1
2018
Q4 		$8.14M Buy
+103,732
New +$8.15M 9.09% 2

Other funds holding QUS

TWM
Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
AFG
Affinia Financial Group Burlington, Massachusetts $144M AUM 15.67% 1-Year Est. Return

Financial Insights's QUS Position: Q2 2021 in Review

Financial Insights sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q2 2021, closing a stake of 98,853 shares — an estimated $11M sold.

Financial Insights first reported a position in QUS in Q4 2018 and held it in 10 quarters. The position peaked at $11M in Q1 2021. 96 funds tracked by Wall St. Rank hold QUS as of Q2 2021.

  • Financial Insights reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q2 2021 after selling out during the quarter.
  • Financial Insights sold 98,853 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2021, an estimated $11M.
  • Financial Insights first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2018 and held it in 10 quarters.
  • Financial Insights's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $11M in Q1 2021.
  • 96 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2021.

Based on Financial Insights's 13F filing for Q2 2021, filed 12 Aug 2021.