First Manhattan’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

First Manhattan’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
2023 Q3	–	Sell	-20	Closed	-$2.46K	–	1554
2023 Q2	$2.46K	Sell	20 -11	-35%	-$1.3K	﹤0.01%	1288
2023 Q1	$3.59K	Hold	31	–	–	﹤0.01%	1332
2022 Q4	$3.42K	Hold	31	–	–	﹤0.01%	1483
2022 Q3	$3K	Sell	31 -4	-11%	-$448	﹤0.01%	1392
2022 Q2	$3K	Hold	35	–	–	﹤0.01%	1408
2022 Q1	$4K	Buy	+35	New	+$4.29K	﹤0.01%	1419

Other funds holding QUS

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 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

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

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

Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SMA

Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return

GWAG

Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return

First Manhattan's QUS Position: Q3 2023 in Review

First Manhattan sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q3 2023, closing a stake of 20 shares — an estimated $2.46K sold.

First Manhattan first reported a position in QUS in Q1 2022 and held it in 6 quarters. The position peaked at $4K in Q1 2022. 128 funds tracked by Wall St. Rank hold QUS as of Q3 2023.

First Manhattan reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q3 2023 after selling out during the quarter.
First Manhattan sold 20 State Street SPDR MSCI USA StrategicFactors ETF shares in Q3 2023, an estimated $2.46K.
First Manhattan first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q1 2022 and held it in 6 quarters.
First Manhattan's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $4K in Q1 2022.
128 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q3 2023.

Based on First Manhattan's 13F filing for Q3 2023, filed 14 Nov 2023.