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

Ford Financial Group’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
Q1 		– Sell
-11,870
Closed -$1.31M – 79
2022
Q4 		$1.31M Sell
11,870
-4
-0% -$440 0.52% 41
2022
Q3 		$1.21M Buy
+11,874
New +$1.33M 0.5% 42

Other funds holding QUS

CG
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
Ameriprise
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

Ford Financial Group's QUS Position: Q1 2023 in Review

Ford Financial Group sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q1 2023, closing a stake of 11,870 shares — an estimated $1.31M sold.

Ford Financial Group first reported a position in QUS in Q3 2022 and held it in 2 quarters. The position peaked at $1.31M in Q4 2022. 127 funds tracked by Wall St. Rank hold QUS as of Q1 2023.

  • Ford Financial Group reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q1 2023 after selling out during the quarter.
  • Ford Financial Group sold 11,870 State Street SPDR MSCI USA StrategicFactors ETF shares in Q1 2023, an estimated $1.31M.
  • Ford Financial Group first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q3 2022 and held it in 2 quarters.
  • Ford Financial Group's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $1.31M in Q4 2022.
  • 127 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.