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Fort Point Capital Partners’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Fort Point Capital Partners’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
Q3 		– Sell
-8,172
Closed -$1.33M – 297
2025
Q2 		$1.33M Buy
8,172
+1
+0% +$156 0.1% 123
2025
Q1 		$1.28M Buy
8,171
+100
+1% +$15.9K 0.14% 103
2024
Q4 		$1.25M Buy
8,071
+35
+0.4% +$5.58K 0.14% 108
2024
Q3 		$1.27M Buy
8,036
+130
+2% +$19.8K 0.16% 93
2024
Q2 		$1.17M Buy
7,906
+12
+0.2% +$1.73K 0.15% 106
2024
Q1 		$1.15M Buy
7,894
+250
+3% +$34.6K 0.15% 107
2023
Q4 		$1.01M Sell
7,644
-64
-0.8% -$8.01K 0.14% 103
2023
Q3 		$930K Buy
7,708
+40
+0.5% +$4.96K 0.14% 95
2023
Q2 		$943K Sell
7,668
-31
-0.4% -$3.66K 0.13% 99
2023
Q1 		$893K Buy
7,699
+170
+2% +$19.3K 0.14% 109
2022
Q4 		$830K Sell
7,529
-148
-2% -$16.3K 0.13% 112
2022
Q3 		$780K Buy
7,677
+240
+3% +$26.9K 0.13% 115
2022
Q2 		$803K Buy
7,437
+252
+4% +$29.1K 0.13% 114
2022
Q1 		$895K Buy
7,185
+400
+6% +$49.1K 0.12% 115
2021
Q4 		$886K Buy
6,785
+12
+0.2% +$1.52K 0.12% 114
2021
Q3 		$808K Buy
+6,773
New +$832K 0.12% 98

Other funds holding QUS

Focus Partners Wealth
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.51B AUM 28.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fort Point Capital Partners's QUS Position: Q3 2025 in Review

Fort Point Capital Partners sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q3 2025, closing a stake of 8,172 shares — an estimated $1.33M sold.

Fort Point Capital Partners first reported a position in QUS in Q3 2021 and held it in 16 quarters. The position peaked at $1.33M in Q2 2025. 180 funds tracked by Wall St. Rank hold QUS as of Q3 2025.

  • Fort Point Capital Partners reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q3 2025 after selling out during the quarter.
  • Fort Point Capital Partners sold 8,172 State Street SPDR MSCI USA StrategicFactors ETF shares in Q3 2025, an estimated $1.33M.
  • Fort Point Capital Partners first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q3 2021 and held it in 16 quarters.
  • Fort Point Capital Partners's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $1.33M in Q2 2025.
  • 180 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q3 2025.

Based on Fort Point Capital Partners's 13F filing for Q3 2025, filed 14 Nov 2025.