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Great Valley Advisor Group’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Great Valley Advisor 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
2020
Q4 		– Sell
-5,594
Closed -$529K – 480
2020
Q3 		$529K Sell
5,594
-116
-2% -$10.8K 0.06% 243
2020
Q2 		$504K Buy
+5,710
New +$487K 0.08% 235

Other funds holding QUS

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
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 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

Great Valley Advisor Group's QUS Position: Q4 2020 in Review

Great Valley Advisor Group sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q4 2020, closing a stake of 5,594 shares — an estimated $529K sold.

Great Valley Advisor Group first reported a position in QUS in Q2 2020 and held it in 2 quarters. The position peaked at $529K in Q3 2020. 96 funds tracked by Wall St. Rank hold QUS as of Q4 2020.

  • Great Valley Advisor Group reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q4 2020 after selling out during the quarter.
  • Great Valley Advisor Group sold 5,594 State Street SPDR MSCI USA StrategicFactors ETF shares in Q4 2020, an estimated $529K.
  • Great Valley Advisor Group first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q2 2020 and held it in 2 quarters.
  • Great Valley Advisor Group's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $529K in Q3 2020.
  • 96 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q4 2020.

Based on Great Valley Advisor Group's 13F filing for Q4 2020, filed 29 Jan 2021.