HBW Advisory Services’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

HBW Advisory Services’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
2024 Q4	–	Sell	-5,341	Closed	-$841K	–	403
2024 Q3	$841K	Sell	5,341 -1,650	-24%	-$251K	0.12%	153
2024 Q2	$1.03M	Sell	6,991 -8,589	-55%	-$1.24M	0.17%	136
2024 Q1	$2.06M	Hold	15,580	–	–	0.38%	82
2023 Q4	$2.06M	Buy	15,580 +1,368	+10%	+$171K	0.38%	82
2023 Q3	$1.72M	Buy	14,212 +6,264	+79%	+$777K	0.36%	87
2023 Q2	$977K	Buy	7,948 +5,292	+199%	+$625K	0.21%	116
2023 Q1	$308K	Buy	+2,656	New	+$301K	0.08%	197

Other funds holding QUS

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MYIA

Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PIA

Perennial Investment Advisors Los Angeles, California $1.51B AUM 28.71% 1-Year Est. Return

HBW Advisory Services's QUS Position: Q4 2024 in Review

HBW Advisory Services sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q4 2024, closing a stake of 5,341 shares — an estimated $841K sold.

HBW Advisory Services first reported a position in QUS in Q1 2023 and held it in 7 quarters. The position peaked at $2.06M in Q1 2024. 163 funds tracked by Wall St. Rank hold QUS as of Q4 2024.

HBW Advisory Services reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q4 2024 after selling out during the quarter.
HBW Advisory Services sold 5,341 State Street SPDR MSCI USA StrategicFactors ETF shares in Q4 2024, an estimated $841K.
HBW Advisory Services first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q1 2023 and held it in 7 quarters.
HBW Advisory Services's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $2.06M in Q1 2024.
163 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q4 2024.

Based on HBW Advisory Services's 13F filing for Q4 2024, filed 10 Jan 2025.