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Heritage Financial Services’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Heritage Financial 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
2022
Q3 		– Sell
-97
Closed -$10K – 370
2022
Q2 		$10K Buy
+97
New +$11.2K 0.01% 303

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TWM
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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
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
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return

Heritage Financial Services's QUS Position: Q3 2022 in Review

Heritage Financial Services sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q3 2022, closing a stake of 97 shares — an estimated $10K sold.

Heritage Financial Services first reported a position in QUS in Q2 2022 and held it in 1 quarter. The position peaked at $10K in Q2 2022. 107 funds tracked by Wall St. Rank hold QUS as of Q3 2022.

  • Heritage Financial Services reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 97 State Street SPDR MSCI USA StrategicFactors ETF shares in Q3 2022, an estimated $10K.
  • Heritage Financial Services first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $10K in Q2 2022.
  • 107 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.