Householder Group Estate & Retirement Specialist’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Householder Group Estate & Retirement Specialist’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	-6,777	Closed	-$1.07M	–	1036
2024 Q3	$1.07M	Sell	6,777 -1,361	-17%	-$207K	0.31%	72
2024 Q2	$1.2M	Sell	8,138 -1,471	-15%	-$212K	0.34%	64
2024 Q1	$1.4M	Sell	9,609 -1,049	-10%	-$145K	0.42%	45
2023 Q4	$1.41M	Sell	10,658 -833	-7%	-$104K	0.46%	45
2023 Q3	$1.39M	Buy	+11,491	New	+$1.43M	0.5%	42
2023 Q1	$1.57M	Buy	+13,544	New	+$1.54M	0.6%	34
2022 Q4	–	Sell	-16,738	Closed	-$1.7M	–	925
2022 Q3	$1.7M	Sell	16,738 -1,313	-7%	-$147K	0.7%	24
2022 Q2	$1.95M	Sell	18,051 -1,823	-9%	-$210K	0.87%	21
2022 Q1	$2.48M	Sell	19,874 -2,076	-9%	-$255K	1%	21
2021 Q4	$2.87M	Buy	+21,950	New	+$2.77M	1.07%	20

Other funds holding QUS

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

TWM

Tolleson Wealth Management Dallas, Texas $685M AUM 15.32% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 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 $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MYIA

Mount Yale Investment Advisors Denver, Colorado $4.31B AUM 21.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PIA

Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's QUS Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q4 2024, closing a stake of 6,777 shares — an estimated $1.07M sold.

Householder Group Estate & Retirement Specialist first reported a position in QUS in Q4 2021 and held it in 10 quarters. The position peaked at $2.87M in Q4 2021. 163 funds tracked by Wall St. Rank hold QUS as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 6,777 State Street SPDR MSCI USA StrategicFactors ETF shares in Q4 2024, an estimated $1.07M.
Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2021 and held it in 10 quarters.
Householder Group Estate & Retirement Specialist's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $2.87M in Q4 2021.
163 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.