IFWM
QUS icon

Institute for Wealth Management’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Institute for Wealth Management’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
Q1 		– Sell
-110
Closed -$10K – 612
2019
Q4 		$10K Buy
+110
New +$10.1K ﹤0.01% 605

Other funds holding QUS

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FI
Financial Insights Tacoma, Washington $380M AUM 22.53% 1-Year Est. Return

Institute for Wealth Management's QUS Position: Q1 2020 in Review

Institute for Wealth Management sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q1 2020, closing a stake of 110 shares — an estimated $10K sold.

Institute for Wealth Management first reported a position in QUS in Q4 2019 and held it in 1 quarter. The position peaked at $10K in Q4 2019. 89 funds tracked by Wall St. Rank hold QUS as of Q1 2020.

  • Institute for Wealth Management reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 110 State Street SPDR MSCI USA StrategicFactors ETF shares in Q1 2020, an estimated $10K.
  • Institute for Wealth Management first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $10K in Q4 2019.
  • 89 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.