LFF
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Level Four Financial’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Level Four Financial’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
2021
Q1 		– Sell
-29,965
Closed -$3.13M – 337
2020
Q4 		$3.13M Buy
+29,965
New +$2.99M 1.35% 10

Other funds holding QUS

TWM
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
AFG
Affinia Financial Group Burlington, Massachusetts $144M AUM 15.67% 1-Year Est. Return

Level Four Financial's QUS Position: Q1 2021 in Review

Level Four Financial sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q1 2021, closing a stake of 29,965 shares — an estimated $3.13M sold.

Level Four Financial first reported a position in QUS in Q4 2020 and held it in 1 quarter. The position peaked at $3.13M in Q4 2020. 100 funds tracked by Wall St. Rank hold QUS as of Q1 2021.

  • Level Four Financial reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q1 2021 after selling out during the quarter.
  • Level Four Financial sold 29,965 State Street SPDR MSCI USA StrategicFactors ETF shares in Q1 2021, an estimated $3.13M.
  • Level Four Financial first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2020 and held it in 1 quarter.
  • Level Four Financial's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $3.13M in Q4 2020.
  • 100 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q1 2021.

Based on Level Four Financial's 13F filing for Q1 2021, filed 10 May 2021.