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LexAurum Advisors’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

LexAurum Advisors’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
Q1 		– Sell
-23,020
Closed -$3.01M – 279
2021
Q4 		$3.01M Buy
23,020
+2,445
+12% +$309K 0.98% 20
2021
Q3 		$2.45M Buy
20,575
+1,380
+7% +$170K 0.72% 28
2021
Q2 		$2.29M Sell
19,195
-1,142
-6% -$133K 0.68% 32
2021
Q1 		$2.26M Buy
20,337
+347
+2% +$37.2K 0.77% 29
2020
Q4 		$2.09M Buy
19,990
+1,855
+10% +$185K 0.75% 35
2020
Q3 		$1.72M Buy
18,135
+2,616
+17% +$244K 0.7% 27
2020
Q2 		$1.37M Sell
15,519
-1,225
-7% -$104K 0.75% 24
2020
Q1 		$1.28M Buy
16,744
+4,400
+36% +$396K 0.89% 18
2019
Q4 		$1.17M Buy
12,344
+1,198
+11% +$110K 0.58% 43
2019
Q3 		$989K Buy
11,146
+212
+2% +$18.6K 0.59% 42
2019
Q2 		$942K Sell
10,934
-352
-3% -$29.8K 0.58% 48
2019
Q1 		$938K Buy
11,286
+278
+3% +$22K 0.62% 43
2018
Q4 		$802K Buy
11,008
+3,878
+54% +$305K 0.62% 44
2018
Q3 		$595K Buy
7,130
+3,368
+90% +$275K 0.42% 62
2018
Q2 		$292K Sell
3,762
-16
-0.4% -$1.24K 0.26% 96
2018
Q1 		$289K Buy
3,778
+71
+2% +$5.56K 0.24% 106
2017
Q4 		$295K Buy
+3,707
New +$279K 0.28% 103

Other funds holding QUS

CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $685M AUM 15.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

LexAurum Advisors's QUS Position: Q1 2022 in Review

LexAurum Advisors sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q1 2022, closing a stake of 23,020 shares — an estimated $3.01M sold.

LexAurum Advisors first reported a position in QUS in Q4 2017 and held it in 17 quarters. The position peaked at $3.01M in Q4 2021. 117 funds tracked by Wall St. Rank hold QUS as of Q1 2022.

  • LexAurum Advisors reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q1 2022 after selling out during the quarter.
  • LexAurum Advisors sold 23,020 State Street SPDR MSCI USA StrategicFactors ETF shares in Q1 2022, an estimated $3.01M.
  • LexAurum Advisors first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2017 and held it in 17 quarters.
  • LexAurum Advisors's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $3.01M in Q4 2021.
  • 117 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q1 2022.

Based on LexAurum Advisors's 13F filing for Q1 2022, filed 4 May 2022.