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Money Concepts Capital’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-2,073
Closed -$229K – 2330
2022
Q4 		$229K Buy
+2,073
New +$228K 0.01% 631
2022
Q2 		– Sell
-770
Closed -$96K – 2367
2022
Q1 		$96K Buy
+770
New +$94.4K 0.01% 1009
2021
Q1 		$380K Buy
3,424
+2,972
+658% +$319K 0.03% 363
2020
Q4 		$47K Buy
+452
New +$45.2K ﹤0.01% 522

Other funds holding QUS

CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 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
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return

Money Concepts Capital's QUS Position: Q1 2023 in Review

Money Concepts Capital sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q1 2023, closing a stake of 2,073 shares — an estimated $229K sold.

Money Concepts Capital first reported a position in QUS in Q4 2020 and held it in 4 quarters. The position peaked at $380K in Q1 2021. 127 funds tracked by Wall St. Rank hold QUS as of Q1 2023.

  • Money Concepts Capital reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 2,073 State Street SPDR MSCI USA StrategicFactors ETF shares in Q1 2023, an estimated $229K.
  • Money Concepts Capital first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2020 and held it in 4 quarters.
  • Money Concepts Capital's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $380K in Q1 2021.
  • 127 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.