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

Mutual 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
2021
Q1 		– Sell
-5,217
Closed -$545K – 817
2020
Q4 		$545K Buy
5,217
+1,092
+26% +$109K 0.04% 445
2020
Q3 		$390K Sell
4,125
-37
-0.9% -$3.46K 0.03% 479
2020
Q2 		$368K Buy
4,162
+1,358
+48% +$116K 0.04% 458
2020
Q1 		$214K Buy
2,804
+336
+14% +$30.2K 0.03% 485
2019
Q4 		$234K Buy
+2,468
New +$226K 0.02% 529
2019
Q3 		– Sell
-15,519
Closed -$1.34M – 589
2019
Q2 		$1.34M Buy
15,519
+420
+3% +$35.6K 0.17% 144
2019
Q1 		$1.25M Buy
15,099
+1,000
+7% +$79.2K 0.19% 133
2018
Q4 		$1.03M Sell
14,099
-283
-2% -$22.2K 0.2% 125
2018
Q3 		$1.2M Buy
14,382
+10,653
+286% +$870K 0.18% 140
2018
Q2 		$290K Buy
3,729
+942
+34% +$72.8K 0.07% 333
2018
Q1 		$213K Buy
+2,787
New +$218K 0.05% 366

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

Mutual Advisors's QUS Position: Q1 2021 in Review

Mutual Advisors sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q1 2021, closing a stake of 5,217 shares — an estimated $545K sold.

Mutual Advisors first reported a position in QUS in Q1 2018 and held it in 11 quarters. The position peaked at $1.34M in Q2 2019. 100 funds tracked by Wall St. Rank hold QUS as of Q1 2021.

  • Mutual Advisors reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q1 2021 after selling out during the quarter.
  • Mutual Advisors sold 5,217 State Street SPDR MSCI USA StrategicFactors ETF shares in Q1 2021, an estimated $545K.
  • Mutual Advisors first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q1 2018 and held it in 11 quarters.
  • Mutual Advisors's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $1.34M in Q2 2019.
  • 100 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q1 2021.

Based on Mutual Advisors's 13F filing for Q1 2021, filed 13 May 2021.