Naples Global Advisors’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $826K | Hold |
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|
2025
Q2 | $787K | Sell |
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|
2025
Q1 | $787K | Sell |
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|
2024
Q4 | $834K | Sell |
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|
2024
Q3 | $869K | Buy |
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|
2024
Q2 | $720K | Hold |
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|
2024
Q1 | $711K | Hold |
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|
2023
Q4 | $645K | Hold |
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|
2023
Q3 | $590K | Hold |
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|
2023
Q2 | $601K | Hold |
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|
2023
Q1 | $566K | Sell |
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|
2022
Q4 | $542K | Hold |
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|
2022
Q3 | $499K | Hold |
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|
2022
Q2 | $531K | Sell |
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|
2022
Q1 | $614K | Hold |
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|
2021
Q4 | $643K | Buy |
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