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New England Investment & Retirement Group’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

New England Investment & Retirement Group’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
Q3 		$1.62M Buy
13,594
+499
+4% +$61.3K 0.37% 50
2021
Q2 		$1.56M Sell
13,095
-1,357
-9% -$158K 0.34% 53
2021
Q1 		$1.6M Sell
14,452
-1,869
-11% -$200K 0.39% 51
2020
Q4 		$1.71M Buy
16,321
+176
+1% +$17.6K 0.4% 51
2020
Q3 		$1.53M Buy
16,145
+835
+5% +$78K 0.38% 44
2020
Q2 		$1.35M Buy
+15,310
New +$1.31M 0.34% 47

Other funds holding QUS

TWM
Tolleson Wealth Management Dallas, Texas $685M AUM 15.32% 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 $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 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
AFG
Affinia Financial Group Burlington, Massachusetts $144M AUM 15.67% 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

New England Investment & Retirement Group's QUS Position: Q3 2021 in Review

New England Investment & Retirement Group increased its State Street SPDR MSCI USA StrategicFactors ETF (QUS) stake by 3.8% in Q3 2021, buying an estimated $61.3K and bringing the position to 13,594 shares worth $1.62M. The position accounts for 0.37% of the portfolio, ranked #50.

New England Investment & Retirement Group first reported a position in QUS in Q2 2020 and has held it in 6 quarters since. The position peaked at $1.71M in Q4 2020. 103 funds tracked by Wall St. Rank hold QUS as of Q3 2021.

  • New England Investment & Retirement Group held 13,594 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $1.62M as of Q3 2021.
  • New England Investment & Retirement Group bought 499 State Street SPDR MSCI USA StrategicFactors ETF shares in Q3 2021, an estimated $61.3K.
  • State Street SPDR MSCI USA StrategicFactors ETF made up 0.37% of New England Investment & Retirement Group's portfolio in Q3 2021, its #50 holding.
  • New England Investment & Retirement Group first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q2 2020 and has held it in 6 quarters since.
  • New England Investment & Retirement Group's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $1.71M in Q4 2020.
  • 103 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q3 2021.

Based on New England Investment & Retirement Group's 13F filing for Q3 2021, filed 28 Oct 2021.