Orion Portfolio Solutions’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Orion Portfolio Solutions’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
2024 Q2	–	Sell	-2,301	Closed	-$335K	–	1780
2024 Q1	$335K	Buy	2,301 +26	+1%	+$3.6K	﹤0.01%	1418
2023 Q4	$302K	Sell	2,275 -212	-9%	-$26.5K	﹤0.01%	1402
2023 Q3	$300K	Buy	2,487 +445	+22%	+$55.2K	﹤0.01%	1379
2023 Q2	$251K	Sell	2,042 -850	-29%	-$100K	﹤0.01%	1475
2023 Q1	$335K	Buy	+2,892	New	+$328K	﹤0.01%	1307
2020 Q2	–	Sell	-11	Closed	-$1K	–	2412
2020 Q1	$1K	Buy	+11	New	+$990	﹤0.01%	1787

Other funds holding QUS

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

TWM

Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MYIA

Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return

SMA

Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Orion Portfolio Solutions's QUS Position: Q2 2024 in Review

Orion Portfolio Solutions sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q2 2024, closing a stake of 2,301 shares — an estimated $335K sold.

Orion Portfolio Solutions first reported a position in QUS in Q1 2020 and held it in 6 quarters. The position peaked at $335K in Q1 2023. 155 funds tracked by Wall St. Rank hold QUS as of Q2 2024.

Orion Portfolio Solutions reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q2 2024 after selling out during the quarter.
Orion Portfolio Solutions sold 2,301 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2024, an estimated $335K.
Orion Portfolio Solutions first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q1 2020 and held it in 6 quarters.
Orion Portfolio Solutions's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $335K in Q1 2023.
155 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2024.

Based on Orion Portfolio Solutions's 13F filing for Q2 2024, filed 13 Aug 2024.