Raleigh Capital Management’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Raleigh Capital Management’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 Q4	–	Sell	-387	Closed	-$46.7K	–	1163
2023 Q3	$46.7K	Hold	387	–	–	0.02%	267
2023 Q2	$47.6K	Buy	387 +164	+74%	+$19.4K	0.02%	248
2023 Q1	$25.9K	Sell	223 -4,384	-95%	-$497K	0.01%	329
2022 Q4	$508K	Sell	4,607 -35	-0.8%	-$3.85K	0.26%	102
2022 Q3	$471K	Sell	4,642 -48	-1%	-$5.38K	0.28%	103
2022 Q2	$507K	Sell	4,690 -16	-0.3%	-$1.85K	0.29%	99
2022 Q1	$586K	Sell	4,706 -30	-0.6%	-$3.68K	0.32%	92
2021 Q4	$619K	Buy	+4,736	New	+$598K	0.63%	48

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

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

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

SMA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GWAG

Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return

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

Raleigh Capital Management's QUS Position: Q4 2023 in Review

Raleigh Capital Management sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q4 2023, closing a stake of 387 shares — an estimated $46.7K sold.

Raleigh Capital Management first reported a position in QUS in Q4 2021 and held it in 8 quarters. The position peaked at $619K in Q4 2021. 146 funds tracked by Wall St. Rank hold QUS as of Q4 2023.

Raleigh Capital Management reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q4 2023 after selling out during the quarter.
Raleigh Capital Management sold 387 State Street SPDR MSCI USA StrategicFactors ETF shares in Q4 2023, an estimated $46.7K.
Raleigh Capital Management first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2021 and held it in 8 quarters.
Raleigh Capital Management's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $619K in Q4 2021.
146 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q4 2023.

Based on Raleigh Capital Management's 13F filing for Q4 2023, filed 21 Feb 2024.