Retirement Group’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

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
2024 Q1	$15.6K	Hold	107	–	–	0.01%	398
2023 Q4	$14.1K	Sell	107 -23	-18%	-$2.88K	0.01%	401
2023 Q3	$15.7K	Hold	130	–	–	0.01%	352
2023 Q2	$15.9K	Sell	130 -30	-19%	-$3.54K	0.01%	358
2023 Q1	$18K	Sell	160 -17	-10%	-$1.93K	0.01%	319
2022 Q4	$19K	Sell	177 -19	-10%	-$2.09K	0.01%	284
2022 Q3	$20K	Hold	196	–	–	0.02%	181
2022 Q2	$21K	Hold	196	–	–	0.01%	314
2022 Q1	$24K	Hold	196	–	–	0.01%	313
2021 Q4	$26K	Sell	196 -99	-34%	-$12.5K	0.01%	297
2021 Q3	$35K	Hold	295	–	–	0.02%	257
2021 Q2	$35K	Sell	295 -20	-6%	-$2.33K	0.02%	266
2021 Q1	$35K	Buy	315 +1	+0.3%	+$107	0.02%	317
2020 Q4	$32K	Hold	314	–	–	0.01%	309
2020 Q3	$30K	Sell	314 -300	-49%	-$28K	0.02%	289
2020 Q2	$54K	Buy	+614	New	+$52.4K	0.03%	225
2019 Q4	$52K	Buy	+548	New	+$50.1K	0.03%	228

Other funds holding QUS

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

TWM

Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MYIA

Mount Yale Investment Advisors Denver, Colorado $4.31B AUM 21.13% 1-Year Est. Return

SMA

Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Retirement Group's QUS Position: Q1 2024 in Review

Retirement Group held its State Street SPDR MSCI USA StrategicFactors ETF (QUS) position steady in Q1 2024 at 107 shares worth $15.6K. The position accounts for 0.01% of the portfolio, ranked #398.

Retirement Group first reported a position in QUS in Q4 2019 and has held it in 17 quarters since. The position peaked at $54K in Q2 2020. 158 funds tracked by Wall St. Rank hold QUS as of Q1 2024.

Retirement Group held 107 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $15.6K as of Q1 2024.
Retirement Group left its State Street SPDR MSCI USA StrategicFactors ETF share count unchanged in Q1 2024.
State Street SPDR MSCI USA StrategicFactors ETF made up 0.01% of Retirement Group's portfolio in Q1 2024, its #398 holding.
Retirement Group first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2019 and has held it in 17 quarters since.
Retirement Group's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $54K in Q2 2020.
158 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.