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

Smart Money 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
2023 Q4	–	Sell	-2,109	Closed	-$254K	–	82
2023 Q3	$254K	Hold	2,109	–	–	0.12%	64
2023 Q2	$259K	Buy	2,109 +15	+0.7%	+$1.77K	0.12%	54
2023 Q1	$247K	Hold	2,094	–	–	0.12%	48
2022 Q4	$231K	Buy	2,094 +21	+1%	+$2.31K	0.12%	46
2022 Q3	$211K	Hold	2,073	–	–	0.14%	42
2022 Q2	$224K	Buy	2,073 +5	+0.2%	+$577	0.16%	45
2022 Q1	$258K	Sell	2,068 -7	-0.3%	-$858	0.17%	50
2021 Q4	$271K	Buy	2,075 +14	+0.7%	+$1.77K	0.17%	61
2021 Q3	$246K	Buy	+2,061	New	+$253K	0.18%	58
2021 Q2	–	Sell	-2,088	Closed	-$232K	–	61
2021 Q1	$232K	Sell	2,088 -189	-8%	-$20.3K	0.19%	57
2020 Q4	$238K	Buy	2,277 +23	+1%	+$2.3K	0.2%	51
2020 Q3	$213K	Buy	+2,254	New	+$211K	0.09%	88
2020 Q1	–	Sell	-2,236	Closed	-$212K	–	90
2019 Q4	$212K	Buy	+2,236	New	+$204K	0.12%	82

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

Smart Money Group's QUS Position: Q4 2023 in Review

Smart Money Group sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q4 2023, closing a stake of 2,109 shares — an estimated $254K sold.

Smart Money Group first reported a position in QUS in Q4 2019 and held it in 13 quarters. The position peaked at $271K in Q4 2021. 146 funds tracked by Wall St. Rank hold QUS as of Q4 2023.

Smart Money Group reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q4 2023 after selling out during the quarter.
Smart Money Group sold 2,109 State Street SPDR MSCI USA StrategicFactors ETF shares in Q4 2023, an estimated $254K.
Smart Money Group first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2019 and held it in 13 quarters.
Smart Money Group's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $271K in Q4 2021.
146 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q4 2023.

Based on Smart Money Group's 13F filing for Q4 2023, filed 6 Feb 2024.