Smith Anglin Financial’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Smith Anglin Financial’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	-1,412	Closed	-$206K	–	210
2024 Q1	$206K	Buy	+1,412	New	+$195K	0.02%	186

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

Smith Anglin Financial's QUS Position: Q2 2024 in Review

Smith Anglin Financial sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q2 2024, closing a stake of 1,412 shares — an estimated $206K sold.

Smith Anglin Financial first reported a position in QUS in Q1 2024 and held it in 1 quarter. The position peaked at $206K in Q1 2024. 155 funds tracked by Wall St. Rank hold QUS as of Q2 2024.

Smith Anglin Financial reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q2 2024 after selling out during the quarter.
Smith Anglin Financial sold 1,412 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2024, an estimated $206K.
Smith Anglin Financial first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q1 2024 and held it in 1 quarter.
Smith Anglin Financial's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $206K in Q1 2024.
155 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2024.

Based on Smith Anglin Financial's 13F filing for Q2 2024, filed 11 Jul 2024.