Snowden Capital Advisors’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Snowden Capital Advisors’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
2022 Q1	–	Sell	-1,120	Closed	-$146K	–	1830
2021 Q4	$146K	Buy	+1,120	New	+$142K	0.01%	737
2020 Q3	–	Sell	-95,703	Closed	-$8.45M	–	599
2020 Q2	$8.45M	Sell	95,703 -952	-1%	-$81.2K	0.72%	18
2020 Q1	$7.38M	Buy	96,655 +106	+0.1%	+$9.54K	0.8%	19
2019 Q4	$9.14M	Buy	96,549 +10,612	+12%	+$970K	0.81%	16
2019 Q3	$7.63M	Buy	85,937 +7,194	+9%	+$630K	0.77%	20
2019 Q2	$6.78M	Buy	78,743 +8,613	+12%	+$729K	0.7%	24
2019 Q1	$5.83M	Buy	+70,130	New	+$5.56M	0.64%	29

Other funds holding QUS

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

TWM

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

LPL Financial San Diego, California $445B AUM 25.58% 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 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 1-Year Est. Return

Snowden Capital Advisors's QUS Position: Q1 2022 in Review

Snowden Capital Advisors sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q1 2022, closing a stake of 1,120 shares — an estimated $146K sold.

Snowden Capital Advisors first reported a position in QUS in Q1 2019 and held it in 7 quarters. The position peaked at $9.14M in Q4 2019. 116 funds tracked by Wall St. Rank hold QUS as of Q1 2022.

Snowden Capital Advisors reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q1 2022 after selling out during the quarter.
Snowden Capital Advisors sold 1,120 State Street SPDR MSCI USA StrategicFactors ETF shares in Q1 2022, an estimated $146K.
Snowden Capital Advisors first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q1 2019 and held it in 7 quarters.
Snowden Capital Advisors's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $9.14M in Q4 2019.
116 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q1 2022.

Based on Snowden Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.