Spire Wealth Management’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Spire Wealth 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 Q2	–	Sell	-28	Closed	-$3.25K	–	2508
2023 Q1	$3.25K	Buy	+28	New	+$3.17K	﹤0.01%	2142
2022 Q3	–	Sell	-180	Closed	-$19K	–	2516
2022 Q2	$19K	Sell	180 -103	-36%	-$11.9K	﹤0.01%	1698
2022 Q1	$35K	Hold	283	–	–	﹤0.01%	1593
2021 Q4	$37K	Hold	283	–	–	﹤0.01%	1863
2021 Q3	$34K	Hold	283	–	–	﹤0.01%	1640
2021 Q2	$34K	Hold	283	–	–	﹤0.01%	1648
2021 Q1	$31K	Buy	+283	New	+$30.3K	﹤0.01%	1959

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

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

Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Spire Wealth Management's QUS Position: Q2 2023 in Review

Spire Wealth Management sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q2 2023, closing a stake of 28 shares — an estimated $3.25K sold.

Spire Wealth Management first reported a position in QUS in Q1 2021 and held it in 7 quarters. The position peaked at $37K in Q4 2021. 127 funds tracked by Wall St. Rank hold QUS as of Q2 2023.

Spire Wealth Management reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q2 2023 after selling out during the quarter.
Spire Wealth Management sold 28 State Street SPDR MSCI USA StrategicFactors ETF shares in Q2 2023, an estimated $3.25K.
Spire Wealth Management first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q1 2021 and held it in 7 quarters.
Spire Wealth Management's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $37K in Q4 2021.
127 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.