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

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

SFMG Wealth Advisors Plano, Texas $1.46B AUM 15.85% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Eagle Strategies New York $837M AUM 21.63% 1-Year Est. Return

Envestnet Asset Management

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

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

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return