SIAP
QUS icon

Sterling Investment Advisors (Pennsylvania)’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q4 		– Sell
-1,350
Closed -$213K – 169
2024
Q3 		$213K Sell
1,350
-660
-33% -$100K 0.05% 145
2024
Q2 		$296K Hold
2,010
– – 0.08% 119
2024
Q1 		$293K Buy
+2,010
New +$278K 0.08% 123

Other funds holding QUS

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $685M AUM 15.32% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $4.31B AUM 21.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s QUS Position: Q4 2024 in Review

Sterling Investment Advisors (Pennsylvania) sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q4 2024, closing a stake of 1,350 shares — an estimated $213K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in QUS in Q1 2024 and held it in 3 quarters. The position peaked at $296K in Q2 2024. 163 funds tracked by Wall St. Rank hold QUS as of Q4 2024.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q4 2024 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 1,350 State Street SPDR MSCI USA StrategicFactors ETF shares in Q4 2024, an estimated $213K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q1 2024 and held it in 3 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s State Street SPDR MSCI USA StrategicFactors ETF position peaked at $296K in Q2 2024.
  • 163 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q4 2024.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q4 2024, filed 4 Feb 2025.