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

Stonebridge 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
2021
Q3 		– Sell
-4
Closed – – 997
2021
Q2 		$0 Sell
4
-7
-64% -$816 ﹤0.01% 995
2021
Q1 		$1K Buy
+11
New +$1.18K ﹤0.01% 929

Other funds holding QUS

TWM
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 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
AFG
Affinia Financial Group Burlington, Massachusetts $144M AUM 15.67% 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

Stonebridge Capital Advisors's QUS Position: Q3 2021 in Review

Stonebridge Capital Advisors sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q3 2021, closing a stake of 4 shares.

Stonebridge Capital Advisors first reported a position in QUS in Q1 2021 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 103 funds tracked by Wall St. Rank hold QUS as of Q3 2021.

  • Stonebridge Capital Advisors reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q3 2021 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 4 State Street SPDR MSCI USA StrategicFactors ETF shares in Q3 2021.
  • Stonebridge Capital Advisors first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q1 2021 and held it in 2 quarters.
  • Stonebridge Capital Advisors's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $1K in Q1 2021.
  • 103 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q3 2021.

Based on Stonebridge Capital Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.