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Summit X LLC’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Summit X LLC’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
2025
Q3 		– Sell
-1,300
Closed -$212K – 186
2025
Q2 		$212K Hold
1,300
– – 0.04% 240
2025
Q1 		$204K Hold
1,300
– – 0.04% 225
2024
Q4 		$201K Buy
+1,300
New +$207K 0.04% 213

Other funds holding QUS

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Tolleson Wealth Management
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return
SFMG Wealth Advisors
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Perennial Investment Advisors
Perennial Investment Advisors Los Angeles, California $1.51B AUM 28.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Summit X LLC's QUS Position: Q3 2025 in Review

Summit X LLC sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q3 2025, closing a stake of 1,300 shares — an estimated $212K sold.

Summit X LLC first reported a position in QUS in Q4 2024 and held it in 3 quarters. The position peaked at $212K in Q2 2025. 180 funds tracked by Wall St. Rank hold QUS as of Q3 2025.

  • Summit X LLC reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 1,300 State Street SPDR MSCI USA StrategicFactors ETF shares in Q3 2025, an estimated $212K.
  • Summit X LLC first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2024 and held it in 3 quarters.
  • Summit X LLC's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $212K in Q2 2025.
  • 180 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.