Tolleson Wealth Management’s SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $92.7M | Sell |
|
|||||
|
2025
Q1 | $91.6M | Sell |
|
|||||
|
2024
Q4 | $94.2M | Sell |
|
|||||
|
2024
Q3 | $107M | Sell |
|
|||||
|
2024
Q2 | $107M | Sell |
|
|||||
|
2024
Q1 | $111M | Sell |
|
|||||
|
2023
Q4 | $104M | Sell |
|
|||||
|
2023
Q3 | $100M | Sell |
|
|||||
|
2023
Q2 | $104M | Sell |
|
|||||
|
2023
Q1 | $99M | Sell |
|
|||||
|
2022
Q4 | $114M | Sell |
|
|||||
|
2022
Q3 | $109M | Buy |
|
|||||
|
2022
Q2 | $115M | Buy |
|
|||||
|
2022
Q1 | $128M | Buy |
|
|||||
|
2021
Q4 | $134M | Sell |
|
|||||
|
2021
Q3 | $126M | Sell |
|
|||||
|
2021
Q2 | $129M | Buy |
|
|||||
|
2021
Q1 | $113M | Buy |
|
|||||
|
2020
Q4 | $105M | Buy |
|
|||||
|
2020
Q3 | $81.4M | Buy |
|
|||||
|
2020
Q2 | $74.4M | Sell |
|
|||||
|
2020
Q1 | $70.8M | Buy |
|