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UMB Bank’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

UMB Bank’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
Q1 		– Sell
-40
Closed -$5.29K – 2180
2023
Q4 		$5.29K Buy
+40
New +$5K ﹤0.01% 1405

Other funds holding QUS

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

UMB Bank's QUS Position: Q1 2024 in Review

UMB Bank sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q1 2024, closing a stake of 40 shares — an estimated $5.29K sold.

UMB Bank first reported a position in QUS in Q4 2023 and held it in 1 quarter. The position peaked at $5.29K in Q4 2023. 158 funds tracked by Wall St. Rank hold QUS as of Q1 2024.

  • UMB Bank reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q1 2024 after selling out during the quarter.
  • UMB Bank sold 40 State Street SPDR MSCI USA StrategicFactors ETF shares in Q1 2024, an estimated $5.29K.
  • UMB Bank first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2023 and held it in 1 quarter.
  • UMB Bank's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $5.29K in Q4 2023.
  • 158 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q1 2024.

Based on UMB Bank's 13F filing for Q1 2024, filed 26 Apr 2024.