Warren Street Wealth Advisors’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Warren Street Wealth 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
2024 Q4	–	Sell	-1,279	Closed	-$202K	–	114
2024 Q3	$202K	Buy	+1,279	New	+$194K	0.08%	105
2022 Q2	–	Sell	-1,632	Closed	-$203K	–	59
2022 Q1	$203K	Sell	1,632 -7,737	-83%	-$949K	0.18%	54
2021 Q4	$1.22M	Buy	+9,369	New	+$1.18M	1.13%	17

Other funds holding QUS

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PIA

Perennial Investment Advisors Los Angeles, California $1.51B AUM 28.71% 1-Year Est. Return

Warren Street Wealth Advisors's QUS Position: Q4 2024 in Review

Warren Street Wealth Advisors sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q4 2024, closing a stake of 1,279 shares — an estimated $202K sold.

Warren Street Wealth Advisors first reported a position in QUS in Q4 2021 and held it in 3 quarters. The position peaked at $1.22M in Q4 2021. 163 funds tracked by Wall St. Rank hold QUS as of Q4 2024.

Warren Street Wealth Advisors reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q4 2024 after selling out during the quarter.
Warren Street Wealth Advisors sold 1,279 State Street SPDR MSCI USA StrategicFactors ETF shares in Q4 2024, an estimated $202K.
Warren Street Wealth Advisors first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2021 and held it in 3 quarters.
Warren Street Wealth Advisors's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $1.22M in Q4 2021.
163 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q4 2024.

Based on Warren Street Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.