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World Investment Advisors’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

World Investment 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
2025
Q1 		– Sell
-1,666
Closed -$258K – 1099
2024
Q4 		$258K Buy
+1,666
New +$266K 0.01% 876

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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
PIA
Perennial Investment Advisors Los Angeles, California $1.51B AUM 28.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

World Investment Advisors's QUS Position: Q1 2025 in Review

World Investment Advisors sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q1 2025, closing a stake of 1,666 shares — an estimated $258K sold.

World Investment Advisors first reported a position in QUS in Q4 2024 and held it in 1 quarter. The position peaked at $258K in Q4 2024. 164 funds tracked by Wall St. Rank hold QUS as of Q1 2025.

  • World Investment Advisors reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q1 2025 after selling out during the quarter.
  • World Investment Advisors sold 1,666 State Street SPDR MSCI USA StrategicFactors ETF shares in Q1 2025, an estimated $258K.
  • World Investment Advisors first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2024 and held it in 1 quarter.
  • World Investment Advisors's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $258K in Q4 2024.
  • 164 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q1 2025.

Based on World Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.