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Spdr Ser Tr msci usa qual shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Spdr Ser Tr msci usa qual (QUS) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Spdr Ser Tr msci usa qual

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr msci usa qual held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr msci usa qual by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $288k 2.2k 132.12
2023-09-30 $254k 2.1k 120.68
2023-06-30 $1.0M 8.3k 122.96
2023-03-31 $592k 5.1k 115.93
2022-12-31 $563k 5.1k 110.31
2022-09-30 $518k 5.1k 101.53

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

Top funds holding Spdr Ser Tr msci usa qual

Colony
Tolleson Wealth Management
SFMG Wealth Advisors
Private Advisor
Sage Mountain Advisors
Garrett Wealth Advisory Group
Bank of America Corporation
Great Point Wealth Advisors
HPM Partners
First Hawaiian Bank
Change Path
Continuum Advisory
Royal Bank of Canada
Strategic Blueprint
Goodman Advisory Group

View all funds holding Spdr Ser Tr msci usa qual