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Spdr Ser Tr msci usa qual shares owned by Theory Financial

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

Historical chart of Theory Financial 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 Theory Financial 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 Theory Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.9M 30k 132.12
2023-09-30 $3.5M 29k 120.68

More positions owned by Theory Financial

Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Ishares Tr Ishares Semicdtr (SOXX)
Invesco Exchange Traded Fd T S&p Sml600 Val (RZV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard World Fds Inf Tech Etf (VGT)
Vanguard World Fds Financials Etf (VFH)
First Tr Exchange-traded Rba Indl Etf (AIRR)
Wisdomtree Tr Us Midcap Fund (EZM)
Vanguard Index Fds Value Etf (VTV)

View all positions for Theory Financial

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