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Spdr Ser Tr msci usa qual shares owned by Values Added Financial

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

Historical chart of Values Added 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 Values Added 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 Values Added Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $238k 1.6k 145.63
2023-12-31 $216k 1.6k 132.12
2023-06-30 $201k 1.6k 122.96

More positions owned by Values Added Financial

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Tcw Transform Etf Trust Transfrm 500 Etf (VOTE)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Values Added 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