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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
2024-09-30 $250k 1.6k 157.55
2024-06-30 $239k 1.6k 147.45
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

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Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Tcw Etf Trust Transfrm 500 Etf (VOTE)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Esg Eafe Etf (DMXF)

View all positions for Values Added Financial

Top funds holding Spdr Ser Tr msci usa qual

Colony
Tolleson Wealth Management
SFMG Wealth Advisors
Envestnet Asset Management
Private Advisor
LPL Financial
Morgan Stanley
Sage Mountain Advisors
Bank of America Corporation
Perennial Investment Advisors
Garrett Wealth Advisory Group
Raymond James & Associates
Wealth Enhancement Advisory Services
Royal Bank of Canada
Great Point Wealth Advisors

View all funds holding Spdr Ser Tr msci usa qual