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QUS

State Street SPDR MSCI USA StrategicFactors ETF
1W: -1.2% 1M: -5.1% 3M: -2.6% YTD: -2.1% 1Y: +9.4% 3Y: +58.4% 5Y: +68.9%
$170.58
-1.82 (-1.06%)
After Hours: $185.00 (+14.42, +8.45%)
ETF AMEX · AUM $1.6B
ETF-Level Metrics
AUM$1.6B
Holdings534
Top 10 Wt20.5%
Beta0.79
% Profitable88%
Coverage100%
Portfolio Valuation
P/E28.9
P/B8.2
P/S5.4
EV/EBITDA19.6
P/FCF34.7
PEG1.67
Profitability & Returns
Gross Margin45.1%
Net Margin18.6%
ROE30.5%
ROA9.4%
ROIC24.6%
Div Yield1.54%
Leverage & Liquidity
Debt/Equity0.65
Debt/Assets0.20
Net Debt/EBITDA0.2x
Interest Cov8.9x
Current Ratio1.04
Quick Ratio0.96
Growth (YoY)
Revenue+12.2%
Net Income+22.1%
EPS+23.4%
FCF+31.2%
EBITDA+20.5%
Rev CAGR 3Y+9.8%
Quality Scores
Piotroski F6.9
Altman Z7.69
IS Quality75.0
IS Overall62.3
IS Value48.2
Median P/E24.2

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 101 24.6% -9.3
Financial Services 76 14.5% 9.7
Healthcare 58 14.0% 25.9
Communication Services 25 9.8% 53.1
Consumer Defensive 30 9.3% 22.3
Industrials 84 9.2% 25.7
Consumer Cyclical 54 5.6% 79.3
Energy 23 5.0% 24.5
Utilities 31 3.9% 21.5
Basic Materials 21 2.3% 4.8
Real Estate 30 1.4% 124.2
Other 5 0.3%

Smart Money Overlap

79 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
JNJ Johnson & Johnson 1.99% 4 Bullish 12 2 -1.2%
V Visa Inc. 1.83% 4 Bullish 7 12 -3.5%
WMT Walmart Inc. 1.62% 4 Bullish 21 3 +1.5%
MA Mastercard Incorporated 1.49% 4 Bullish 13 3 -3.2%
MRK Merck & Co., Inc. 1.31% 4 Bullish 11 2 +0.5%
CSCO Cisco Systems, Inc. 1.28% 4 Bullish 5 6 +4.1%
NFLX Netflix, Inc. 1.05% 4 Bullish 71 13 -3.9%
UNH UnitedHealth Group Incorporated 0.95% 4 Bullish 7 8 -5.2%
JPM JPMorgan Chase & Co. 0.86% 4 Bullish 14 9 -4.8%
LIN Linde plc 0.78% 4 Bullish 10 3 +2.8%
T AT&T Inc. 0.70% 4 Bullish 29 5 +3.2%
CB Chubb Limited 0.64% 4 Bullish 4 2 -5.1%
CME CME Group Inc. 0.60% 4 Bullish 11 1 -4.4%
MCD McDonald's Corporation 0.51% 4 Bullish 11 1 -5.2%
TMUS T-Mobile US, Inc. 0.49% 4 Bullish 3 1 -1.3%
IBM International Business Machines Corporation 0.49% 4 Bullish 10 8 -0.1%
C Citigroup Inc. 0.45% 4 Bullish 36 9 -4.2%
TRV The Travelers Companies, Inc. 0.43% 4 Bullish 23 1 -4.5%
CRM Salesforce, Inc. 0.40% 4 Bullish 10 5 -5.0%
KR The Kroger Co. 0.38% 4 Bullish 12 2 -4.2%
Showing 50 of 538 holdings · Page 1 of 11
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 APPLE INC AAPL 2.79% $41.7M 167,421 31.7 $3.7T Technology
2 MICROSOFT CORP MSFT 2.63% $39.3M 100,839 22.8 $2.7T Technology
3 NVIDIA CORP NVDA 2.43% $36.3M 202,775 34.7 $4.2T Technology
4 META PLATFORMS INC CLASS A META 2.25% $33.6M 55,381 22.8 $1.4T Communication Services
5 JOHNSON + JOHNSON JNJ 1.99% $29.7M 124,705 21.7 $576.5B Healthcare
6 ELI LILLY + CO LLY 1.84% $27.4M 29,864 39.0 $847.1B Healthcare
7 VISA INC CLASS A SHARES V 1.83% $27.3M 91,069 28.1 $589.1B Financial Services
8 WALMART INC WMT 1.62% $24.2M 199,580 44.5 $974.1B Consumer Defensive
9 EXXON MOBIL CORP XOM 1.58% $23.6M 149,202 24.8 $689.1B Energy
10 ALPHABET INC CL A GOOGL 1.57% $23.4M 76,195 25.7 $3.4T Communication Services
11 MASTERCARD INC A MA 1.49% $22.3M 45,331 30.0 $446.9B Financial Services
12 ALPHABET INC CL C GOOG 1.45% $21.6M 70,611 25.7 $3.4T Communication Services
13 MERCK + CO. INC. MRK 1.31% $19.5M 170,686 16.2 $294.1B Healthcare
14 CISCO SYSTEMS INC CSCO 1.28% $19.1M 242,547 29.3 $324.6B Technology
15 PROCTER + GAMBLE CO/THE PG 1.27% $18.9M 130,385 21.0 $332.6B Consumer Defensive
16 COSTCO WHOLESALE CORP COST 1.26% $18.9M 19,362 50.9 $434.6B Consumer Defensive
17 COCA COLA CO/THE KO 1.11% $16.6M 218,938 24.5 $321.2B Consumer Defensive
18 BERKSHIRE HATHAWAY INC CL B BRK-B 1.08% $16.1M 33,417 15.3 $1.0T Financial Services
19 NETFLIX INC NFLX 1.05% $15.7M 170,623 35.9 $395.4B Communication Services
20 UNITEDHEALTH GROUP INC UNH 0.95% $14.2M 50,632 20.2 $243.3B Healthcare
21 VERIZON COMMUNICATIONS INC VZ 0.94% $14.0M 282,381 12.5 $214.0B Communication Services
22 PEPSICO INC PEP 0.87% $13.0M 85,185 25.0 $206.2B Consumer Defensive
23 JPMORGAN CHASE + CO JPM 0.86% $12.9M 44,724 14.3 $786.6B Financial Services
24 LAM RESEARCH CORP LRCX 0.86% $12.8M 54,739 42.9 $264.3B Technology
25 APPLIED MATERIALS INC AMAT 0.81% $12.1M 33,915 34.2 $268.7B Technology
26 CATERPILLAR INC CAT 0.80% $12.0M 17,381 37.0 $329.1B Industrials
27 AMPHENOL CORP CL A APH 0.78% $11.7M 89,466 35.3 $151.4B Technology
28 LINDE PLC LIN 0.78% $11.6M 23,634 33.3 $229.6B Basic Materials
29 CHEVRON CORP CVX 0.77% $11.6M 57,325 33.6 $415.5B Energy
30 VERTEX PHARMACEUTICALS INC VRTX 0.77% $11.5M 25,019 29.1 $115.2B Healthcare
31 TJX COMPANIES INC TJX 0.76% $11.3M 73,205 32.3 $175.4B Consumer Cyclical
32 ABBOTT LABORATORIES ABT 0.75% $11.2M 104,102 28.0 $181.7B Healthcare
33 LOCKHEED MARTIN CORP LMT 0.74% $11.1M 17,353 28.9 $145.1B Industrials
34 AMAZON.COM INC AMZN 0.71% $10.6M 50,609 28.6 $2.2T Consumer Cyclical
35 AT+T INC T 0.70% $10.4M 375,175 9.5 $205.1B Communication Services
36 MOTOROLA SOLUTIONS INC MSI 0.67% $10.1M 21,983 34.7 $75.0B Technology
37 MCKESSON CORP MCK 0.67% $10.0M 11,123 24.5 $106.6B Healthcare
38 KLA CORP KLAC 0.65% $9.8M 6,459 41.9 $190.7B Technology
39 ACCENTURE PLC CL A ACN 0.65% $9.8M 47,948 15.8 $120.9B Technology
40 CHUBB LTD CB 0.64% $9.6M 29,633 12.5 $126.5B Financial Services
41 DUKE ENERGY CORP DUK 0.62% $9.2M 70,813 20.2 $100.6B Utilities
42 CME GROUP INC CME 0.60% $9.0M 28,927 26.5 $107.0B Financial Services
43 TEXAS INSTRUMENTS INC TXN 0.59% $8.9M 47,046 35.2 $176.1B Technology
44 SOUTHERN CO/THE SO 0.59% $8.8M 90,988 24.2 $106.8B Utilities
45 CENCORA INC COR 0.58% $8.7M 26,173 38.0 $61.9B Healthcare
46 BANK OF AMERICA CORP BAC 0.57% $8.5M 180,288 11.6 $352.3B Financial Services
47 INTUIT INC INTU 0.55% $8.2M 18,060 27.8 $120.4B Technology
48 ADOBE INC ADBE 0.54% $8.0M 32,504 13.7 $98.9B Technology
49 WASTE MANAGEMENT INC WM 0.53% $8.0M 34,007 33.7 $91.4B Industrials
50 MCDONALD S CORP MCD 0.51% $7.6M 24,519 25.8 $220.5B Consumer Cyclical
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms