Institutional Ownership Spdr Ser Tr Msci Usa Strategic (QUS)
This table provides information about the institutional ownership of Spdr Ser Tr Msci Usa Strategic (QUS). We have compiled data on the 180 institutions that hold shares in the stock, with a total of 7.47 Million shares, which have been reported (via 13F filing form) to have a value of $1.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
1,444,586
shares
|
$223 Million
2.62% of portfolio
|
Q3 2023
Added 11.54%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
608,105
shares
|
$94 Million
19.31% of portfolio
|
Q4 2024
Reduced 10.34%
|
|
|
Sfmg, LLC
|
Feb 11, 2025 Q4 2024 |
514,603
shares
|
$79.5 Million
6.41% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
405,312
shares
|
$62.6 Million
0.4% of portfolio
|
Q1 2025
Added 23.02%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
338,582
shares
|
$52.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.8%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
269,748
shares
|
$41.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
244,964
shares
|
$37.9 Million
0.0% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
240,689
shares
|
$37.2 Million
3.35% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
204,331
shares
|
$31.6 Million
0.0% of portfolio
|
Q4 2024
Added 8.87%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
203,781
shares
|
$31.5 Million
3.82% of portfolio
|
Q4 2024
Added 11.32%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
191,233
shares
|
$29.6 Million
2.25% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
179,136
shares
|
$27.7 Million
6.28% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
171,239
shares
|
$26.5 Million
0.01% of portfolio
|
Q4 2024
Added 33.05%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
147,756
shares
|
$22.8 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
143,217
shares
|
$22.1 Million
0.01% of portfolio
|
Q3 2024
Added 99.63%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
132,070
shares
|
$20.4 Million
0.04% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
102,212
shares
|
$15.8 Million
0.96% of portfolio
|
Q1 2025
Added 14.26%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
96,974
shares
|
$15 Million
3.34% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
91,530
shares
|
$14.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.28%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
77,176
shares
|
$11.9 Million
1.66% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
First Hawaiian Bank
|
Apr 03, 2025 Q1 2025 |
69,384
shares
|
$10.7 Million
0.38% of portfolio
|
Q1 2025
Reduced 21.6%
|
|
|
American Money Management, LLC
|
Feb 12, 2025 Q4 2024 |
63,016
shares
|
$9.74 Million
1.94% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
62,300
shares
|
$9.63 Million
6.8% of portfolio
|
Q1 2025
Added 5.43%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
61,736
shares
|
$9.54 Million
1.69% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
61,288
shares
|
$9.47 Million
0.03% of portfolio
|
Q3 2022
Added 4.63%
|