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 205 institutions that hold shares in the stock, with a total of 7.26 Million shares, which have been reported (via 13F filing form) to have a value of $1.25 Billion.
| 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
|
$248 Million
2.62% of portfolio
|
Q3 2023
Added 11.54%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
557,208
shares
|
$95.8 Million
15.62% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
523,978
shares
|
$90.1 Million
6.4% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
394,656
shares
|
$67.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
309,648
shares
|
$53.3 Million
0.02% of portfolio
|
Q3 2025
Added 9.31%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
296,341
shares
|
$51 Million
0.27% of portfolio
|
Q3 2025
Reduced 27.9%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
264,000
shares
|
$45.4 Million
3.94% of portfolio
|
Q3 2025
Added 8.12%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
245,693
shares
|
$42.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
222,800
shares
|
$38.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 40.78%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
179,694
shares
|
$30.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Nov 17, 2025 Q3 2025 |
174,489
shares
|
$30 Million
6.13% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
170,600
shares
|
$29.3 Million
1.71% of portfolio
|
Q3 2025
Reduced 8.81%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
143,217
shares
|
$24.6 Million
0.01% of portfolio
|
Q3 2024
Added 99.63%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
107,676
shares
|
$18.5 Million
0.92% of portfolio
|
Q3 2025
Added 11.73%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
88,904
shares
|
$15.3 Million
3.06% of portfolio
|
Q3 2025
Reduced 8.32%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
79,477
shares
|
$13.7 Million
1.6% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Presper Financial Architects, LLC
Akron, OH |
Oct 28, 2025 Q3 2025 |
77,639
shares
|
$13.4 Million
7.75% of portfolio
|
Q3 2025
Reduced 56.56%
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Nov 14, 2025 Q3 2025 |
69,998
shares
|
$12 Million
6.06% of portfolio
|
Q3 2025
Added 6.47%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
68,337
shares
|
$11.8 Million
0.0% of portfolio
|
Q2 2025
Added 10.86%
|
|
|
American Money Management, LLC
|
Nov 10, 2025 Q3 2025 |
65,900
shares
|
$11.3 Million
1.91% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
64,821
shares
|
$11.1 Million
0.13% of portfolio
|
Q3 2025
Added 53.34%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
62,163
shares
|
$10.7 Million
1.44% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
61,288
shares
|
$10.5 Million
0.03% of portfolio
|
Q3 2022
Added 4.63%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
54,500
shares
|
$9.37 Million
0.02% of portfolio
|
Q3 2025
Added 164.56%
|
|
|
Marotta Asset Management
|
Oct 16, 2025 Q3 2025 |
54,251
shares
|
$9.33 Million
1.76% of portfolio
|
Q3 2025
Added 0.67%
|
|