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 178 institutions that hold shares in the stock, with a total of 7.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.2 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
|
$231 Million
2.62% of portfolio
|
Q3 2023
Added 11.54%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
608,105
shares
|
$97.1 Million
19.31% of portfolio
|
Q4 2024
Reduced 10.34%
|
|
|
Sfmg, LLC
|
Feb 11, 2025 Q4 2024 |
514,603
shares
|
$82.2 Million
6.41% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
383,888
shares
|
$61.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.91%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
329,470
shares
|
$52.6 Million
0.29% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
269,748
shares
|
$43.1 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
244,964
shares
|
$39.1 Million
0.0% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
240,752
shares
|
$38.5 Million
3.1% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
204,331
shares
|
$32.6 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
|
$32.5 Million
3.82% of portfolio
|
Q4 2024
Added 11.32%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
191,451
shares
|
$30.6 Million
2.19% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
171,239
shares
|
$27.4 Million
0.01% of portfolio
|
Q4 2024
Added 33.05%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Feb 06, 2025 Q4 2024 |
171,138
shares
|
$27.3 Million
6.04% of portfolio
|
Q4 2024
Added 9.87%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
147,756
shares
|
$23.6 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
143,217
shares
|
$22.9 Million
0.01% of portfolio
|
Q3 2024
Added 99.63%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
124,404
shares
|
$19.9 Million
0.04% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Jan 24, 2025 Q4 2024 |
97,818
shares
|
$15.6 Million
3.37% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
91,530
shares
|
$14.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.28%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
89,455
shares
|
$14.3 Million
0.9% of portfolio
|
Q4 2024
Added 14.12%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
88,504
shares
|
$14.1 Million
0.46% of portfolio
|
Q4 2024
Reduced 12.03%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
75,889
shares
|
$12.1 Million
1.55% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Goodman Advisory Group, LLC
|
Feb 13, 2025 Q4 2024 |
63,856
shares
|
$10.2 Million
2.93% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
American Money Management, LLC
|
Feb 12, 2025 Q4 2024 |
63,016
shares
|
$10.1 Million
1.94% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
62,170
shares
|
$9.93 Million
1.67% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
61,288
shares
|
$9.79 Million
0.03% of portfolio
|
Q3 2022
Added 4.63%
|