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 168 institutions that hold shares in the stock, with a total of 7.11 Million shares, which have been reported (via 13F filing form) to have a value of $1.09 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
|
$221 Million
2.62% of portfolio
|
Q3 2023
Added 11.54%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Aug 14, 2024 Q2 2024 |
724,903
shares
|
$111 Million
21.08% of portfolio
|
Q2 2024
Reduced 4.77%
|
|
|
Sfmg, LLC
|
Aug 14, 2024 Q2 2024 |
498,039
shares
|
$76.2 Million
6.44% of portfolio
|
Q2 2024
Reduced 0.76%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
356,803
shares
|
$54.6 Million
0.02% of portfolio
|
Q2 2024
Reduced 8.66%
|
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
317,125
shares
|
$48.5 Million
0.32% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
274,395
shares
|
$42 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
255,979
shares
|
$39.2 Million
0.0% of portfolio
|
Q1 2024
Added 171.39%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
216,434
shares
|
$33.1 Million
2.56% of portfolio
|
Q2 2024
Added 5.85%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2024 Q2 2024 |
191,551
shares
|
$29.3 Million
2.63% of portfolio
|
Q1 2024
Reduced 0.03%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
185,733
shares
|
$28.4 Million
0.0% of portfolio
|
Q2 2024
Added 10.72%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
173,290
shares
|
$26.5 Million
3.66% of portfolio
|
Q2 2024
Added 7.53%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Jul 19, 2024 Q2 2024 |
151,150
shares
|
$23.1 Million
8.18% of portfolio
|
Q2 2024
Reduced 1.18%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
133,172
shares
|
$20.4 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.42%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
122,252
shares
|
$18.7 Million
0.04% of portfolio
|
Q2 2024
Added 4768.66%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
115,245
shares
|
$17.6 Million
0.05% of portfolio
|
Q2 2024
Added 5.39%
|
|
|
First Hawaiian Bank
|
Jul 02, 2024 Q2 2024 |
104,213
shares
|
$15.9 Million
0.53% of portfolio
|
Q2 2024
Reduced 2.54%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Jul 29, 2024 Q2 2024 |
103,005
shares
|
$15.8 Million
3.53% of portfolio
|
Q2 2024
Reduced 5.6%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
93,261
shares
|
$14.3 Million
0.0% of portfolio
|
Q2 2024
Added 22.27%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
75,755
shares
|
$11.6 Million
1.64% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 26, 2024 Q2 2024 |
75,394
shares
|
$11.5 Million
0.8% of portfolio
|
Q2 2024
Added 1.77%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
71,743
shares
|
$11 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
|
Goodman Advisory Group, LLC
|
Aug 15, 2024 Q2 2024 |
66,902
shares
|
$10.2 Million
2.95% of portfolio
|
Q2 2024
Reduced 4.95%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
64,307
shares
|
$9.84 Million
0.48% of portfolio
|
Q2 2024
Reduced 34.52%
|
|
|
Eagle Strategies LLC
New York, NY |
Aug 07, 2024 Q2 2024 |
63,746
shares
|
$9.76 Million
1.8% of portfolio
|
Q2 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
61,288
shares
|
$9.38 Million
0.03% of portfolio
|
Q3 2022
Added 4.63%
|