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 7.12 Million shares, which have been reported (via 13F filing form) to have a value of $1.14 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
|
$232 Million
2.62% of portfolio
|
Q3 2023
Added 11.54%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Aug 14, 2024 Q2 2024 |
724,903
shares
|
$117 Million
21.08% of portfolio
|
Q2 2024
Reduced 4.77%
|
|
|
Sfmg, LLC
|
Aug 14, 2024 Q2 2024 |
498,039
shares
|
$80.1 Million
6.44% of portfolio
|
Q2 2024
Reduced 0.76%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
416,866
shares
|
$67 Million
0.02% of portfolio
|
Q3 2024
Added 16.83%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
336,245
shares
|
$54.1 Million
0.34% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
274,395
shares
|
$44.1 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
255,979
shares
|
$41.2 Million
0.0% of portfolio
|
Q2 2024
Added 4.96%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
191,451
shares
|
$30.8 Million
2.6% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
185,733
shares
|
$29.9 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
|
$27.9 Million
3.66% of portfolio
|
Q2 2024
Added 7.53%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Oct 31, 2024 Q3 2024 |
155,760
shares
|
$25.1 Million
6.07% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
143,217
shares
|
$23 Million
0.01% of portfolio
|
Q3 2024
Added 99.63%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
133,172
shares
|
$21.4 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.42%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
124,403
shares
|
$20 Million
0.04% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
115,245
shares
|
$18.5 Million
0.05% of portfolio
|
Q2 2024
Added 5.39%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 18, 2024 Q3 2024 |
100,758
shares
|
$16.2 Million
3.46% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
100,602
shares
|
$16.2 Million
0.52% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 06, 2024 Q2 2024 |
93,261
shares
|
$15 Million
0.0% of portfolio
|
Q1 2024
Reduced 18.22%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
78,385
shares
|
$12.6 Million
0.83% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
75,755
shares
|
$12.2 Million
1.64% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
|
Goodman Advisory Group, LLC
|
Aug 15, 2024 Q2 2024 |
66,902
shares
|
$10.8 Million
2.95% of portfolio
|
Q2 2024
Reduced 4.95%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
65,619
shares
|
$10.6 Million
1.88% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
64,307
shares
|
$10.3 Million
0.48% of portfolio
|
Q2 2024
Reduced 34.52%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
61,288
shares
|
$9.86 Million
0.03% of portfolio
|
Q3 2022
Added 4.63%
|
|
|
American Money Management, LLC
|
Aug 13, 2024 Q2 2024 |
58,391
shares
|
$9.39 Million
1.84% of portfolio
|
Q2 2024
Added 0.8%
|