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 185 institutions that hold shares in the stock, with a total of 7.68 Million shares, which have been reported (via 13F filing form) to have a value of $1.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
20,505
shares
|
$3.37 Million
0.01% of portfolio
|
Q2 2025
Added 54.11%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
20,421
shares
|
$3.35 Million
0.23% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
16,027
shares
|
$2.63 Million
0.41% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
14,623
shares
|
$2.4 Million
0.22% of portfolio
|
Q1 2025
Reduced 31.49%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
13,936
shares
|
$2.29 Million
0.03% of portfolio
|
Q1 2025
Added 159.37%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
13,070
shares
|
$2.15 Million
0.04% of portfolio
|
Q1 2024
Reduced 3.93%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
12,367
shares
|
$2.03 Million
0.15% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
12,136
shares
|
$1.99 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
11,975
shares
|
$1.97 Million
0.15% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
11,860
shares
|
$1.95 Million
0.39% of portfolio
|
Q1 2025
Added 8.24%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
11,395
shares
|
$1.87 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
11,284
shares
|
$1.85 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
11,263
shares
|
$1.85 Million
0.0% of portfolio
|
Q4 2024
Added 942.87%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
10,444
shares
|
$1.71 Million
0.02% of portfolio
|
Q2 2025
Added 331.39%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
May 05, 2025 Q1 2025 |
9,649
shares
|
$1.58 Million
0.39% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
9,207
shares
|
$1.51 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
9,173
shares
|
$1.51 Million
0.27% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
8,958
shares
|
$1.47 Million
0.06% of portfolio
|
Q1 2025
Reduced 19.05%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
8,637
shares
|
$1.42 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.23%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
8,567
shares
|
$1.41 Million
0.0% of portfolio
|
Q1 2025
Added 15.1%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
8,565
shares
|
$1.41 Million
0.09% of portfolio
|
Q1 2025
Reduced 8.65%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
8,414
shares
|
$1.38 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
8,171
shares
|
$1.34 Million
0.15% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
8,153
shares
|
$1.34 Million
0.52% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
7,533
shares
|
$1.24 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.36%
|