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 191 institutions that hold shares in the stock, with a total of 8.11 Million shares, which have been reported (via 13F filing form) to have a value of $1.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
8,172
shares
|
$1.38 Million
0.11% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
7,939
shares
|
$1.34 Million
0.11% of portfolio
|
Q3 2025
Reduced 34.58%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
7,929
shares
|
$1.34 Million
0.02% of portfolio
|
Q2 2025
Reduced 43.1%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
7,706
shares
|
$1.3 Million
0.08% of portfolio
|
Q2 2025
Reduced 10.03%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
7,536
shares
|
$1.27 Million
0.15% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
7,287
shares
|
$1.23 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
7,214
shares
|
$1.22 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Aug 14, 2025 Q2 2025 |
7,065
shares
|
$1.19 Million
0.78% of portfolio
|
Q2 2025
Added 9.96%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 18, 2025 Q2 2025 |
6,507
shares
|
$1.1 Million
0.95% of portfolio
|
Q2 2025
New holding
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
6,397
shares
|
$1.08 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
6,076
shares
|
$1.03 Million
0.08% of portfolio
|
Q2 2025
Added 59.27%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
5,649
shares
|
$955,415
0.0% of portfolio
|
Q2 2025
Added 66.64%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
5,492
shares
|
$928,861
0.66% of portfolio
|
Q3 2025
Reduced 10.01%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
5,167
shares
|
$873,894
0.03% of portfolio
|
Q2 2025
Added 39.54%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
5,102
shares
|
$862,901
0.01% of portfolio
|
Q2 2021
Reduced 3.99%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
5,066
shares
|
$856,812
0.51% of portfolio
|
Q2 2023
Reduced 91.05%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
4,969
shares
|
$840,406
0.0% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
4,924
shares
|
$832,796
0.25% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
4,825
shares
|
$816,052
0.07% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
4,705
shares
|
$795,756
0.06% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
4,398
shares
|
$743,833
0.06% of portfolio
|
Q2 2025
Added 25.19%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
4,378
shares
|
$740,451
0.41% of portfolio
|
Q2 2024
Reduced 4.16%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
4,360
shares
|
$737,406
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
4,200
shares
|
$710,346
0.12% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
3,958
shares
|
$669,416
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|