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 189 institutions that hold shares in the stock, with a total of 8.12 Million shares, which have been reported (via 13F filing form) to have a value of $1.33 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
3,712
shares
|
$607,617
0.0% of portfolio
|
Q2 2025
Reduced 11.15%
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
3,600
shares
|
$589,284
0.02% of portfolio
|
Q2 2025
Reduced 42.13%
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
3,596
shares
|
$588,629
0.01% of portfolio
|
Q1 2024
New holding
|
|
Financial Guidance Group, Inc.
|
Jul 29, 2025 Q2 2025 |
3,596
shares
|
$588,629
0.33% of portfolio
|
Q4 2022
Reduced 22.18%
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
3,496
shares
|
$572,260
0.06% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
3,483
shares
|
$570,132
0.01% of portfolio
|
Q1 2025
Reduced 22.31%
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
3,435
shares
|
$562,275
0.22% of portfolio
|
Q2 2025
Added 0.35%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
3,390
shares
|
$554,909
0.0% of portfolio
|
Q2 2025
Reduced 24.88%
|
|
Sk Wealth Management, LLC
Providence, RI |
Jul 10, 2025 Q2 2025 |
3,382
shares
|
$553,599
0.24% of portfolio
|
Q2 2025
Added 0.59%
|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
3,356
shares
|
$549,343
0.45% of portfolio
|
Q2 2025
Added 0.24%
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
3,337
shares
|
$546,233
0.58% of portfolio
|
Q2 2024
Added 8.52%
|
|
Royal Fund Management, LLC
|
Aug 13, 2025 Q2 2025 |
3,333
shares
|
$545,578
0.06% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
Avant Capital LLC
Lafayette, LA |
Aug 14, 2025 Q2 2025 |
3,202
shares
|
$524,135
0.41% of portfolio
|
Q2 2025
Added 7.23%
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
3,021
shares
|
$494,507
0.04% of portfolio
|
Q2 2025
New holding
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
2,955
shares
|
$483,703
0.02% of portfolio
|
Q2 2025
Reduced 7.63%
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
2,937
shares
|
$480,757
0.05% of portfolio
|
Q1 2023
Added 5.72%
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
2,765
shares
|
$452,602
0.17% of portfolio
|
Q2 2025
Added 0.55%
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
2,741
shares
|
$448,674
0.0% of portfolio
|
Q4 2024
Added 0.18%
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
2,593
shares
|
$424,448
0.08% of portfolio
|
Q1 2025
New holding
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
2,535
shares
|
$414,954
0.01% of portfolio
|
Q2 2025
Added 0.56%
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
2,511
shares
|
$411,025
0.03% of portfolio
|
Q4 2022
Reduced 1.8%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
2,508
shares
|
$410,534
0.01% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
2,342
shares
|
$383,361
0.03% of portfolio
|
Q2 2025
Added 7.53%
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
2,318
shares
|
$379,433
0.05% of portfolio
|
Q2 2025
Added 94.3%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
2,203
shares
|
$360,609
0.02% of portfolio
|
Q1 2025
Reduced 27.79%
|