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 8.09 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 |
|---|---|---|---|---|---|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
2,025
shares
|
$342,488
0.15% of portfolio
|
Q2 2025
Added 11.88%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
1,984
shares
|
$335,553
0.02% of portfolio
|
Q1 2024
Reduced 20.61%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 22, 2025 Q3 2025 |
1,969
shares
|
$333,016
0.19% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
1,926
shares
|
$325,744
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,911
shares
|
$323,207
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
1,910
shares
|
$323,038
0.2% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Oct 21, 2025 Q3 2025 |
1,907
shares
|
$322,530
0.25% of portfolio
|
Q2 2025
Reduced 32.73%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
1,899
shares
|
$321,177
0.0% of portfolio
|
Q2 2024
Reduced 0.58%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
1,885
shares
|
$318,810
0.0% of portfolio
|
Q2 2025
Reduced 8.36%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
1,883
shares
|
$318,471
0.16% of portfolio
|
Q2 2023
Reduced 12.13%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
1,806
shares
|
$305,448
0.05% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Catalyst Private Wealth, LLC
|
Oct 07, 2025 Q3 2025 |
1,802
shares
|
$304,772
0.18% of portfolio
|
Q4 2023
Reduced 13.74%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
1,802
shares
|
$304,772
0.01% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
1,785
shares
|
$301,897
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
1,766
shares
|
$298,683
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
1,747
shares
|
$295,470
0.06% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Clear Harbor Asset Management, LLC
|
Oct 23, 2025 Q3 2025 |
1,611
shares
|
$272,468
0.02% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
1,601
shares
|
$270,777
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Values Added Financial LLC
Washington, DC |
Jul 23, 2025 Q2 2025 |
1,581
shares
|
$267,394
0.13% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
1,560
shares
|
$263,842
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Financial Advisory
|
Oct 27, 2025 Q3 2025 |
1,501
shares
|
$253,864
0.15% of portfolio
|
Q3 2025
Reduced 12.73%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,435
shares
|
$242,701
0.01% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
1,427
shares
|
$241,348
0.0% of portfolio
|
Q1 2025
Added 6.49%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
1,409
shares
|
$238,304
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
1,386
shares
|
$234,414
0.01% of portfolio
|
Q2 2025
Reduced 1.14%
|