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 166 institutions that hold shares in the stock, with a total of 7.03 Million shares, which have been reported (via 13F filing form) to have a value of $1.09 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
|
$225 Million
2.62% of portfolio
|
Q3 2023
Added 11.54%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
678,269
shares
|
$106 Million
20.36% of portfolio
|
Q3 2024
Reduced 6.43%
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
508,441
shares
|
$79.2 Million
6.6% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
416,866
shares
|
$64.9 Million
0.02% of portfolio
|
Q3 2024
Added 16.83%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
336,245
shares
|
$52.3 Million
0.34% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
273,511
shares
|
$42.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
242,305
shares
|
$37.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
191,451
shares
|
$29.8 Million
2.6% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
187,684
shares
|
$29.2 Million
0.0% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
183,052
shares
|
$28.5 Million
3.79% of portfolio
|
Q3 2024
Added 5.63%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Oct 31, 2024 Q3 2024 |
155,760
shares
|
$24.2 Million
6.07% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
143,217
shares
|
$22.3 Million
0.01% of portfolio
|
Q3 2024
Added 99.63%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
128,707
shares
|
$20 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
124,403
shares
|
$19.4 Million
0.04% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
100,893
shares
|
$15.7 Million
0.0% of portfolio
|
Q3 2024
Added 8.18%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 18, 2024 Q3 2024 |
100,758
shares
|
$15.7 Million
3.46% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
100,602
shares
|
$15.7 Million
0.52% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
78,385
shares
|
$12.2 Million
0.83% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
74,915
shares
|
$11.7 Million
1.52% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
65,969
shares
|
$10.3 Million
2.98% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
65,619
shares
|
$10.2 Million
1.88% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
62,971
shares
|
$9.8 Million
0.36% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
61,753
shares
|
$9.61 Million
1.98% of portfolio
|
Q3 2024
Added 5.76%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
61,288
shares
|
$9.54 Million
0.03% of portfolio
|
Q3 2022
Added 4.63%
|
|
|
Marotta Asset Management
|
Oct 03, 2024 Q3 2024 |
58,316
shares
|
$9.08 Million
1.81% of portfolio
|
Q3 2024
Added 0.16%
|