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 183 institutions that hold shares in the stock, with a total of 7.51 Million shares, which have been reported (via 13F filing form) to have a value of $1.19 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
|
$228 Million
2.62% of portfolio
|
Q3 2023
Added 11.54%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
584,558
shares
|
$92.4 Million
17.67% of portfolio
|
Q1 2025
Reduced 3.87%
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
517,290
shares
|
$81.8 Million
6.53% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
405,312
shares
|
$64.1 Million
0.4% of portfolio
|
Q1 2025
Added 23.02%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
338,582
shares
|
$53.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.8%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
291,026
shares
|
$46 Million
0.02% of portfolio
|
Q1 2025
Added 7.89%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
248,169
shares
|
$39.2 Million
0.0% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
240,689
shares
|
$38 Million
3.35% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
217,151
shares
|
$34.3 Million
3.95% of portfolio
|
Q1 2025
Added 6.56%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
202,753
shares
|
$32.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
191,233
shares
|
$30.2 Million
2.25% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
179,136
shares
|
$28.3 Million
6.28% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
168,626
shares
|
$26.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
143,217
shares
|
$22.6 Million
0.01% of portfolio
|
Q3 2024
Added 99.63%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
132,070
shares
|
$20.9 Million
0.04% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
106,320
shares
|
$16.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 28.04%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
102,212
shares
|
$16.2 Million
0.96% of portfolio
|
Q1 2025
Added 14.26%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
96,974
shares
|
$15.3 Million
3.34% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
83,461
shares
|
$13.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.82%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
77,176
shares
|
$12.2 Million
1.66% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
First Hawaiian Bank
|
Apr 03, 2025 Q1 2025 |
69,384
shares
|
$11 Million
0.38% of portfolio
|
Q1 2025
Reduced 21.6%
|
|
|
American Money Management, LLC
|
May 13, 2025 Q1 2025 |
65,255
shares
|
$10.3 Million
1.97% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
64,136
shares
|
$10.1 Million
3.08% of portfolio
|
Q1 2025
Added 9647.11%
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
62,300
shares
|
$9.85 Million
6.8% of portfolio
|
Q1 2025
Added 5.43%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
61,736
shares
|
$9.76 Million
1.69% of portfolio
|
Q1 2025
Reduced 0.7%
|