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 |
|---|---|---|---|---|---|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
1,444,586
shares
|
$236 Million
2.62% of portfolio
|
Q3 2023
Added 11.54%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
568,476
shares
|
$93.1 Million
15.85% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
519,412
shares
|
$85 Million
6.51% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
411,007
shares
|
$67.3 Million
0.38% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
394,815
shares
|
$64.6 Million
0.0% of portfolio
|
Q2 2025
Added 94.73%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
376,207
shares
|
$61.6 Million
0.02% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
283,280
shares
|
$46.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
254,010
shares
|
$41.6 Million
0.0% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
244,173
shares
|
$40 Million
4.03% of portfolio
|
Q2 2025
Added 12.44%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
238,262
shares
|
$39 Million
3.21% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
187,074
shares
|
$30.6 Million
2.02% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
180,293
shares
|
$29.5 Million
0.01% of portfolio
|
Q2 2025
Added 6.92%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
179,136
shares
|
$29.3 Million
6.28% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
Presper Financial Architects, LLC
Akron, OH |
Jul 17, 2025 Q2 2025 |
178,719
shares
|
$29.3 Million
21.69% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
143,217
shares
|
$23.4 Million
0.01% of portfolio
|
Q3 2024
Added 99.63%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
140,287
shares
|
$23 Million
0.01% of portfolio
|
Q2 2025
Added 31.95%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
113,903
shares
|
$18.6 Million
0.03% of portfolio
|
Q2 2025
Reduced 13.76%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
96,974
shares
|
$15.9 Million
3.34% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
96,371
shares
|
$15.8 Million
0.87% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
92,524
shares
|
$15.1 Million
0.0% of portfolio
|
Q2 2025
Added 10.86%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
78,018
shares
|
$12.8 Million
1.65% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
69,858
shares
|
$11.4 Million
0.03% of portfolio
|
Q2 2025
Added 33.75%
|
|
|
American Money Management, LLC
|
Aug 13, 2025 Q2 2025 |
65,951
shares
|
$10.8 Million
1.93% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
65,745
shares
|
$10.8 Million
6.49% of portfolio
|
Q2 2025
Added 5.53%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
62,669
shares
|
$10.3 Million
1.57% of portfolio
|
Q2 2025
Added 1.51%
|