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 |
|---|---|---|---|---|---|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
44,330
shares
|
$6.9 Million
1.52% of portfolio
|
Q1 2023
Added 95.59%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
42,172
shares
|
$6.57 Million
4.05% of portfolio
|
Q2 2022
Reduced 0.1%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
39,016
shares
|
$6.07 Million
0.92% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
38,080
shares
|
$5.93 Million
0.01% of portfolio
|
Q3 2024
Reduced 18.19%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
37,470
shares
|
$5.83 Million
0.22% of portfolio
|
Q3 2024
Added 252.33%
|
|
|
Bouvel Investment Partners, LLC
|
Nov 05, 2024 Q3 2024 |
37,019
shares
|
$5.76 Million
2.39% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
36,972
shares
|
$5.76 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
36,478
shares
|
$5.68 Million
0.14% of portfolio
|
Q3 2024
Added 46.64%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
36,258
shares
|
$5.64 Million
3.03% of portfolio
|
Q4 2023
Reduced 26.68%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
36,102
shares
|
$5.62 Million
2.26% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
31,375
shares
|
$4.88 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Oct 21, 2024 Q3 2024 |
30,698
shares
|
$4.78 Million
2.82% of portfolio
|
Q3 2024
Reduced 5.61%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
29,438
shares
|
$4.58 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.54%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Nov 04, 2024 Q3 2024 |
27,003
shares
|
$4.2 Million
1.88% of portfolio
|
Q3 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
26,604
shares
|
$4.14 Million
0.24% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
26,141
shares
|
$4.07 Million
1.59% of portfolio
|
Q3 2024
Added 23.95%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
25,991
shares
|
$4.05 Million
0.01% of portfolio
|
Q3 2024
Reduced 77.45%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
25,859
shares
|
$4.03 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.56%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
23,369
shares
|
$3.64 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
22,291
shares
|
$3.47 Million
0.43% of portfolio
|
Q3 2024
Added 136.33%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
21,934
shares
|
$3.41 Million
0.22% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Nov 07, 2024 Q3 2024 |
21,321
shares
|
$3.32 Million
1.29% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
19,517
shares
|
$3.04 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
16,764
shares
|
$2.61 Million
0.13% of portfolio
|
Q3 2024
Added 28.35%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
13,070
shares
|
$2.03 Million
0.04% of portfolio
|
Q1 2024
Reduced 3.93%
|