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 |
|---|---|---|---|---|---|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
61,288
shares
|
$9.69 Million
0.03% of portfolio
|
Q3 2022
Added 4.63%
|
|
|
Marotta Asset Management
|
Apr 02, 2025 Q1 2025 |
58,316
shares
|
$9.22 Million
1.94% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
52,232
shares
|
$8.26 Million
0.03% of portfolio
|
Q1 2025
Added 77.96%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
50,859
shares
|
$8.04 Million
0.27% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
Sharkey, Howes & Javer
|
Apr 30, 2025 Q1 2025 |
46,708
shares
|
$7.38 Million
1.12% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
45,417
shares
|
$7.18 Million
1.39% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
44,330
shares
|
$7.01 Million
1.52% of portfolio
|
Q1 2023
Added 95.59%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
42,172
shares
|
$6.67 Million
4.05% of portfolio
|
Q2 2022
Reduced 0.1%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
42,139
shares
|
$6.66 Million
0.04% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
38,080
shares
|
$6.02 Million
0.01% of portfolio
|
Q3 2024
Reduced 18.19%
|
|
|
Bouvel Investment Partners, LLC
|
Apr 17, 2025 Q1 2025 |
37,019
shares
|
$5.85 Million
2.53% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
36,586
shares
|
$5.78 Million
0.15% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
36,258
shares
|
$5.73 Million
3.03% of portfolio
|
Q4 2023
Reduced 26.68%
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
36,227
shares
|
$5.73 Million
2.34% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
33,953
shares
|
$5.37 Million
2.03% of portfolio
|
Q1 2025
Added 16.54%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
33,932
shares
|
$5.36 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
29,593
shares
|
$4.68 Million
0.26% of portfolio
|
Q1 2025
Added 11.34%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
29,296
shares
|
$4.63 Million
2.49% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
May 12, 2025 Q1 2025 |
28,671
shares
|
$4.53 Million
1.96% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
28,148
shares
|
$4.45 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.36%
|
|
|
Parsons Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
24,609
shares
|
$3.89 Million
0.21% of portfolio
|
Q1 2025
Added 12.26%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
23,954
shares
|
$3.79 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.1%
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
22,758
shares
|
$3.6 Million
0.07% of portfolio
|
Q1 2025
Added 24.46%
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
20,541
shares
|
$3.25 Million
1.41% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
20,053
shares
|
$3.17 Million
0.24% of portfolio
|
Q1 2025
Added 7.07%
|