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 |
|---|---|---|---|---|---|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
6,777
shares
|
$1.06 Million
0.31% of portfolio
|
Q3 2024
Reduced 16.72%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
6,553
shares
|
$1.02 Million
0.1% of portfolio
|
Q2 2024
Reduced 1.06%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
5,633
shares
|
$876,945
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
5,578
shares
|
$868,383
0.0% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
5,541
shares
|
$862,622
0.7% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
5,516
shares
|
$858,730
0.08% of portfolio
|
Q3 2024
Added 12.92%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
5,361
shares
|
$834,600
0.01% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
5,341
shares
|
$831,486
0.14% of portfolio
|
Q3 2024
Reduced 23.6%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
5,309
shares
|
$826,505
0.0% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
5,160
shares
|
$803,308
0.07% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
5,102
shares
|
$794,279
0.01% of portfolio
|
Q2 2021
Reduced 3.99%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
5,066
shares
|
$788,674
0.51% of portfolio
|
Q2 2023
Reduced 91.05%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
4,926
shares
|
$766,879
0.27% of portfolio
|
Q1 2024
Reduced 7.34%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
4,811
shares
|
$748,976
0.06% of portfolio
|
Q3 2024
Added 35.14%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
4,378
shares
|
$681,567
0.41% of portfolio
|
Q2 2024
Reduced 4.16%
|
|
|
Enterprise Bank & Trust CO
|
Oct 08, 2024 Q3 2024 |
4,360
shares
|
$678,764
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,596
shares
|
$559,825
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Guidance Group, Inc.
|
Oct 23, 2024 Q3 2024 |
3,596
shares
|
$559,825
0.36% of portfolio
|
Q4 2022
Reduced 22.18%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Nov 07, 2024 Q3 2024 |
3,585
shares
|
$558,112
0.15% of portfolio
|
Q4 2021
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
3,446
shares
|
$536,473
0.23% of portfolio
|
Q4 2023
Reduced 2.52%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
3,337
shares
|
$519,504
0.58% of portfolio
|
Q2 2024
Added 8.52%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
3,231
shares
|
$503,002
0.45% of portfolio
|
Q2 2023
Added 0.37%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
3,219
shares
|
$501,133
0.02% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
3,160
shares
|
$491,948
0.05% of portfolio
|
Q3 2024
Reduced 24.53%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Nov 06, 2024 Q3 2024 |
3,045
shares
|
$474,045
0.2% of portfolio
|
Q2 2024
Added 0.66%
|