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Disclosery

QUS SPDR SERIES TRUST

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MSCI USA STRTGIC (fund)

192 managers (192 13F filers) reported a position in QUS shares at 2026-06-30, 6,985,898 shares in all. 17 filers opened a position and 14 filers sold out during the quarter.

Managers
192
13F filers
192
New
17
Added
58
Reduced
61
Sold out
14
Shares held by filers
6,985,898

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Focus Partners Wealthin group Focus Partners Wealth2,083,611$389M0.4%+27,25613F-HRTimelineGroup
SFMG, LLC560,714$105M6.38%+19,12413F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…511,934$95.7M12.89%-25,94913F-HRTimelineGroup
LPL Financial LLC373,850$69.9M0.02%+21,05213F-HRTimeline
Perennial Investment Advisors, LLC300,970$56.2M3.75%-16,79413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC206,813$38.6M0.01%-6,54813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/205,402$38.4M<0.01%-15,09613F-HRTimelineGroup
Howard Capital Management, LLC201,781$37.7M0.45%new13F-HRTimeline
BIP Wealth, LLC172,792$32.3M0.92%+66,66013F-HRTimeline
Sage Mountain Advisors LLC166,196$31.1M1.91%-1,82613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC161,121$30.1M0.01%-42,82713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY122,928$23M<0.01%-2,14213F-HRTimelineGroup
McKinney Capital Management, LLC103,585$19.4M7.63%new13F-HRTimeline
Marotta Asset Management84,965$15.9M2.65%+18,16213F-HRTimeline
Paul R. Ried Financial Group, LLC76,485$14.3M6.24%+2,49113F-HRTimeline
Continuum Advisory, LLC75,092$14M1.13%+1,58913F-HRTimeline
Great Point Wealth Advisors, LLC73,642$13.8M2.22%-10,83913F-HRTimeline
American Money Management, LLC72,164$13.5M1.93%+2,35213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA66,548$12.4M<0.01%-77613F-HRTimelineGroup
VAQUERO PRIVATE WEALTH, LTD62,881$11.8M2.42%13F-HRTimeline
Goodman Advisory Group, LLC59,982$11.2M2.58%+4,24013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC57,890$10.8M0.2%new13F-HRTimeline
ARQ WEALTH ADVISORS, LLC57,189$10.7M1.33%+14,83213F-HRTimeline
Eagle Strategies LLC57,036$10.7M1.06%-1,00413F-HRTimeline
Garrett Wealth Advisory Group, LLC53,368$9.97M1.53%-3,46813F-HRTimeline
Hughes Financial Services, LLC42,984$8.03M1.06%-57513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC39,763$7.43M<0.01%-3,50913F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.39,752$7.43M0.15%+3513F-HRTimelineGroup
NewEdge Advisors, LLC38,014$7.1M0.02%+65913F-HRTimeline
VISTA INVESTMENT MANAGEMENT37,265$6.96M2.1%+313F-HRTimeline
Quantinno Capital Management LP36,317$6.79M0.01%+9,91213F-HRTimeline
Private Advisor Group, LLC34,838$6.51M0.03%-233,40713F-HRTimeline
Cambridge Investment Research Advisors,…31,164$5.82M0.01%+90413F-HR/ATimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK26,815$5.01M0.63%-3,81313F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC26,395$4.93M0.01%-1,26813F-HRTimelineGroup
Warner Group LLC25,637$4.79M1.18%+12,73513F-HRTimeline
Midwest Financial Network, LLC25,439$4.75M3.25%+3,75013F-HRTimeline
Integrity Wealth Solutions LLC24,428$4.56M1.69%-43913F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI24,415$4.56M0.21%-4,84513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC21,465$4.01M0.09%-3,23013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC21,091$3.94M<0.01%-30413F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.19,854$3.71M0.18%-4313F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC17,469$3.26M0.01%+13213F-HRTimelineGroup
Sharkey, Howes & Javer16,176$3.02M0.37%-13,24813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC15,658$2.93M0.11%+7313F-HRTimeline
Allred Capital Management, LLC14,014$2.62M0.86%+3,01313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…12,523$2.37M<0.01%-20,97513F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC12,199$2.28M0.12%+5413F-HRTimeline
Versant Capital Management, Inc11,873$2.22M0.2%+2313F-HRTimeline
Cetera Investment Advisers11,124$2.08M<0.01%+77513F-HRTimeline
Goldstein Advisors, LLC10,661$1.99M0.18%-7313F-HRTimeline
Ethic Inc.10,068$1.88M0.02%+62913F-HRTimeline
NWAM LLC9,169$1.71M0.09%-1,10913F-HRTimeline
SENTINEL PENSION ADVISORS, LLC8,712$1.64M0.21%+3113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.8,554$1.6M0.02%-48613F-HRTimelineGroup
Selby Wealth Management, LLC8,548$1.6M0.57%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC8,435$1.58M0.11%-5,04913F-HRTimeline
Riverpoint Wealth Management Holdings, …8,196$1.53M0.28%+4513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,116$1.52M<0.01%-11913F-HR/ATimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…7,987$1.49M0.04%+913F-HRTimelineGroup
Cornerstone Wealth Management, LLC7,572$1.41M0.06%+29013F-HRTimeline
GTS SECURITIES LLC7,157$1.34M0.03%new13F-HRTimeline
IFP Advisors, Inc6,772$1.27M0.02%-36913F-HRTimeline
Strategic Financial Partners, Ltd.6,722$1.26M0.47%-14,59613F-HRTimeline
Presper Financial Architects, LLC6,717$1.26M0.65%-1,93713F-HRTimeline
NorthRock Partners, LLC6,601$1.23M0.02%-17613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6,434$1.2M0.01%-1,08613F-HRTimeline
McAdam, LLC6,286$1.17M0.05%-4,53813F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT6,269$1.17M0.12%-3213F-HRTimeline
Wilkins Miller Wealth Management, LLC5,894$1.1M0.61%-40013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC5,748$1.07M0.08%-57613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,584$1.04M<0.01%+1,60613F-HRTimelineGroup
Compound Planning, Inc.5,410$1.01M0.03%-4313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP5,081$949K<0.01%+2,32813F-HR/ATimelineGroup
Dynamic Advisor Solutions LLC4,989$932K0.03%013F-HRTimeline
Princeton Global Asset Management LLC4,970$929K0.13%+513F-HRTimeline
1620 INVESTMENT ADVISORS, INC.4,848$906K0.56%-44213F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC4,825$902K0.06%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,671$873K<0.01%new13F-HRTimelineGroup
Apollon Financial, LLCin group Apollon Wealth Management, LLC4,465$834K0.1%+11513F-HRTimelineGroup
Alpha Zero LLC4,389$830K0.31%013F-HRTimeline
VICUS CAPITAL4,235$791K0.05%-12413F-HRTimeline
FMR LLCin group FMR LLC4,211$787K<0.01%+1,21513F-HRTimelineGroup
VestGen Advisors, LLC4,077$762K0.02%-8013F-HRTimeline
Spinnaker Investment Group, LLC4,068$760K0.12%new13F-HRTimeline
Abundance Wealth Counselors3,924$733K0.05%new13F-HRTimeline
ROCKLAND TRUST CO3,732$697K0.03%-5513F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC3,611$675K0.47%-4013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,536$661K<0.01%+1,12113F-HRTimelineGroup
PRIVATE TRUST CO NA3,496$653K0.05%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.3,483$651K0.01%013F-HRTimelineGroup
Valtinson Bruner Financial Planning LLC3,463$647K0.16%+1113F-HRTimeline
Opulen Financial Group LLC3,402$636K0.4%+1813F-HRTimeline
Aptus Capital Advisors, LLC3,346$625K<0.01%013F-HRTimeline
Financial Guidance Group, Inc.3,346$625K0.23%013F-HRTimeline
Avant Capital LLC3,325$621K0.39%+913F-HRTimeline
GeoWealth Management, LLC3,295$616K0.02%-613F-HRTimeline
SEVEN MILE ADVISORY3,261$609K0.41%new13F-HRTimeline
Sanctuary Advisors, LLC2,966$554K<0.01%+713F-HRTimeline
SK Wealth Management, LLC2,795$545K0.12%-413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,902$542K<0.01%-32013F-HRTimelineGroup
Independent Wealth Network Inc.2,831$529K0.13%+38713F-HRTimeline
January Capital Advisors LLC2,630$491K0.41%-31913F-HRTimeline
True North Advisors, LLC2,593$485K0.05%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,577$482K0.01%013F-HRTimelineGroup
CFS Investment Advisory Services, LLC2,511$473K0.03%013F-HRTimeline
Royal Fund Management, LLC2,456$459K0.04%-29613F-HRTimeline
Merit Financial Group, LLC2,424$453K<0.01%+313F-HR/ATimeline
Prosperity Consulting Group, LLC2,350$439K0.02%+213F-HRTimeline
Balance Wealth Partners LLC2,290$428K0.11%-30013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC2,162$404K<0.01%-38613F-HRTimelineGroup
AE Wealth Management LLC2,152$402K<0.01%013F-HRTimeline
Collaborative Wealth Managment Inc.2,145$401K0.17%+3013F-HRTimeline
Fisher Asset Management, LLC2,126$397K<0.01%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS2,125$397K<0.01%+5713F-HRTimeline
Mariner, LLCin group Mariner, LLC2,038$381K<0.01%+513F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …1,979$370K0.01%013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,904$356K<0.01%new13F-HRTimelineGroup
Integrated Advisors Network LLC1,881$352K0.02%-31313F-HRTimeline
New England Private Wealth Advisors LLC1,811$339K0.03%-1013F-HRTimeline
Focus Financial Network, Inc.1,808$338K0.01%+213F-HRTimeline
CATALYST PRIVATE WEALTH, LLC1,802$337K0.16%013F-HRTimeline
Integrated Wealth Concepts LLC1,787$334K<0.01%+4113F-HRTimeline
Cresset Asset Management, LLC1,787$334K<0.01%013F-HRTimeline
BAILARD, INC.1,766$330K0.01%013F-HRTimeline
Hobart Private Capital, LLC1,747$326K0.06%013F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.1,804$310K0.18%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC1,647$308K0.02%new13F-HRTimeline
MML INVESTORS SERVICES, LLC1,638$306K<0.01%new13F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD1,634$305K0.04%+413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…1,629$304K<0.01%-3,18813F-HRTimelineGroup
Carnegie Investment Counsel1,601$299K0.01%013F-HRTimeline
ATLas Financial Planning LLC1,599$299K0.24%-15213F-HRTimeline
Clear Harbor Asset Management, LLC1,584$296K0.02%+213F-HRTimeline
Values Added Financial LLC1,581$295K0.11%013F-HRTimeline
Worth Financial Advisory Group, LLC1,555$291K0.12%new13F-HRTimeline
PUREfi Wealth, LLC1,540$288K0.16%013F-HRTimeline
BAM Wealth Management, LLC1,517$283K0.18%-2513F-HRTimeline
J.W. COLE ADVISORS, INC.1,471$275K<0.01%+1013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.1,466$274K0.02%013F-HRTimelineGroup
Valmark Advisers, Inc.1,427$267K<0.01%013F-HRTimeline
Montis Financial, LLC1,409$263K0.05%013F-HRTimeline
B. Riley Wealth Advisors, Inc.1,372$255K0.01%-6513F-HRTimeline
IFG Advisory, LLC1,360$254K0.01%new13F-HRTimeline
Lynx Investment Advisory1,352$253K0.08%-14213F-HRTimeline
EP Wealth Advisors, LLC1,338$250K<0.01%013F-HRTimeline
Pinnacle Family Advisors, LLC1,325$248K0.1%+2913F-HRTimeline
John W. Brooker & Co., CPAs1,313$245K0.3%+713F-HRTimeline
HighTower Advisors, LLC1,304$244K<0.01%013F-HRTimeline
Arax Advisory Partners1,300$243K<0.01%013F-HRTimeline
Sequoia Financial Advisors, LLC1,272$238K<0.01%013F-HRTimeline
Wedmont Private Capital1,211$229K0.01%+613F-HRTimeline
Maia Wealth LLC1,194$223K0.03%+613F-HRTimeline
TFC Financial Management, Inc.1,193$223K0.02%013F-HRTimeline
Clark Asset Management, LLC1,180$220K0.02%013F-HRTimeline
BLAIR WILLIAM & CO/IL1,157$216K<0.01%013F-HRTimeline
Brown Financial Advisory1,155$216K0.09%-15313F-HRTimeline
Geneos Wealth Management Inc.1,128$211K<0.01%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,119$209K<0.01%new13F-HRTimelineGroup
MBE Wealth Management, LLC1,103$206K0.07%new13F-HRTimeline
Gladstone Institutional Advisory LLC1,089$203K0.01%new13F-HRTimeline
UBS Group AGgroup of 2 filers holding952$178K-16Timeline
Global Retirement Partners, LLC881$165K<0.01%13F-HRTimeline
Allworth Financial LP800$149K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.643$120K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…494$92.3K<0.01%+24413F-HRTimelineGroup
Beaird Harris Wealth Management, LLC418$78.1K<0.01%013F-HRTimeline
Westend Capital Management, LLC409$76.4K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.360$67.3K<0.01%013F-HRTimeline
Triumph Capital Management318$59.4K0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN262$48.9K<0.01%-16113F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV222$41.5K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…218$40.7K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd204$38.1K<0.01%+5613F-HRTimeline
Accordant Advisory Group Inc204$38.1K0.03%013F-HRTimeline
MATHER GROUP, LLC.180$33.6K<0.01%+113F-HRTimeline
Bank of New Hampshire155$29K0.01%013F-HRTimeline
Golden State Wealth Management, LLC154$28.8K<0.01%013F-HRTimeline
Larson Financial Group LLC139$25.9K<0.01%+113F-HRTimeline
AdvisorNet Financial, Inc125$23.4K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC116$21.7K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…98$18.3K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…68$12.7K<0.01%-3,57113F-HRTimelineGroup
Tower View Wealth Management LLC61$11.4K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC51$9.53K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…43$8.04K<0.01%013F-HRTimelineGroup
Silver Grove Financial Group, Inc.32$5.98K<0.01%new13F-HRTimeline
AlphaCore Capital LLC26$4.78K<0.01%+113F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC25$4.67K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC25$4.65K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.22$4.11K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC9$1.68K<0.01%-19113F-HRTimelineGroup