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Disclosery

QUS SPDR SERIES TRUST

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MSCI USA STRTGIC (fund)

165 managers (166 13F filers) reported a position in QUS shares at 2025-03-31, 7,594,171 shares in all. 16 filers opened a position and 13 filers sold out during the quarter.

Managers
165
13F filers
166
New
16
Added
46
Reduced
52
Sold out
13
Shares held by filers
7,594,171

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 Wealth1,918,598$301M0.75%+36,61813F-HR/ATimelineGroup
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…584,558$91.6M17.66%-23,54713F-HR/ATimelineGroup
SFMG, LLC517,290$81.1M6.4%+2,68713F-HRTimeline
Private Advisor Group, LLC405,312$63.5M0.38%+75,84213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding341,559$53.5M-48,016Timeline
LPL Financial LLC291,026$45.6M0.02%+21,27813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY248,169$38.9M<0.01%+3,20513F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC240,689$37.7M3.23%-6313F-HR/ATimeline
Perennial Investment Advisors, LLC217,151$34M3.83%+13,37013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/202,753$31.8M<0.01%-1,57813F-HRTimelineGroup
Sage Mountain Advisors LLC191,233$30M2.21%-21813F-HRTimeline
Garrett Wealth Advisory Group, LLC179,136$28.1M6.28%+7,99813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC168,626$26.4M0.01%-2,61313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…132,070$20.7M0.04%+4,00713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC106,320$16.7M0.01%-41,43613F-HRTimelineGroup
Strategic Blueprint, LLC102,212$16M0.87%+12,75713F-HRTimeline
Great Point Wealth Advisors, LLC96,974$15.2M3.29%-84413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA83,461$13.1M<0.01%-8,06913F-HR/ATimelineGroup
Continuum Advisory, LLC77,176$12.1M1.56%+1,28713F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK69,384$10.9M1.59%-19,12013F-HR/ATimelineGroup
American Money Management, LLC65,255$10.2M1.94%+2,23913F-HRTimeline
Goodman Advisory Group, LLC64,136$10M3.06%+28013F-HR/ATimeline
Paul R. Ried Financial Group, LLC62,300$9.76M6.8%+3,20613F-HRTimeline
Eagle Strategies LLC61,736$9.67M1.68%-43413F-HRTimeline
Marotta Asset Management58,316$9.19M1.8%+3,61213F-HRTimeline
Cambridge Investment Research Advisors,…52,232$8.18M0.03%+22,88113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC50,859$7.97M0.24%-2,33413F-HRTimelineGroup
Sharkey, Howes & Javer46,708$7.32M1.05%+2,16913F-HRTimeline
Hughes Financial Services, LLC45,417$7.11M1.39%-1,62613F-HRTimeline
Quantinno Capital Management LP42,139$6.6M0.04%+77913F-HRTimeline
Bouvel Investment Partners, LLC37,019$5.83M2.19%+47613F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.36,586$5.73M0.15%+59013F-HRTimelineGroup
VISTA INVESTMENT MANAGEMENT36,227$5.68M2.22%+813F-HRTimeline
ARQ WEALTH ADVISORS, LLC33,953$5.32M1.97%+4,82013F-HRTimeline
NewEdge Advisors, LLC33,932$5.32M0.03%-1,49413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC29,593$4.64M0.24%+3,01313F-HRTimeline
Integrity Wealth Solutions LLC29,296$4.59M2.49%-44913F-HRTimeline
Elevation Capital Advisory, LLC28,671$4.49M1.96%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC28,148$4.41M0.01%-1,91113F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI24,609$3.86M0.21%+2,68713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC23,954$3.75M0.01%-1,55613F-HRTimelineGroup
Howard Capital Management, LLC22,758$3.57M0.09%+4,47213F-HRTimeline
Geneos Wealth Management Inc.20,975$3.29M0.05%+8,29613F-HRTimeline
THEORY FINANCIAL LLC20,541$3.22M1.36%-80013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.20,053$3.14M0.23%+1,32413F-HRTimelineGroup
Versant Capital Management, Inc16,001$2.51M0.42%013F-HRTimeline
Smartleaf Asset Management LLC14,623$2.27M0.22%-6,72113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.13,936$2.18M0.03%+8,56313F-HRTimelineGroup
Janney Montgomery Scott LLC13,305$2.08M0.01%-9,54113F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC12,305$1.93M0.15%013F-HRTimeline
Princeton Global Asset Management LLC11,860$1.86M0.37%+90313F-HRTimeline
McAdam, LLC11,809$1.85M0.11%-26813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC11,502$1.8M0.18%+26013F-HRTimeline
Goldstein Advisors, LLC11,284$1.77M0.26%-1513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,263$1.76M<0.01%013F-HRTimelineGroup
John W. Brooker & Co., CPAs10,188$1.6M0.66%-15613F-HRTimeline
Riverpoint Wealth Management Holdings, …9,649$1.51M0.39%013F-HRTimeline
Sandy Spring Bank9,207$1.44M0.06%013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC8,994$1.41M0.26%-13013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…8,958$1.4M0.06%-2,10813F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV8,637$1.35M<0.01%-57413F-HRTimeline
Cetera Investment Advisers8,567$1.34M<0.01%+1,12413F-HRTimeline
Cornerstone Wealth Management, LLC8,565$1.34M0.09%-81113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,414$1.32M0.01%-3613F-HRTimelineGroup
Fort Point Capital Partners LLC8,171$1.28M0.14%+10013F-HRTimeline
Allred Capital Management, LLC8,153$1.28M0.51%+7513F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT7,637$1.2M0.15%-9313F-HRTimeline
GeoWealth Management, LLC7,340$1.15M0.05%-15413F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC6,497$1.02M0.1%-2613F-HRTimeline
Wilkins Miller Wealth Management, LLC6,425$1.01M0.76%new13F-HRTimeline
NorthRock Partners, LLC6,221$975K0.03%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.5,859$918K0.7%+10713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,158$808K0.05%-2,45813F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC5,025$787K0.07%-36013F-HRTimeline
UBS Group AGin group UBS Group AG4,973$779K<0.01%+4,83713F-HRTimelineGroup
Detalus Advisors, LLC4,926$772K0.24%013F-HRTimeline
VICUS CAPITAL4,536$711K0.07%-62113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,513$707K<0.01%+2,19713F-HRTimelineGroup
Alpha Zero LLC4,389$688K0.52%013F-HRTimeline
Enterprise Bank & Trust Co4,360$683K0.26%013F-HRTimeline
EP Wealth Advisors, LLC4,178$655K0.01%new13F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC3,885$609K0.14%+6513F-HRTimelineGroup
Waterloo Capital, L.P.3,815$598K0.06%-1,48713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP3,745$587K<0.01%+1,70713F-HRTimelineGroup
VestGen Advisors, LLC3,703$580K0.03%13F-HRTimeline
PRIVATE TRUST CO NA3,680$577K0.06%+18413F-HRTimeline
Aptus Capital Advisors, LLC3,596$563K0.01%013F-HRTimeline
Financial Guidance Group, Inc.3,596$563K0.3%013F-HRTimeline
LANARK FINANCIAL, INC.3,513$550K0.05%+3,50913F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.3,483$546K0.01%-1,00013F-HRTimelineGroup
Valtinson Bruner Financial Planning LLC3,423$536K0.18%013F-HRTimeline
Opulen Financial Group LLC3,348$525K0.48%013F-HRTimeline
Royal Fund Management, LLC3,338$524K0.06%-1913F-HRTimeline
Integrated Advisors Network LLC3,199$501K0.03%-2313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,172$497K0.01%+2,37613F-HRTimelineGroup
SK Wealth Management, LLC3,362$489K0.26%013F-HRTimeline
Avant Capital LLC2,986$468K0.39%-413F-HRTimeline
PUREfi Wealth, LLC2,835$444K0.44%new13F-HRTimeline
Sanctuary Advisors, LLC2,801$439K<0.01%+6013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,825$438K0.02%-37,09813F-HRTimelineGroup
Retireful, LLC157$437K0.42%new13F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC2,750$435K0.17%-35013F-HRTimeline
True North Advisors, LLC2,593$406K0.07%new13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC2,521$395K0.01%-113F-HRTimeline
CFS Investment Advisory Services, LLC2,511$393K0.03%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …2,508$393K0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC2,501$392K<0.01%+35613F-HRTimelineGroup
Merit Financial Group, LLC2,421$379K0.01%-4413F-HRTimeline
Gladstone Institutional Advisory LLC2,203$345K0.02%-84813F-HRTimeline
Prosperity Consulting Group, LLC2,178$341K0.03%013F-HRTimeline
Integrated Wealth Concepts LLC2,057$322K<0.01%-15713F-HRTimeline
Virtue Capital Management, LLC2,015$315K0.04%new13F-HRTimeline
Graypoint LLC1,984$311K0.02%013F-HRTimeline
Worth Financial Advisory Group, LLC1,968$308K0.2%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC1,899$298K<0.01%013F-HRTimelineGroup
Lynx Investment Advisory1,899$298K0.2%013F-HRTimeline
Focus Financial Network, Inc.1,843$289K0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC1,826$286K<0.01%013F-HRTimelineGroup
Collaborative Wealth Managment Inc.1,810$284K0.13%-79513F-HRTimeline
CATALYST PRIVATE WEALTH, LLC1,802$282K0.14%013F-HRTimeline
BAILARD, INC.1,766$277K0.01%013F-HRTimeline
New England Private Wealth Advisors LLC1,762$276K0.04%+5613F-HRTimeline
Empowered Funds, LLC1,771$275K<0.01%new13F-HRTimeline
Hobart Private Capital, LLC1,747$274K0.07%-2713F-HRTimeline
Brown Financial Advisory1,720$270K0.17%new13F-HRTimeline
Values Added Financial LLC1,581$248K0.14%013F-HRTimeline
IFG Advisory, LLC1,560$244K0.01%013F-HRTimeline
B. Riley Wealth Advisors, Inc.1,493$234K0.01%+9113F-HRTimeline
Sequoia Financial Advisors, LLC1,460$229K<0.01%013F-HRTimeline
Valmark Advisers, Inc.1,427$224K<0.01%+8713F-HRTimeline
Montis Financial, LLC1,409$221K0.06%013F-HRTimeline
First Horizon Advisors, Inc.1,336$209K0.01%013F-HRTimeline
Summit X, LLC1,300$204K0.04%013F-HRTimeline
TFC Financial Management, Inc.1,193$187K0.03%013F-HRTimeline
BLAIR WILLIAM & CO/IL1,157$181K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,113$174K0.01%-29213F-HRTimeline
IFP Advisors, Inc1,100$172K0.01%-12513F-HRTimeline
COMERICA BANK1,009$158K<0.01%013F-HRTimeline
CENTRAL TRUST Co630$98.7K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC554$85.8K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC500$78.3K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC450$71K<0.01%013F-HRTimelineGroup
Beaird Harris Wealth Management, LLC418$65.5K0.01%013F-HRTimeline
AE Wealth Management LLC408$63.9K<0.01%+36013F-HRTimeline
HARBOUR INVESTMENTS, INC.350$54.8K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp305$47.8K<0.01%new13F-HRTimelineGroup
Knuff & Co LLC305$47.8K0.02%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC270$42.3K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…218$34.2K<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.194$30.4K0.02%013F-HRTimeline
Wood Tarver Financial Group, LLC164$25.6K0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST160$25.1K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC154$24.1K<0.01%013F-HR/ATimeline
Tower View Wealth Management LLC134$21K0.01%new13F-HRTimeline
Larson Financial Group LLC129$20.2K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc125$19.6K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC116$18.2K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO114$17.9K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…98$15.4K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd84$13.2K<0.01%-1213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…43$6.74K<0.01%new13F-HRTimelineGroup
MARK SHEPTOFF FINANCIAL PLANNING, LLC30$4.7K<0.01%013F-HRTimeline
Bank of New Hampshire25$3.92K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$50<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-15313F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.