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Disclosery

QUS SPDR SERIES TRUST

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MSCI USA STRTGIC (fund)

173 managers (174 13F filers) reported a position in QUS shares at 2025-06-30, 8,145,620 shares in all. 14 filers opened a position and 8 filers sold out during the quarter.

Managers
173
13F filers
174
New
14
Added
71
Reduced
49
Sold out
8
Shares held by filers
8,145,620

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 Wealth1,986,570$324M0.7%+67,97213F-HRTimelineGroup
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…568,476$92.7M15.85%-16,08213F-HR/ATimelineGroup
SFMG, LLC519,412$84.7M6.36%+2,12213F-HRTimeline
Private Advisor Group, LLC411,007$67M0.36%+5,69513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/394,815$64.4M0.01%+192,06213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding378,335$61.7M+36,776Timeline
LPL Financial LLC283,280$46.2M0.02%-7,74613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY254,010$41.4M<0.01%+5,84113F-HRTimelineGroup
Perennial Investment Advisors, LLC244,173$39.8M3.86%+27,02213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC238,262$38.9M3.03%-2,42713F-HR/ATimeline
Sage Mountain Advisors LLC187,074$30.5M1.99%-4,15913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC180,293$29.4M0.01%+11,66713F-HRTimelineGroup
Presper Financial Architects, LLC178,719$29.1M21.69%13F-HRTimeline
Garrett Wealth Advisory Group, LLC170,978$27.9M5.9%-8,15813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC140,287$22.9M0.01%+33,96713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…113,903$18.7M0.03%-18,16713F-HRTimeline
Strategic Blueprint, LLC96,371$15.7M0.77%-5,84113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA92,524$15.1M<0.01%+9,06313F-HR/ATimelineGroup
Continuum Advisory, LLC78,018$12.7M1.53%+84213F-HRTimeline
Cambridge Investment Research Advisors,…69,858$11.4M0.03%+17,62613F-HRTimeline
American Money Management, LLC65,951$10.8M1.9%+69613F-HRTimeline
Paul R. Ried Financial Group, LLC65,745$10.7M6.49%+3,44513F-HRTimeline
Eagle Strategies LLC62,669$10.2M1.56%+93313F-HRTimeline
WIN ADVISORS, INC55,442$9.04M4.36%new13F-HRTimeline
Sharkey, Howes & Javer55,409$9.04M1.21%+8,70113F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK54,057$8.82M1.2%-15,32713F-HRTimelineGroup
Marotta Asset Management53,889$8.79M1.76%-4,42713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC49,305$8.04M0.21%-1,55413F-HRTimelineGroup
Goodman Advisory Group, LLC47,222$7.7M2.62%-16,91413F-HRTimeline
Hughes Financial Services, LLC45,149$7.38M1.27%-26813F-HRTimeline
Howard Capital Management, LLC42,273$6.89M0.1%+19,51513F-HRTimeline
UBS Group AGin group UBS Group AG40,236$6.56M<0.01%+35,26313F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.37,582$6.13M0.15%+99613F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…36,604$5.97M0.31%+33,77913F-HRTimelineGroup
NewEdge Advisors, LLC36,337$5.93M0.03%+2,40513F-HRTimeline
VISTA INVESTMENT MANAGEMENT36,305$5.92M2.2%+7813F-HRTimeline
Quantinno Capital Management LP35,435$5.78M0.03%-6,70413F-HRTimeline
ARQ WEALTH ADVISORS, LLC33,953$5.32M1.83%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC29,790$4.86M0.23%+19713F-HRTimeline
Integrity Wealth Solutions LLC28,927$4.72M2.3%-36913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC28,312$4.62M0.01%+16413F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI28,061$4.58M0.28%+3,45213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC23,683$3.86M0.01%-27113F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP20,600$3.36M0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC20,505$3.34M0.01%+7,20013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.20,421$3.33M0.22%+36813F-HRTimelineGroup
Smartleaf Asset Management LLC19,364$3.14M0.28%+4,74113F-HRTimeline
Versant Capital Management, Inc16,027$2.61M0.4%+2613F-HRTimeline
THEORY FINANCIAL LLC15,235$2.48M0.94%-5,30613F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC12,367$2.02M0.14%+6213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,224$1.99M<0.01%new13F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED12,136$1.98M0.16%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC11,975$1.95M0.17%+47313F-HRTimeline
McAdam, LLC11,395$1.86M0.1%-41413F-HRTimeline
Princeton Global Asset Management LLC11,360$1.85M0.34%-50013F-HRTimeline
Goldstein Advisors, LLC11,275$1.84M0.25%-913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,853$1.77M<0.01%-41013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC10,663$1.74M<0.01%new13F-HRTimelineGroup
Strategic Financial Partners, Ltd.10,584$1.73M0.8%new13F-HRTimeline
Merit Financial Group, LLC10,444$1.7M0.02%+8,02313F-HRTimeline
Cetera Investment Advisers9,694$1.58M<0.01%+1,12713F-HRTimeline
Riverpoint Wealth Management Holdings, …9,430$1.54M0.36%-21913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,395$1.53M0.1%+4,23713F-HRTimelineGroup
Allred Capital Management, LLC9,202$1.5M0.56%+1,04913F-HRTimeline
SENTINEL PENSION ADVISORS, LLC9,173$1.5M0.25%+17913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…8,861$1.45M0.05%-9713F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV8,785$1.43M<0.01%+14813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,414$1.37M0.01%013F-HRTimelineGroup
Fort Point Capital Partners LLC8,172$1.33M0.13%+113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,929$1.29M0.02%-6,00713F-HRTimelineGroup
Cornerstone Wealth Management, LLC7,706$1.26M0.08%-85913F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT7,533$1.23M0.14%-10413F-HRTimeline
Compound Planning, Inc.7,287$1.19M0.04%new13F-HRTimeline
GeoWealth Management, LLC7,214$1.18M0.05%-12613F-HRTimeline
Wilkins Miller Wealth Management, LLC7,065$1.15M0.78%+64013F-HRTimeline
Hershey Financial Advisers, LLC6,507$1.06M0.95%13F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC6,438$1.05M0.1%-5913F-HRTimeline
1620 INVESTMENT ADVISORS, INC.6,103$995K0.71%+24413F-HRTimeline
Waterloo Capital, L.P.6,076$991K0.08%+2,26113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,649$921K<0.01%+1,13613F-HR/ATimelineGroup
VestGen Advisors, LLC5,167$846K0.03%+1,46413F-HRTimeline
Detalus Advisors, LLC4,924$803K0.23%-213F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC4,825$787K0.07%-20013F-HRTimeline
VICUS CAPITAL4,627$755K0.06%+9113F-HRTimeline
LANARK FINANCIAL, INC.4,398$717K0.06%+88513F-HRTimeline
Alpha Zero LLC4,389$716K0.47%013F-HRTimeline
Enterprise Bank & Trust Co4,360$711K0.27%013F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC4,000$652K0.14%+11513F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP3,958$646K<0.01%+21313F-HR/ATimelineGroup
EP Wealth Advisors, LLC3,712$605K<0.01%-46613F-HRTimeline
NorthRock Partners, LLC3,600$587K0.02%-2,62113F-HR/ATimeline
Aptus Capital Advisors, LLC3,596$586K0.01%013F-HRTimeline
Financial Guidance Group, Inc.3,596$586K0.28%013F-HRTimeline
PRIVATE TRUST CO NA3,496$570K0.05%-18413F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.3,483$568K0.01%013F-HRTimelineGroup
Valtinson Bruner Financial Planning LLC3,435$560K0.18%+1213F-HRTimeline
SK Wealth Management, LLC3,382$554K0.24%+2013F-HRTimeline
Opulen Financial Group LLC3,356$547K0.45%+813F-HRTimeline
Royal Fund Management, LLC3,333$544K0.06%-513F-HRTimeline
Avant Capital LLC3,202$522K0.41%+21613F-HRTimeline
NWAM LLC3,021$493K0.03%new13F-HR/ATimeline
Sanctuary Advisors, LLC2,982$486K<0.01%+18113F-HRTimeline
Integrated Advisors Network LLC2,955$482K0.02%-24413F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC2,765$451K0.17%+1513F-HRTimeline
FMR LLCin group FMR LLC2,741$447K<0.01%+24013F-HRTimelineGroup
True North Advisors, LLC2,593$423K0.08%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC2,535$413K0.01%+1413F-HRTimeline
CFS Investment Advisory Services, LLC2,511$410K0.03%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …2,508$409K0.01%013F-HRTimelineGroup
Prosperity Consulting Group, LLC2,342$382K0.03%+16413F-HRTimeline
TFC Financial Management, Inc.2,318$378K0.05%+1,12513F-HRTimeline
Mariner, LLCin group Mariner, LLC2,026$330K<0.01%+20013F-HRTimelineGroup
Collaborative Wealth Managment Inc.2,025$330K0.14%+21513F-HRTimeline
Graypoint LLC1,984$324K0.02%013F-HRTimeline
Worth Financial Advisory Group, LLC1,969$321K0.2%+113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,911$312K<0.01%new13F-HRTimeline
Lynx Investment Advisory1,910$312K0.2%+1113F-HRTimeline
PUREfi Wealth, LLC1,907$311K0.25%-92813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC1,899$310K<0.01%013F-HRTimelineGroup
RESOLUTE WEALTH ADVISOR, INC.1,804$310K0.18%13F-HRTimeline
Integrated Wealth Concepts LLC1,885$307K<0.01%-17213F-HRTimeline
Focus Financial Network, Inc.1,827$298K0.01%-1613F-HRTimeline
New England Private Wealth Advisors LLC1,806$296K0.04%+4413F-HRTimeline
CATALYST PRIVATE WEALTH, LLC1,802$294K0.13%013F-HRTimeline
Cresset Asset Management, LLC1,787$291K<0.01%new13F-HR/ATimeline
J.W. COLE ADVISORS, INC.1,785$291K0.01%new13F-HRTimeline
BAILARD, INC.1,766$288K0.01%013F-HRTimeline
Hobart Private Capital, LLC1,747$285K0.06%013F-HRTimeline
Brown Financial Advisory1,720$281K0.15%013F-HRTimeline
Clear Harbor Asset Management, LLC1,612$263K0.02%new13F-HRTimeline
Carnegie Investment Counsel1,601$261K0.01%new13F-HRTimeline
Values Added Financial LLC1,581$258K0.13%013F-HRTimeline
IFG Advisory, LLC1,560$254K0.01%013F-HRTimeline
First Horizon Advisors, Inc.1,435$234K0.01%+9913F-HRTimeline
Valmark Advisers, Inc.1,427$233K<0.01%013F-HRTimeline
Montis Financial, LLC1,409$230K0.06%013F-HRTimeline
B. Riley Wealth Advisors, Inc.1,386$226K0.01%-10713F-HRTimeline
YHB Investment Advisors, Inc.1,308$213K0.02%new13F-HRTimeline
John W. Brooker & Co., CPAs1,295$213K0.5%-8,89313F-HRTimeline
Summit X, LLC1,300$212K0.04%013F-HRTimeline
Gladstone Institutional Advisory LLC1,279$209K0.01%-92413F-HRTimeline
Sequoia Financial Advisors, LLC1,272$207K<0.01%-18813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,257$205K<0.01%+75713F-HRTimeline
BLAIR WILLIAM & CO/IL1,251$204K<0.01%+9413F-HRTimeline
IFP Advisors, Inc1,216$198K0.01%+11613F-HRTimeline
Global Retirement Partners, LLC1,043$170K<0.01%13F-HRTimeline
COMERICA BANK1,009$165K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV930$152K0.01%-18313F-HRTimeline
Geneos Wealth Management Inc.871$142K<0.01%-20,10413F-HRTimeline
AE Wealth Management LLC565$92.1K<0.01%+15713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC550$89.7K<0.01%-413F-HRTimelineGroup
CWM, LLCin group CWM, LLC450$73K<0.01%013F-HRTimelineGroup
Wood Tarver Financial Group, LLC447$72K0.02%+28313F-HRTimeline
Beaird Harris Wealth Management, LLC418$68.2K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.350$57.1K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN308$50.2K<0.01%+30813F-HRTimelineGroup
Steward Partners Investment Advisory, L…218$35.6K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC200$32.6K<0.01%-7013F-HRTimelineGroup
Parkworth Wealth Management, Inc.194$31.6K0.02%013F-HRTimeline
Knuff & Co LLC188$30.7K0.01%-11713F-HRTimeline
AMERICAN NATIONAL BANK & TRUST160$26.1K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC154$25.1K<0.01%013F-HRTimeline
Bank of New Hampshire145$23.6K0.01%+12013F-HRTimeline
Larson Financial Group LLC130$21.2K<0.01%+113F-HRTimeline
AdvisorNet Financial, Inc125$20.4K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC116$18.9K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO114$18.6K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…98$16K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd83$13.5K<0.01%-113F-HRTimeline
Tower View Wealth Management LLC60$9.85K0.01%-7413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…43$7.01K<0.01%013F-HRTimelineGroup
MARK SHEPTOFF FINANCIAL PLANNING, LLC30$4.89K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.