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Disclosery

QUS SPDR SERIES TRUST

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MSCI USA STRTGIC (fund)

179 managers (180 13F filers) reported a position in QUS shares at 2025-09-30, 7,461,241 shares in all. 19 filers opened a position and 9 filers sold out during the quarter.

Managers
179
13F filers
180
New
19
Added
38
Reduced
64
Sold out
9
Shares held by filers
7,461,241

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 Wealth2,060,903$353M0.57%+74,33313F-HRTimelineGroup
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…557,208$95.4M14.76%-11,26813F-HRTimelineGroup
SFMG, LLC523,978$89.7M6.22%+4,56613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/394,656$67.6M0.01%-15913F-HR/ATimelineGroup
LPL Financial LLC309,648$53M0.02%+26,36813F-HRTimeline
Private Advisor Group, LLC296,341$50.7M0.25%-114,66613F-HRTimeline
Perennial Investment Advisors, LLC264,000$45.2M3.73%+19,82713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY245,693$42.1M<0.01%-8,31713F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding224,740$38.5M-153,595Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC179,694$30.8M0.01%-59913F-HRTimelineGroup
Garrett Wealth Advisory Group, LLC174,489$29.9M5.82%+3,51113F-HRTimeline
Sage Mountain Advisors LLC170,600$29.2M1.67%-16,47413F-HRTimeline
Strategic Blueprint, LLC107,676$18.4M0.8%+11,30513F-HRTimeline
Great Point Wealth Advisors, LLC88,904$15.2M2.86%13F-HRTimeline
Continuum Advisory, LLC79,477$13.6M1.44%+1,45913F-HRTimeline
Presper Financial Architects, LLC77,639$13.3M7.71%-101,08013F-HRTimeline
Paul R. Ried Financial Group, LLC69,998$12M6.06%+4,25313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA68,337$11.7M<0.01%-24,18713F-HRTimelineGroup
American Money Management, LLC65,900$11.3M1.88%-5113F-HRTimeline
Howard Capital Management, LLC64,821$11.1M0.15%+22,54813F-HRTimeline
Eagle Strategies LLC62,163$10.6M1.42%-50613F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP54,500$9.33M0.01%+33,90013F-HRTimelineGroup
Marotta Asset Management54,251$9.31M1.75%+36213F-HRTimeline
Goodman Advisory Group, LLC52,874$9.05M2.25%+5,65213F-HRTimeline
Cambridge Investment Research Advisors,…52,017$8.9M0.02%-17,84113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…50,476$8.68M0.01%-63,42713F-HRTimeline
Sharkey, Howes & Javer49,890$8.54M1.1%-5,51913F-HRTimeline
Hughes Financial Services, LLC44,512$7.67M1.22%-63713F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK40,918$7.01M0.9%-13,13913F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC39,466$6.76M0.16%-9,83913F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.37,095$6.35M0.15%-48713F-HRTimelineGroup
NewEdge Advisors, LLC36,579$6.26M0.03%+24213F-HRTimeline
VISTA INVESTMENT MANAGEMENT35,868$6.14M2.14%-43713F-HRTimeline
ARQ WEALTH ADVISORS, LLC33,339$5.71M1.69%-61413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC32,698$5.6M<0.01%-107,58913F-HRTimelineGroup
Quantinno Capital Management LP29,481$5.05M0.01%-5,95413F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI28,554$4.89M0.28%+49313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC28,154$4.82M0.01%-15813F-HRTimeline
PFG Private Wealth Management, LLC27,711$4.74M2.12%new13F-HRTimeline
Integrity Wealth Solutions LLC27,711$4.74M2.12%-1,21613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC27,539$4.71M0.01%+3,85613F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC26,015$4.45M0.19%-3,77513F-HRTimeline
FLOW TRADERS U.S. LLC24,066$4.12M0.17%new13F-HRTimeline
Elevation Capital Advisory, LLC22,078$3.78M1.51%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC20,236$3.46M<0.01%+9,57313F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.20,045$3.43M0.21%-37613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,915$3.07M<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC17,614$3.02M0.01%+9,20013F-HRTimelineGroup
Versant Capital Management, Inc16,027$2.74M0.37%013F-HRTimeline
Warner Group LLC13,266$2.27M1.56%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC12,376$2.12M0.18%+40113F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC12,367$2.12M0.13%013F-HRTimeline
THEORY FINANCIAL LLC11,861$2.04M0.72%-3,37413F-HRTimeline
McAdam, LLC11,114$1.9M0.09%-28113F-HRTimeline
Princeton Global Asset Management LLC11,030$1.89M0.31%-33013F-HRTimeline
Goldstein Advisors, LLC10,827$1.85M0.23%-44813F-HRTimeline
Strategic Financial Partners, Ltd.10,811$1.85M0.85%+22713F-HRTimeline
Cetera Investment Advisers10,647$1.82M<0.01%+95313F-HRTimeline
Merit Financial Group, LLC10,613$1.82M0.02%+16913F-HR/ATimeline
Allred Capital Management, LLC10,604$1.82M0.63%+1,40213F-HRTimeline
Smartleaf Asset Management LLC9,732$1.66M0.1%-9,63213F-HRTimeline
SENTINEL PENSION ADVISORS, LLC8,849$1.51M0.24%-32413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…8,829$1.51M0.05%-3213F-HRTimelineGroup
Riverpoint Wealth Management Holdings, …8,700$1.49M0.33%-73013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED7,939$1.36M0.1%-4,19713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,929$1.36M0.02%013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV7,777$1.33M<0.01%-1,00813F-HRTimeline
Cornerstone Wealth Management, LLC7,655$1.31M0.07%-5113F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT7,536$1.29M0.15%+313F-HRTimeline
Wilkins Miller Wealth Management, LLC7,065$1.21M0.75%013F-HRTimeline
GeoWealth Management, LLC6,964$1.19M0.04%-25013F-HRTimeline
NorthRock Partners, LLC6,398$1.1M0.02%+2,79813F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC6,397$1.1M0.09%-4113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,983$1.02M0.01%+4,72613F-HRTimeline
Compound Planning, Inc.5,969$1.02M0.03%-1,31813F-HRTimeline
Midwest Financial Network, LLC5,808$994K0.81%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.5,492$940K0.64%-61113F-HRTimeline
VestGen Advisors, LLC5,212$892K0.03%+4513F-HRTimeline
Detalus Advisors, LLC4,924$843K0.22%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,019$843K<0.01%-63013F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC4,825$826K0.06%013F-HRTimeline
VICUS CAPITAL4,705$805K0.06%+7813F-HRTimeline
Alpha Zero LLC4,389$751K0.44%013F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC4,200$719K0.12%+20013F-HRTimelineGroup
ROCKLAND TRUST CO3,940$675K0.03%new13F-HRTimeline
Spinnaker Investment Group, LLC3,646$624K0.12%new13F-HRTimeline
Aptus Capital Advisors, LLC3,596$616K0.01%013F-HRTimeline
Financial Guidance Group, Inc.3,596$616K0.28%013F-HRTimeline
PRIVATE TRUST CO NA3,496$599K0.05%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.3,483$596K0.01%013F-HRTimelineGroup
Valtinson Bruner Financial Planning LLC3,435$588K0.17%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP3,403$583K<0.01%-55513F-HRTimelineGroup
SK Wealth Management, LLC3,382$580K0.22%013F-HRTimeline
Opulen Financial Group LLC3,356$575K0.44%013F-HRTimeline
Avant Capital LLC3,304$566K0.4%+10213F-HRTimeline
Sanctuary Advisors, LLC3,042$521K<0.01%+6013F-HR/ATimeline
NWAM LLC2,863$492K0.03%-15813F-HR/ATimeline
PALO ALTO WEALTH ADVISORS, LLC2,765$479K0.14%013F-HRTimeline
BAM Wealth Management, LLC2,761$473K0.37%13F-HRTimeline
FMR LLCin group FMR LLC2,745$470K<0.01%+413F-HRTimelineGroup
True North Advisors, LLC2,593$444K0.07%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,577$441K0.03%-34,02713F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC2,570$440K0.01%+3513F-HRTimeline
CFS Investment Advisory Services, LLC2,511$434K0.03%013F-HRTimeline
Integrated Advisors Network LLC2,455$420K0.02%-50013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …2,438$417K0.01%-7013F-HRTimelineGroup
Prosperity Consulting Group, LLC2,342$401K0.02%013F-HRTimeline
Royal Fund Management, LLC2,225$381K0.05%-1,10813F-HRTimeline
Collaborative Wealth Managment Inc.2,107$361K0.15%+8213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,083$357K<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC2,026$347K<0.01%013F-HRTimelineGroup
Worth Financial Advisory Group, LLC1,969$337K0.19%013F-HRTimeline
Lynx Investment Advisory1,910$327K0.2%013F-HRTimeline
PUREfi Wealth, LLC1,907$326K0.25%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,906$326K<0.01%-8,94713F-HR/ATimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC1,899$325K<0.01%013F-HRTimelineGroup
New England Private Wealth Advisors LLC1,806$309K0.04%013F-HRTimeline
Focus Financial Network, Inc.1,802$309K0.01%-2513F-HRTimeline
CATALYST PRIVATE WEALTH, LLC1,802$309K0.14%013F-HRTimeline
Cresset Asset Management, LLC1,787$306K<0.01%013F-HR/ATimeline
J.W. COLE ADVISORS, INC.1,785$306K0.01%013F-HRTimeline
BAILARD, INC.1,766$302K0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,764$302K0.01%new13F-HRTimelineGroup
Hobart Private Capital, LLC1,747$299K0.06%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,735$297K<0.01%-17613F-HRTimeline
Integrated Wealth Concepts LLC1,731$296K<0.01%-15413F-HRTimeline
Clear Harbor Asset Management, LLC1,611$276K0.02%-113F-HR/ATimeline
Carnegie Investment Counsel1,601$274K0.01%013F-HRTimeline
Values Added Financial LLC1,581$271K0.12%013F-HRTimeline
IFP Advisors, Inc1,532$262K0.01%+31613F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…1,507$258K<0.01%-10,71713F-HRTimelineGroup
Brown Financial Advisory1,501$257K0.13%-21913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.1,465$251K0.01%-7,93013F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.1,461$250K0.01%+7513F-HRTimeline
Valmark Advisers, Inc.1,427$244K<0.01%013F-HRTimeline
Montis Financial, LLC1,409$241K0.06%013F-HRTimeline
IFG Advisory, LLC1,360$233K0.01%-20013F-HRTimeline
YHB Investment Advisors, Inc.1,308$224K0.02%013F-HRTimeline
John W. Brooker & Co., CPAs1,295$222K0.45%013F-HRTimeline
Sequoia Financial Advisors, LLC1,272$218K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,238$212K0.01%+36713F-HRTimeline
Wedmont Private Capital1,195$205K0.01%new13F-HRTimeline
TFC Financial Management, Inc.1,193$204K0.03%-1,12513F-HRTimeline
Vantage Financial Partners, LLC1,191$204K0.04%new13F-HRTimeline
Maia Wealth LLC1,180$203K0.03%new13F-HRTimeline
Clark Asset Management, LLC1,180$202K0.02%new13F-HRTimeline
BLAIR WILLIAM & CO/IL1,157$198K<0.01%-9413F-HRTimeline
Global Retirement Partners, LLC1,043$179K<0.01%013F-HRTimeline
COMERICA BANK1,009$173K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN828$142K<0.01%+52013F-HRTimelineGroup
AE Wealth Management LLC552$94.5K<0.01%-1313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC550$94.2K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC450$77K<0.01%013F-HRTimelineGroup
Beaird Harris Wealth Management, LLC418$71.6K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.350$59.9K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…232$39.7K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV222$38K<0.01%-70813F-HRTimeline
Steward Partners Investment Advisory, L…218$37.3K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC200$34.2K<0.01%013F-HRTimelineGroup
Knuff & Co LLC188$32.2K0.01%013F-HRTimeline
MMA ASSET MANAGEMENT LLC168$28.8K0.01%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST160$27.4K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC154$26.4K<0.01%013F-HRTimeline
Bank of New Hampshire145$24.8K0.01%013F-HRTimeline
Larson Financial Group LLC130$22.2K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc125$21.4K<0.01%013F-HRTimeline
Advisory Services Network, LLC116$19.9K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC116$19.9K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO114$19.5K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\100$17.1K<0.01%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…98$16.8K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd90$15.4K<0.01%+713F-HRTimeline
Tower View Wealth Management LLC60$10.3K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…43$7.36K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG38$6.51K<0.01%-40,19813F-HRTimelineGroup
Cornerstone Planning Group LLC221$5.56K<0.01%new13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC30$5.14K<0.01%013F-HRTimeline
AlphaCore Capital LLC25$4.32K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.22$3.77K<0.01%-4,37613F-HRTimeline