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Disclosery

QUS SPDR SERIES TRUST

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MSCI USA STRTGIC (fund)

177 managers (178 13F filers) reported a position in QUS shares at 2025-12-31, 7,278,348 shares in all. 8 filers opened a position and 15 filers sold out during the quarter.

Managers
177
13F filers
178
New
8
Added
58
Reduced
60
Sold out
15
Shares held by filers
7,278,348

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 Wealth2,032,514$353M0.4%-28,38913F-HRTimelineGroup
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…544,403$94.8M13.69%-12,80513F-HRTimelineGroup
SFMG, LLC527,047$91.8M6.16%+3,06913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/389,108$67.8M<0.01%-5,54813F-HRTimelineGroup
LPL Financial LLC333,050$58M0.02%+23,40213F-HRTimeline
Perennial Investment Advisors, LLC298,342$52M4.11%+34,34213F-HRTimeline
Private Advisor Group, LLC290,426$50.6M0.24%-5,91513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding198,695$34.6M-26,045Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC198,430$34.6M0.01%+18,73613F-HRTimelineGroup
Garrett Wealth Advisory Group, LLC178,546$31.1M5.88%+4,05713F-HRTimeline
Sage Mountain Advisors LLC169,798$29.6M1.57%-80213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY164,826$28.7M<0.01%-80,86713F-HR/ATimelineGroup
Howard Capital Management, LLC119,933$20.9M0.27%+55,11213F-HRTimeline
BIP Wealth, LLC108,545$18.9M0.67%new13F-HRTimeline
Great Point Wealth Advisors, LLC85,095$14.8M2.71%-3,80913F-HRTimeline
Presper Financial Architects, LLC79,528$13.9M7.83%+1,88913F-HRTimeline
Continuum Advisory, LLC72,311$12.6M1.26%-7,16613F-HRTimeline
Paul R. Ried Financial Group, LLC70,861$12.3M5.83%+86313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA68,329$11.9M<0.01%-813F-HRTimelineGroup
American Money Management, LLC67,674$11.8M1.85%+1,77413F-HRTimeline
Eagle Strategies LLC60,602$10.6M1.35%-1,56113F-HRTimeline
Marotta Asset Management57,571$10M1.86%+3,32013F-HRTimeline
Goodman Advisory Group, LLC56,311$9.81M2.41%+3,43713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…49,850$8.82M0.01%-62613F-HRTimeline
Cambridge Investment Research Advisors,…46,538$8.11M0.02%-5,47913F-HRTimeline
Hughes Financial Services, LLC43,886$7.64M1.2%-62613F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.39,723$6.92M0.15%+2,62813F-HRTimelineGroup
ARQ WEALTH ADVISORS, LLC39,018$6.8M1.83%+5,67913F-HRTimeline
Sharkey, Howes & Javer38,516$6.71M0.85%-11,37413F-HRTimeline
VISTA INVESTMENT MANAGEMENT38,251$6.66M2.2%+2,38313F-HRTimeline
NewEdge Advisors, LLC36,532$6.36M0.02%-4713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC35,931$6.26M<0.01%+3,23313F-HRTimelineGroup
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK33,356$5.81M0.77%-7,56213F-HRTimelineGroup
Quantinno Capital Management LP28,798$5.02M0.01%-68313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC28,420$4.95M0.01%+88113F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI27,624$4.81M0.26%-93013F-HRTimeline
Integrity Wealth Solutions LLC27,193$4.74M1.87%-51813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC25,608$4.46M0.11%-13,85813F-HRTimelineGroup
Elevation Capital Advisory, LLC22,608$3.94M1.61%+53013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC21,462$3.74M<0.01%-6,69213F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.19,967$3.48M0.2%-7813F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC17,690$3.08M0.01%+7613F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC16,149$2.81M0.13%-9,86613F-HRTimeline
Versant Capital Management, Inc16,061$2.8M0.35%+3413F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC13,369$2.33M0.18%+99313F-HRTimeline
Warner Group LLC13,021$2.27M1.4%-24513F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC12,449$2.17M0.13%+8213F-HRTimeline
Midwest Financial Network, LLC11,964$2.08M1.61%+6,15613F-HRTimeline
Strategic Financial Partners, Ltd.11,843$2.06M0.89%+1,03213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED11,137$1.95M0.13%+3,19813F-HRTimeline
McAdam, LLC11,077$1.93M0.09%-3713F-HRTimeline
Princeton Global Asset Management LLC11,073$1.93M0.31%+4313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC10,957$1.91M<0.01%-9,27913F-HR/ATimelineGroup
Allred Capital Management, LLC10,777$1.88M0.68%+17313F-HRTimeline
Goldstein Advisors, LLC10,770$1.88M0.21%-5713F-HRTimeline
Cetera Investment Advisers10,385$1.81M<0.01%-26213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP8,900$1.55M<0.01%-45,60013F-HRTimelineGroup
Riverpoint Wealth Management Holdings, …8,771$1.53M0.33%+7113F-HRTimeline
SENTINEL PENSION ADVISORS, LLC8,770$1.53M0.23%-7913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…8,732$1.52M0.05%-9713F-HRTimelineGroup
Selby Wealth Management, LLC8,588$1.5M0.6%13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,901$1.38M0.02%-2813F-HRTimelineGroup
IFP Advisors, Inc7,552$1.32M0.03%+6,02013F-HRTimeline
NorthRock Partners, LLC7,531$1.31M0.02%+1,13313F-HRTimeline
Cornerstone Wealth Management, LLC7,364$1.28M0.07%-29113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV7,355$1.28M<0.01%-42213F-HRTimeline
OLD MISSION CAPITAL LLC6,978$1.22M0.05%new13F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC6,397$1.11M0.09%013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT6,322$1.1M0.12%-1,21413F-HRTimeline
Wilkins Miller Wealth Management, LLC6,314$1.1M0.66%-75113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,898$1.03M0.01%-8513F-HRTimeline
Compound Planning, Inc.5,546$966K0.03%-42313F-HRTimeline
1620 INVESTMENT ADVISORS, INC.5,395$940K0.63%-9713F-HRTimeline
Detalus Advisors, LLC4,924$858K0.21%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC4,825$840K0.06%013F-HRTimeline
Alpha Zero LLC4,389$764K0.42%013F-HRTimeline
VICUS CAPITAL4,359$759K0.06%-34613F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC4,350$758K0.11%+15013F-HRTimelineGroup
ROCKLAND TRUST CO3,882$676K0.03%-5813F-HRTimeline
NWAM LLC3,792$674K0.04%+92913F-HRTimeline
Spinnaker Investment Group, LLC3,856$672K0.12%+21013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC3,656$637K0.5%13F-HRTimeline
GeoWealth Management, LLC3,634$633K0.02%-3,33013F-HRTimeline
Aptus Capital Advisors, LLC3,596$626K0.01%013F-HRTimeline
Financial Guidance Group, Inc.3,596$626K0.26%013F-HRTimeline
VestGen Advisors, LLC3,509$611K0.03%-1,70313F-HRTimeline
PRIVATE TRUST CO NA3,496$609K0.05%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.3,483$607K0.01%013F-HRTimelineGroup
Valtinson Bruner Financial Planning LLC3,452$601K0.17%+1713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP3,403$593K<0.01%013F-HR/ATimelineGroup
Opulen Financial Group LLC3,384$589K0.43%+2813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,333$581K<0.01%+1,42713F-HRTimelineGroup
Avant Capital LLC3,316$578K0.4%+1213F-HRTimeline
FMR LLCin group FMR LLC3,159$550K<0.01%+41413F-HRTimelineGroup
Royal Fund Management, LLC3,069$534K0.05%+84413F-HRTimeline
Sanctuary Advisors, LLC3,029$528K<0.01%-1313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,946$513K<0.01%-2,07313F-HRTimelineGroup
SK Wealth Management, LLC2,799$498K0.14%-58313F-HRTimeline
J. R. Prunier Capital Management LLC2,845$496K0.21%13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC2,838$489K<0.01%+93913F-HRTimelineGroup
True North Advisors, LLC2,593$452K0.06%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,592$451K0.02%+1513F-HRTimelineGroup
CFS Investment Advisory Services, LLC2,511$437K0.03%013F-HRTimeline
Integrated Advisors Network LLC2,458$428K0.02%+313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …2,438$425K0.01%013F-HRTimelineGroup
Merit Financial Group, LLC2,400$418K<0.01%-8,21313F-HRTimeline
Balance Wealth Partners LLC2,100$366K0.12%new13F-HRTimeline
Prosperity Consulting Group, LLC2,087$364K0.02%-25513F-HRTimeline
Collaborative Wealth Managment Inc.2,080$362K0.13%-2713F-HRTimeline
Mariner, LLCin group Mariner, LLC2,033$354K<0.01%+713F-HRTimelineGroup
EP Wealth Advisors, LLC1,988$346K<0.01%13F-HRTimeline
THEORY FINANCIAL LLC1,899$338K0.11%-9,96213F-HRTimeline
Lynx Investment Advisory1,926$335K0.18%+1613F-HRTimeline
PUREfi Wealth, LLC1,907$332K0.25%013F-HRTimeline
Worth Financial Advisory Group, LLC1,870$326K0.16%-9913F-HRTimeline
New England Private Wealth Advisors LLC1,821$317K0.04%+1513F-HR/ATimeline
Focus Financial Network, Inc.1,806$314K0.01%+413F-HRTimeline
CATALYST PRIVATE WEALTH, LLC1,802$314K0.14%013F-HRTimeline
ATLas Financial Planning LLC1,789$312K0.31%13F-HRTimeline
Cresset Asset Management, LLC1,787$311K<0.01%013F-HRTimeline
J.W. COLE ADVISORS, INC.1,777$309K0.01%-813F-HRTimeline
BAILARD, INC.1,766$308K0.01%013F-HRTimeline
Hobart Private Capital, LLC1,747$304K0.06%013F-HRTimeline
BAM Wealth Management, LLC1,739$303K0.22%-1,02213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,692$295K<0.01%-4313F-HRTimeline
Saxony Capital Management, LLC1,660$289K0.18%new13F-HRTimeline
AE Wealth Management LLC1,640$286K<0.01%+1,08813F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD1,604$279K0.04%13F-HRTimeline
Carnegie Investment Counsel1,601$279K0.01%013F-HRTimeline
Clear Harbor Asset Management, LLC1,581$276K0.02%-3013F-HRTimeline
Values Added Financial LLC1,581$275K0.12%013F-HRTimeline
Brown Financial Advisory1,501$261K0.13%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,474$257K<0.01%+64613F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.1,466$255K0.02%+113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC1,451$253K<0.01%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.1,446$252K0.01%-1513F-HRTimeline
Valmark Advisers, Inc.1,427$249K<0.01%013F-HRTimeline
Montis Financial, LLC1,409$245K0.05%013F-HRTimeline
IFG Advisory, LLC1,360$237K0.01%013F-HRTimeline
YHB Investment Advisors, Inc.1,308$228K0.02%013F-HRTimeline
John W. Brooker & Co., CPAs1,306$227K0.41%+1113F-HRTimeline
Arax Advisory Partners1,300$226K0.01%new13F-HRTimeline
Pinnacle Family Advisors, LLC1,294$225K0.1%new13F-HRTimeline
Sequoia Financial Advisors, LLC1,272$222K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,238$216K0.01%013F-HRTimeline
Wedmont Private Capital1,205$212K0.01%+1013F-HRTimeline
Maia Wealth LLC1,188$211K0.04%+813F-HRTimeline
Vantage Financial Partners, LLC1,200$209K0.04%+913F-HRTimeline
TFC Financial Management, Inc.1,193$208K0.03%013F-HRTimeline
Clark Asset Management, LLC1,180$206K0.02%013F-HRTimeline
BLAIR WILLIAM & CO/IL1,157$202K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,102$192K<0.01%-98113F-HR/ATimelineGroup
Global Retirement Partners, LLC1,043$182K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG634$110K<0.01%+59613F-HRTimelineGroup
CWM, LLCin group CWM, LLC450$78K<0.01%013F-HRTimelineGroup
Beaird Harris Wealth Management, LLC418$72.8K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.350$61K<0.01%013F-HRTimeline
Triumph Capital Management318$55.4K0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV222$38.7K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…218$38K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC200$34.8K<0.01%013F-HRTimelineGroup
Knuff & Co LLC188$32.7K0.01%013F-HRTimeline
Qube Research & Technologies Ltd169$29.4K<0.01%+7913F-HRTimeline
Bank of New Hampshire155$27K0.01%+1013F-HRTimeline
Golden State Wealth Management, LLC154$26.8K<0.01%013F-HRTimeline
Larson Financial Group LLC135$23.5K<0.01%+513F-HRTimeline
AdvisorNet Financial, Inc125$21.8K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC116$20.2K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO114$19.9K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\101$17.6K<0.01%+113F-HRTimelineGroup
Capital Investment Advisory Services, L…98$17.1K<0.01%013F-HRTimeline
Tower View Wealth Management LLC61$10.6K0.01%+113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…43$7.49K<0.01%013F-HRTimelineGroup
MARK SHEPTOFF FINANCIAL PLANNING, LLC30$5.23K<0.01%013F-HRTimeline
AlphaCore Capital LLC25$4.43K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC25$4.39K<0.01%-9,70713F-HRTimeline
LANARK FINANCIAL, INC.22$3.83K<0.01%013F-HRTimeline