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Disclosery

QUS SPDR SERIES TRUST

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MSCI USA STRTGIC (fund)

188 managers (189 13F filers) reported a position in QUS shares at 2026-03-31, 6,870,749 shares in all. 26 filers opened a position and 16 filers sold out during the quarter.

Managers
188
13F filers
189
New
26
Added
38
Reduced
72
Sold out
16
Shares held by filers
6,870,749

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 Wealth2,056,355$353M0.39%+23,84113F-HRTimelineGroup
SFMG, LLC541,590$93M6.37%+14,54313F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…537,883$92.3M13.48%-6,52013F-HRTimelineGroup
LPL Financial LLC352,798$60.6M0.02%+19,74813F-HRTimeline
Perennial Investment Advisors, LLC317,764$54.5M4.35%+19,42213F-HRTimeline
Private Advisor Group, LLC268,245$46M0.22%-22,18113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/220,498$37.8M<0.01%-168,61013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding213,361$36.6M+14,666Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC203,948$35M0.01%+5,51813F-HR/ATimelineGroup
Sage Mountain Advisors LLC168,022$28.8M2.02%-1,77613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY125,070$21.5M<0.01%-39,75613F-HRTimelineGroup
BIP Wealth, LLC106,132$18.2M0.74%-2,41313F-HRTimeline
Great Point Wealth Advisors, LLC84,481$14.5M2.68%-61413F-HRTimeline
Paul R. Ried Financial Group, LLC73,994$12.7M5.9%+3,13313F-HRTimeline
Continuum Advisory, LLC73,503$12.6M1.21%+1,19213F-HRTimeline
American Money Management, LLC69,812$12M1.9%+2,13813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA67,324$11.6M<0.01%-1,00513F-HRTimelineGroup
Marotta Asset Management66,803$11.5M2.12%+9,23213F-HRTimeline
Eagle Strategies LLC58,040$9.96M1.19%-2,56213F-HRTimeline
Garrett Wealth Advisory Group, LLC56,836$9.76M1.73%-121,71013F-HRTimeline
Goodman Advisory Group, LLC55,742$9.57M2.48%-56913F-HRTimeline
Kingsview Wealth Management, LLC43,811$7.52M0.1%new13F-HRTimeline
Hughes Financial Services, LLC43,559$7.48M1.15%-32713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC43,272$7.43M<0.01%+7,34113F-HRTimelineGroup
ARQ WEALTH ADVISORS, LLC42,357$7.27M1.31%+3,33913F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.39,717$6.82M0.15%-613F-HRTimelineGroup
NewEdge Advisors, LLC37,355$6.41M0.02%+82313F-HR/ATimeline
VISTA INVESTMENT MANAGEMENT37,262$6.4M2.14%-98913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…33,498$5.79M0.01%-16,35213F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK30,628$5.26M0.74%-2,72813F-HRTimelineGroup
Cambridge Investment Research Advisors,…30,260$5.19M0.01%-16,27813F-HRTimeline
Sharkey, Howes & Javer29,424$5.05M0.68%-9,09213F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI29,260$5.02M0.23%+1,63613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC27,663$4.75M0.01%-75713F-HRTimelineGroup
Quantinno Capital Management LP26,405$4.53M0.01%-2,39313F-HRTimeline
Elevation Capital Advisory, LLC25,881$4.44M1.89%+3,27313F-HRTimeline
Integrity Wealth Solutions LLC24,867$4.27M1.68%-2,32613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC24,695$4.24M0.1%-91313F-HRTimelineGroup
Midwest Financial Network, LLC21,689$3.72M2.96%+9,72513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC21,395$3.67M0.01%-6713F-HRTimeline
Strategic Financial Partners, Ltd.21,318$3.66M1.58%+9,47513F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.19,897$3.42M0.19%-7013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC17,337$2.98M0.01%-35313F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC15,585$2.67M0.12%-56413F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC13,484$2.31M0.18%+11513F-HRTimeline
Warner Group LLC12,902$2.21M1.45%-11913F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC12,145$2.08M0.13%-30413F-HRTimeline
Versant Capital Management, Inc11,850$2.03M0.2%-4,21113F-HRTimeline
Allred Capital Management, LLC11,001$1.89M0.69%+22413F-HRTimeline
McAdam, LLC10,824$1.86M0.08%-25313F-HRTimeline
Goldstein Advisors, LLC10,734$1.84M0.2%-3613F-HRTimeline
Cetera Investment Advisers10,349$1.78M<0.01%-3613F-HRTimeline
NWAM LLC10,278$1.76M0.1%+6,48613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,074$1.73M<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,751$1.67M<0.01%new13F-HRTimelineGroup
Ethic Inc.9,439$1.62M0.03%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.9,040$1.55M0.02%+1,13913F-HRTimelineGroup
SENTINEL PENSION ADVISORS, LLC8,681$1.49M0.22%-8913F-HRTimeline
Presper Financial Architects, LLC8,654$1.49M0.88%-70,87413F-HRTimeline
Selby Wealth Management, LLC8,548$1.47M0.58%-4013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,235$1.41M<0.01%+88013F-HRTimeline
Riverpoint Wealth Management Holdings, …8,151$1.4M0.3%-62013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…7,978$1.37M0.04%-75413F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,520$1.29M0.01%+1,62213F-HRTimeline
Cornerstone Wealth Management, LLC7,282$1.25M0.06%-8213F-HRTimeline
IFP Advisors, Inc7,141$1.23M0.03%-41113F-HRTimeline
NorthRock Partners, LLC6,777$1.16M0.02%-75413F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC6,324$1.09M0.09%-7313F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT6,301$1.08M0.12%-2113F-HRTimeline
Wilkins Miller Wealth Management, LLC6,294$1.08M0.65%-2013F-HRTimeline
Independent Advisor Alliance6,219$1.07M0.01%new13F-HRTimeline
Compound Planning, Inc.5,453$936K0.03%-9313F-HRTimeline
1620 INVESTMENT ADVISORS, INC.5,290$908K0.61%-10513F-HRTimeline
Dynamic Advisor Solutions LLC4,989$856K0.03%new13F-HRTimeline
Princeton Global Asset Management LLC4,965$852K0.14%-6,10813F-HRTimeline
Detalus Advisors, LLC4,924$845K0.19%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC4,825$828K0.06%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,817$827K<0.01%new13F-HRTimelineGroup
VestGen Advisors, LLC4,157$761K0.02%+64813F-HRTimeline
Alpha Zero LLC4,389$753K0.38%013F-HRTimeline
VICUS CAPITAL4,359$748K0.06%013F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC4,350$747K0.1%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,978$670K<0.01%+64513F-HR/ATimelineGroup
ROCKLAND TRUST CO3,787$650K0.03%-9513F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC3,651$627K0.5%-513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,639$625K0.02%new13F-HRTimelineGroup
PRIVATE TRUST CO NA3,496$600K0.05%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.3,483$598K0.01%013F-HRTimelineGroup
Valtinson Bruner Financial Planning LLC3,452$592K0.16%013F-HRTimeline
Opulen Financial Group LLC3,384$581K0.41%013F-HRTimeline
Aptus Capital Advisors, LLC3,346$574K<0.01%-25013F-HRTimeline
Financial Guidance Group, Inc.3,346$574K0.23%-25013F-HRTimeline
Avant Capital LLC3,316$569K0.4%013F-HRTimeline
GeoWealth Management, LLC3,301$567K0.02%-33313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,222$553K<0.01%+27613F-HRTimelineGroup
FMR LLCin group FMR LLC2,996$514K<0.01%-16313F-HRTimelineGroup
Sanctuary Advisors, LLC2,959$508K<0.01%-7013F-HRTimeline
January Capital Advisors LLC2,949$506K0.68%13F-HRTimeline
J. R. Prunier Capital Management LLC2,845$488K0.21%013F-HRTimeline
SK Wealth Management, LLC2,799$485K0.13%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,798$480K<0.01%-8,15913F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP2,753$473K<0.01%-65013F-HRTimelineGroup
Royal Fund Management, LLC2,752$472K0.05%-31713F-HRTimeline
CFS Investment Advisory Services, LLC2,511$454K0.03%013F-HRTimeline
True North Advisors, LLC2,593$445K0.05%013F-HRTimeline
Balance Wealth Partners LLC2,590$445K0.14%+49013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,577$442K0.02%-1513F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC2,548$437K<0.01%-29013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,415$421K<0.01%new13F-HRTimelineGroup
Independent Wealth Network Inc.2,444$420K0.12%new13F-HRTimeline
Merit Financial Group, LLC2,421$416K<0.01%+2113F-HRTimeline
Prosperity Consulting Group, LLC2,348$403K0.02%+26113F-HRTimeline
Integrated Advisors Network LLC2,194$377K0.02%-26413F-HRTimeline
AE Wealth Management LLC2,152$369K<0.01%+51213F-HRTimeline
Fisher Asset Management, LLC2,126$365K<0.01%new13F-HRTimeline
Collaborative Wealth Managment Inc.2,115$363K0.17%+3513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS2,068$355K<0.01%+37613F-HRTimeline
Mariner, LLCin group Mariner, LLC2,033$349K<0.01%013F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …1,979$340K0.01%-45913F-HRTimelineGroup
New England Private Wealth Advisors LLC1,821$313K0.04%013F-HRTimeline
Focus Financial Network, Inc.1,806$310K0.01%013F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.1,804$310K0.18%13F-HRTimeline
CATALYST PRIVATE WEALTH, LLC1,802$309K0.17%013F-HRTimeline
Cresset Asset Management, LLC1,787$307K<0.01%013F-HRTimeline
BAILARD, INC.1,766$303K0.01%013F-HRTimeline
ATLas Financial Planning LLC1,751$301K0.27%-3813F-HRTimeline
Hobart Private Capital, LLC1,747$300K0.06%013F-HRTimeline
Integrated Wealth Concepts LLC1,746$300K<0.01%new13F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD1,630$280K0.04%+2613F-HR/ATimeline
Carnegie Investment Counsel1,601$275K0.01%013F-HRTimeline
Clear Harbor Asset Management, LLC1,582$272K0.02%+113F-HRTimeline
Values Added Financial LLC1,581$271K0.11%013F-HRTimeline
BAM Wealth Management, LLC1,542$265K0.2%-19713F-HRTimeline
PUREfi Wealth, LLC1,540$264K0.17%-36713F-HRTimeline
Lynx Investment Advisory1,494$256K0.12%-43213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.1,466$252K0.02%013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.1,461$251K0.01%-31613F-HRTimeline
Valmark Advisers, Inc.1,427$245K<0.01%013F-HRTimeline
B. Riley Wealth Advisors, Inc.1,437$242K0.02%-913F-HRTimeline
Montis Financial, LLC1,409$242K0.05%013F-HRTimeline
EP Wealth Advisors, LLC1,338$230K<0.01%-65013F-HRTimeline
Brown Financial Advisory1,308$224K0.11%-19313F-HRTimeline
John W. Brooker & Co., CPAs1,306$224K0.35%013F-HRTimeline
HighTower Advisors, LLC1,304$224K<0.01%new13F-HRTimeline
Arax Advisory Partners1,300$223K0.01%013F-HRTimeline
Pinnacle Family Advisors, LLC1,296$222K0.1%+213F-HRTimeline
Sequoia Financial Advisors, LLC1,272$218K<0.01%013F-HRTimeline
Wedmont Private Capital1,205$213K0.01%013F-HRTimeline
Creative Planningin group Creative Planning1,225$210K<0.01%new13F-HRTimelineGroup
TFC Financial Management, Inc.1,193$205K0.03%013F-HRTimeline
Maia Wealth LLC1,188$204K0.03%013F-HRTimeline
Clark Asset Management, LLC1,180$203K0.02%013F-HRTimeline
BLAIR WILLIAM & CO/IL1,157$199K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,128$194K<0.01%-11013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,060$178K<0.01%new13F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding968$166K+334Timeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/944$162K<0.01%new13F-HRTimelineGroup
Allworth Financial LP800$137K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.643$110K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC450$77.2K<0.01%013F-HRTimelineGroup
REICON WEALTH ADVISORS, LLC450$77.2K0.06%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN423$72.7K<0.01%-1,05113F-HR/ATimelineGroup
Beaird Harris Wealth Management, LLC418$71.7K<0.01%013F-HRTimeline
Westend Capital Management, LLC409$70.2K0.02%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.360$61.8K<0.01%+1013F-HRTimeline
Triumph Capital Management318$54.6K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…250$42.9K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV222$38.1K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…218$37.4K<0.01%013F-HRTimeline
Accordant Advisory Group Inc204$35K0.02%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC200$34.3K<0.01%013F-HRTimelineGroup
MATHER GROUP, LLC.179$30.7K<0.01%new13F-HRTimeline
Bank of New Hampshire155$26.6K0.01%013F-HRTimeline
Golden State Wealth Management, LLC154$26.4K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd148$25.4K<0.01%-2113F-HRTimeline
Larson Financial Group LLC138$23.7K<0.01%+313F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC135$23.1K<0.01%13F-HRTimelineGroup
AdvisorNet Financial, Inc125$21.5K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC116$19.9K<0.01%013F-HRTimeline
Advisory Services Network, LLC116$19.9K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…98$16.8K<0.01%013F-HRTimeline
Tower View Wealth Management LLC61$10.4K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC51$8.75K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…43$7.38K<0.01%013F-HRTimelineGroup
MARK SHEPTOFF FINANCIAL PLANNING, LLC25$4.54K<0.01%-513F-HRTimeline
AlphaCore Capital LLC25$4.36K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC25$4.21K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.22$3.78K<0.01%013F-HRTimeline