SPDR MSCI USA StrategicFactors ETF (QUS) Institutional Ownership

$143.89
+0.65 (+0.45%)
(As of 05/9/2024 ET)

Institutional Ownership Changes (13F Filings) for SPDR MSCI USA StrategicFactors ETF (NYSEARCA:QUS)

Number of
Institutional Buyers
(last 12 months)
82
Total
Institutional Inflows
(last 12 months)
$145.70M
Number of
Institutional Sellers
(last 12 months)
61
Total
Institutional Outflows
(last 12 months)
$103.84M
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QUS Institutional Buying and Selling by Quarter

SPDR MSCI USA StrategicFactors ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2024Avantax Advisory Services Inc.1,430$208K0.0%-19.3%0.016%
5/7/2024 Sfmg LLC501,860$73.09M6.3%+1.1%5.639%
5/4/2024 Geneos Wealth Management Inc.29,626$4.31M0.2%-8.2%0.333%
5/2/2024 Graypoint LLC1,984$289K0.0%-20.6%0.022%
5/2/2024 Vantage Financial Partners LLC2,996$436K0.1%+19.4%0.034%
5/1/2024 Janney Montgomery Scott LLC16,228$2.36M0.0%-2.3%0.182%
5/1/2024 Sequoia Financial Advisors LLC1,460$213K0.0%-22.5%0.016%
4/30/2024 Private Advisor Group LLC317,958$46.30M0.3%+1,200.1%3.573%
4/30/2024 Garrett Wealth Advisory Group LLC152,956$22.28M9.1%+0.4%1.719%
4/29/2024Commonwealth Equity Services LLC30,062$4.38M0.0%-20.5%0.338%
4/26/2024 YHB Investment Advisors Inc.1,513$220K0.0%N/A0.017%
4/25/2024 Long Run Wealth Advisors LLC1,500$218K0.1%N/A0.017%
4/24/2024 Smith Anglin Financial LLC1,412$206K0.0%N/A0.016%
4/23/2024 McAdam LLC13,877$2.02M0.1%-4.4%0.156%
4/23/2024 Strategic Blueprint LLC74,086$10.79M0.8%+4.6%0.832%
4/23/2024 Raymond James Financial Services Advisors Inc.37,169$5.41M0.0%+23.8%0.418%
4/22/2024 Parsons Capital Management Inc. RI23,604$3.44M0.2%+5.5%0.265%
4/22/2024 Raymond James & Associates72,121$10.50M0.0%-4.9%0.810%
4/18/2024 Integrity Wealth Solutions LLC33,258$4.84M3.2%-9.0%0.374%
4/18/2024 Fifth Third Securities Inc.11,489$1.67M0.2%-2.8%0.129%
4/17/2024 Vicus Capital5,108$744K0.1%+11.3%0.057%
4/17/2024 Criterion Capital Advisors LLC4,568$665K0.4%+2.2%0.051%
4/16/2024 Hengehold Capital Management LLC6,623$964K0.1%-13.9%0.074%
4/16/2024 Bouvel Investment Partners LLC36,649$5.34M2.3%N/A0.412%
4/15/2024 Wealthcare Advisory Partners LLC2,369$345K0.0%-57.9%0.027%
4/15/2024 Hobart Private Capital LLC3,180$463K0.1%-92.2%0.036%
4/12/2024 Harbor Investment Advisory LLC4,115$599K0.1%+5.1%0.046%
4/12/2024 Lbmc Investment Advisors LLC13,464$1.96M0.2%+37.6%0.151%
4/11/2024 Royal Fund Management LLC40,784$5.94M0.6%-6.1%0.509%
4/2/2024 Marotta Asset Management59,783$8.71M1.8%-1.0%0.746%
3/15/2024B. Riley Wealth Advisors Inc.1,708$226K0.0%-21.3%0.021%
2/27/2024ARQ Wealth Advisors LLC3,660$484K0.3%+33.7%0.046%
2/14/2024Vista Investment Management35,520$4.69M2.2%+1.2%0.443%
2/14/2024Connectus Wealth LLC13,604$1.80M0.0%-7.2%0.170%
2/14/2024Waterloo Capital L.P.3,722$492K0.1%N/A0.046%
2/12/2024Goldstein Advisors LLC11,488$1.52M0.3%-2.0%0.143%
2/12/2024Focus Financial Network Inc. ADV1,926$254K0.0%N/A0.024%
2/9/20241620 Investment Advisors Inc.5,294$699K0.7%-2.5%0.066%
2/9/2024CreativeOne Wealth LLC100,972$13.34M0.9%-5.0%1.261%
2/9/2024Gladstone Institutional Advisory LLC5,269$696K0.0%-26.2%0.066%
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2/8/2024Level Four Advisory Services LLC13,712$1.81M0.1%-7.3%0.171%
2/8/2024 American National Bank266$35K0.0%N/A0.003%
2/8/2024 Integrity Wealth Solutions LLC36,532$4.83M3.3%N/A0.456%
2/8/2024 Janney Montgomery Scott LLC16,612$2.20M0.0%N/A0.207%
2/7/2024Avantax Advisory Services Inc.1,771$234K0.0%N/A0.022%
2/7/2024Theory Financial LLC29,838$3.94M2.1%+2.6%0.373%
2/7/2024 Envestnet Portfolio Solutions Inc.6,491$858K0.0%-4.0%0.081%
2/7/2024 NBC Securities Inc.3,687$487K0.0%N/A0.046%
2/7/2024Principal Securities Inc.586$77K0.0%N/A0.007%
2/7/2024 Concourse Financial Group Securities Inc.194$26K0.0%N/A0.002%
2/6/2024 Valtinson Bruner Financial Planning LLC3,446$455K0.2%-2.5%0.043%
2/6/2024 Private Advisor Group LLC24,456$3.23M0.0%+151.3%0.305%
2/6/2024 Wealthcare Advisory Partners LLC5,625$743K0.0%-3.2%0.070%
2/6/2024 Royal Fund Management LLC43,451$5.74M0.6%-8.2%0.542%
2/6/2024 Merit Financial Group LLC4,846$640K0.0%-37.6%0.060%
2/6/2024 Riverpoint Wealth Management Holdings LLC10,032$1.33M0.4%N/A0.125%
2/5/2024 Epic Trust Investment Advisors LLC3,837$507K0.7%N/A0.048%
2/5/2024 McAdam LLC14,519$1.92M0.1%-6.1%0.181%
2/1/2024 Sage Mountain Advisors LLC191,606$25.32M2.9%-0.3%2.392%
2/1/2024 CWM LLC4,521$597K0.0%+17.8%0.056%
2/1/2024 Vicus Capital4,591$607K0.1%-2.7%0.057%
2/1/2024 Criterion Capital Advisors LLC4,468$590K0.4%N/A0.056%
1/31/2024 J.W. Cole Advisors Inc.2,616$346K0.0%-8.3%0.033%
1/31/2024Goodman Advisory Group LLC72,531$9.58M3.3%-5.5%0.906%
1/30/2024 Sfmg LLC496,534$65.60M6.1%+1.3%6.199%
1/30/2024 Howard Capital Management Inc.9,403$1.24M0.2%+13.2%0.117%
1/26/2024Cerity Partners LLC110,206$14.56M0.0%+63.4%1.376%
1/26/2024Sandy Spring Bank9,207$1.22M0.1%N/A0.115%
1/26/2024 CKW Financial Group635$84K0.0%N/A0.008%
1/26/2024 Harbor Investment Advisory LLC3,916$517K0.1%-23.3%0.049%
1/26/2024 Eagle Strategies LLC77,548$10.25M2.2%-72.9%0.968%
1/26/2024 Geneos Wealth Management Inc.32,284$4.27M0.2%-10.8%0.403%
1/26/2024 Sequoia Financial Advisors LLC1,883$249K0.0%N/A0.024%
1/25/2024 Strategic Blueprint LLC70,829$9.36M0.8%+5.2%0.884%
1/25/2024 Valley National Advisers Inc.1,168$154K0.0%N/A0.015%
1/23/2024 Householder Group Estate & Retirement Specialist LLC10,658$1.41M0.5%-7.2%0.133%
1/22/2024 Princeton Global Asset Management LLC9,811$1.30M0.3%+5.7%0.122%
1/22/2024Great Point Wealth Advisors LLC115,422$15.25M4.0%-6.5%1.441%
1/22/2024 Parsons Capital Management Inc. RI22,384$2.96M0.2%+4.4%0.279%
1/19/2024 Hengehold Capital Management LLC7,690$1.02M0.1%-9.6%0.096%
1/19/2024 Realta Investment Advisors2,326$307K0.1%-3.2%0.029%
1/18/2024 Values Added Financial LLC1,634$216K0.2%N/A0.020%
1/18/2024 Hobart Private Capital LLC40,901$5.40M1.8%-8.8%0.511%
1/17/2024Blackston Financial Advisory Group LLC5,168$683K0.4%N/A0.065%
1/16/2024 HBW Advisory Services LLC15,580$2.06M0.4%+9.6%0.195%
1/16/2024 Raymond James Financial Services Advisors Inc.30,023$3.97M0.0%-25.6%0.375%
1/16/2024 Raymond James & Associates75,812$10.02M0.0%+4,401.9%0.946%
1/12/2024 Allred Capital Management LLC5,565$735K0.3%+2.5%0.069%
1/12/2024Redhawk Wealth Advisors Inc.1,805$238K0.0%-8.4%0.023%
1/12/2024 Mezzasalma Advisors LLC2,182$288K0.2%-9.1%0.027%
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1/10/2024 Cornerstone Wealth Management LLC9,598$1.27M0.1%-2.0%0.120%
1/9/2024 Enterprise Bank & Trust Co4,360$576K0.2%N/A0.054%
1/8/2024 Catalyst Private Wealth LLC1,802$238K0.1%-13.7%0.022%
12/1/2023B. Riley Wealth Advisors Inc.2,169$262K0.0%N/A0.027%
11/30/2023ARQ Wealth Advisors LLC2,737$330K0.2%N/A0.034%
11/16/2023 Integrated Advisors Network LLC4,160$502K0.0%-2.8%0.052%
11/15/2023Mercer Global Advisors Inc. ADV66,531$8.03M0.0%+105.8%0.831%
11/15/2023Theory Financial LLC29,095$3.51M2.1%N/A0.363%
11/15/2023Resource Planning Group49,452$5.97M5.0%+1.1%0.617%
11/14/2023Tower Research Capital LLC TRC3,750$453K0.0%+78.4%0.047%
(Data available from 1/1/2016 forward)

QUS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of QUS shares?

During the previous two years, 144 institutional investors and hedge funds held shares of SPDR MSCI USA StrategicFactors ETF. The most heavily invested institutionals were Colony Group LLC ($113.16M), Tolleson Wealth Management Inc. ($104.49M), Sfmg LLC ($73.09M), LPL Financial LLC ($55.74M), Private Advisor Group LLC ($46.30M), Envestnet Asset Management Inc. ($42.33M), and Stadion Money Management LLC ($29.53M).Learn more on QUS's institutional investors.

Which institutional investors have been buying SPDR MSCI USA StrategicFactors ETF stock?

Of the 121 institutional investors that purchased SPDR MSCI USA StrategicFactors ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Private Advisor Group LLC ($328.52K), Eagle Strategies LLC ($302.48K), Envestnet Asset Management Inc. ($137.86K), Strategic Blueprint LLC ($85.34K), CreativeOne Wealth LLC ($80.60K), Marotta Asset Management ($76.75K), and Raymond James & Associates ($75.81K).

How much institutional buying is happening at SPDR MSCI USA StrategicFactors ETF?

Institutional investors have bought a total of 2,328,618 shares in the last 24 months. This purchase volume represents approximately $278.89M in transactions.

Which SPDR MSCI USA StrategicFactors ETF major shareholders have been selling company stock?

Of the 87 institutional investors that sold SPDR MSCI USA StrategicFactors ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: CFS Investment Advisory Services LLC ($380.96K), Eagle Strategies LLC ($224.93K), Affinia Financial Group LLC ($150.12K), Level Four Advisory Services LLC ($131.11K), LPL Financial LLC ($101.87K), Goodman Advisory Group LLC ($95.07K), and Hobart Private Capital LLC ($70.37K).

How much institutional selling is happening at SPDR MSCI USA StrategicFactors ETF?

Institutional investors have sold a total of 1,720,104 shares in the last 24 months. This volume of shares sold represents approximately $204.71M in transactions.


This page (NYSEARCA:QUS) was last updated on 5/10/2024 by MarketBeat.com Staff

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