SPDR MSCI USA StrategicFactors ETF (QUS) Institutional Ownership

$149.50

+1.67 (+1.13%)

(As of 07/26/2024 ET)

Stock Analysis Chart Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 78
Total Institutional Inflows (last 12 months): $169.59M

Number of Institutional Sellers (last 12 months): 63
Total Institutional Outflows (last 12 months): $83.26M

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QUS Institutional Buying and Selling by Quarter

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SPDR MSCI USA StrategicFactors ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Worth Financial Advisory Group LLC	2,200	$324K	0.2%	-5.4%	0.025%
7/26/2024	Integrity Wealth Solutions LLC	32,524	$4.80M	3.1%	-2.2%	0.373%
7/24/2024	McAdam LLC	13,477	$1.99M	0.1%	-2.9%	0.154%
7/24/2024	Strategic Financial Partners Ltd.	1,539	$227K	0.1%	-5.2%	0.018%
7/23/2024	Geneos Wealth Management Inc.	19,787	$2.92M	0.1%	-33.2%	0.227%
7/23/2024	1620 Investment Advisors Inc.	5,545	$818K	0.6%	+4.1%	0.064%
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7/23/2024	Vicus Capital	5,217	$769K	0.1%	+2.1%	0.060%
7/20/2024	First Horizon Advisors Inc.	1,336	$197K	0.0%	-5.2%	0.015%
7/20/2024	Continuum Advisory LLC	75,755	$11.17M	1.6%	-1.0%	0.868%
7/20/2024	Parsons Capital Management Inc. RI	22,626	$3.34M	0.2%	-4.1%	0.259%
7/19/2024	Garrett Wealth Advisory Group LLC	151,150	$22.29M	8.2%	-1.2%	1.731%
7/19/2024	Raymond James & Associates	71,743	$10.58M	0.0%	-0.5%	0.822%
7/18/2024	Royal Fund Management LLC	32,849	$4.87M	0.4%	-19.5%	0.376%
7/17/2024	Epic Trust Investment Advisors LLC	3,337	$492K	0.5%	+8.5%	0.038%
7/17/2024	Hengehold Capital Management LLC	6,553	$966K	0.1%	-1.1%	0.075%
7/16/2024	Cornerstone Wealth Management LLC	9,430	$1.39M	0.1%	-2.3%	0.108%
7/16/2024	Envestnet Portfolio Solutions Inc.	5,659	$834K	0.0%	-13.4%	0.065%
7/16/2024	Wealth Enhancement Advisory Services LLC	122,252	$18.03M	0.0%	+4,768.7%	1.400%
7/15/2024	Fifth Third Securities Inc.	4,187	$617K	0.1%	-63.6%	0.048%
7/11/2024	John W. Brooker & Co. CPAs	10,564	$1.56M	0.8%	-3.6%	0.121%
7/11/2024	Lbmc Investment Advisors LLC	13,539	$2.00M	0.2%	+0.6%	0.155%
7/10/2024	CWM LLC	450	$66K	0.0%	-60.7%	0.005%
7/9/2024	Lynx Investment Advisory	1,883	$278K	0.2%	N/A	0.022%
7/5/2024	HBW Advisory Services LLC	6,991	$1.03M	0.2%	-55.1%	0.080%
5/23/2024	ARQ Wealth Advisors LLC	7,847	$1.14M	0.5%	+114.4%	0.090%
5/16/2024	B. Riley Wealth Advisors Inc.	2,169	$316K	0.0%	+27.0%	0.025%
5/15/2024	Mount Yale Investment Advisors LLC	204,465	$29.78M	2.3%	N/A	2.297%
5/14/2024	CreativeOne Wealth LLC	98,203	$14.30M	0.6%	-2.7%	1.103%
5/14/2024	Fayez Sarofim & Co	3,946	$575K	0.0%	N/A	0.044%
5/14/2024	Sentinel Pension Advisors Inc.	9,951	$1.45M	0.3%	-25.6%	0.112%
5/8/2024	Avantax Advisory Services Inc.	1,430	$208K	0.0%	-19.3%	0.016%
5/7/2024	Sfmg LLC	501,860	$73.09M	6.3%	+1.1%	5.639%
5/4/2024	Geneos Wealth Management Inc.	29,626	$4.31M	0.2%	-8.2%	0.333%
5/2/2024	Graypoint LLC	1,984	$289K	0.0%	-20.6%	0.022%
5/2/2024	Vantage Financial Partners LLC	2,996	$436K	0.1%	+19.4%	0.034%
5/1/2024	Janney Montgomery Scott LLC	16,228	$2.36M	0.0%	-2.3%	0.182%
5/1/2024	Sequoia Financial Advisors LLC	1,460	$213K	0.0%	-22.5%	0.016%
4/30/2024	Private Advisor Group LLC	317,958	$46.30M	0.3%	+1,200.1%	3.573%
4/30/2024	Garrett Wealth Advisory Group LLC	152,956	$22.28M	9.1%	+0.4%	1.719%
4/29/2024	Commonwealth Equity Services LLC	30,062	$4.38M	0.0%	-20.5%	0.338%
Obama wins Presidential debate (Ad) When I said Obama would seek a third term… They called me a conspiracy theorist, they said it couldn’t happen, that the 22nd Amendment makes it impossible. But as I explained on live radio years ago, “he could have a proxy… while he remains in control of the administration much like Putin did in Russia.” Please, watch this now before it’s too late.
4/26/2024	YHB Investment Advisors Inc.	1,513	$220K	0.0%	N/A	0.017%
4/25/2024	Long Run Wealth Advisors LLC	1,500	$218K	0.1%	N/A	0.017%
4/24/2024	Smith Anglin Financial LLC	1,412	$206K	0.0%	N/A	0.016%
4/23/2024	McAdam LLC	13,877	$2.02M	0.1%	-4.4%	0.156%
4/23/2024	Strategic Blueprint LLC	74,086	$10.79M	0.8%	+4.6%	0.832%
4/23/2024	Raymond James Financial Services Advisors Inc.	37,169	$5.41M	0.0%	+23.8%	0.418%
4/22/2024	Parsons Capital Management Inc. RI	23,604	$3.44M	0.2%	+5.5%	0.265%
4/22/2024	Raymond James & Associates	72,121	$10.50M	0.0%	-4.9%	0.810%
4/18/2024	Integrity Wealth Solutions LLC	33,258	$4.84M	3.2%	-9.0%	0.374%
4/18/2024	Fifth Third Securities Inc.	11,489	$1.67M	0.2%	-2.8%	0.129%
4/17/2024	Vicus Capital	5,108	$744K	0.1%	+11.3%	0.057%
4/17/2024	Criterion Capital Advisors LLC	4,568	$665K	0.4%	+2.2%	0.051%
4/16/2024	Hengehold Capital Management LLC	6,623	$964K	0.1%	-13.9%	0.074%
4/16/2024	Bouvel Investment Partners LLC	36,649	$5.34M	2.3%	N/A	0.412%
4/15/2024	Wealthcare Advisory Partners LLC	2,369	$345K	0.0%	-57.9%	0.027%
4/15/2024	Hobart Private Capital LLC	3,180	$463K	0.1%	-92.2%	0.036%
4/12/2024	Harbor Investment Advisory LLC	4,115	$599K	0.1%	+5.1%	0.046%
4/12/2024	Lbmc Investment Advisors LLC	13,464	$1.96M	0.2%	+37.6%	0.151%
4/11/2024	Royal Fund Management LLC	40,784	$5.94M	0.6%	-6.1%	0.509%
4/2/2024	Marotta Asset Management	59,783	$8.71M	1.8%	-1.0%	0.746%
3/15/2024	B. Riley Wealth Advisors Inc.	1,708	$226K	0.0%	-21.3%	0.021%
2/27/2024	ARQ Wealth Advisors LLC	3,660	$484K	0.3%	+33.7%	0.046%
2/14/2024	Vista Investment Management	35,520	$4.69M	2.2%	+1.2%	0.443%
2/14/2024	Connectus Wealth LLC	13,604	$1.80M	0.0%	-7.2%	0.170%
2/14/2024	Waterloo Capital L.P.	3,722	$492K	0.1%	N/A	0.046%
2/12/2024	Goldstein Advisors LLC	11,488	$1.52M	0.3%	-2.0%	0.143%
2/12/2024	Focus Financial Network Inc. ADV	1,926	$254K	0.0%	N/A	0.024%
2/9/2024	1620 Investment Advisors Inc.	5,294	$699K	0.7%	-2.5%	0.066%
2/9/2024	CreativeOne Wealth LLC	100,972	$13.34M	0.9%	-5.0%	1.261%
2/9/2024	Gladstone Institutional Advisory LLC	5,269	$696K	0.0%	-26.2%	0.066%
2/8/2024	Level Four Advisory Services LLC	13,712	$1.81M	0.1%	-7.3%	0.171%
2/8/2024	American National Bank	266	$35K	0.0%	N/A	0.003%
2/8/2024	Integrity Wealth Solutions LLC	36,532	$4.83M	3.3%	N/A	0.456%
2/8/2024	Janney Montgomery Scott LLC	16,612	$2.20M	0.0%	N/A	0.207%
2/7/2024	Avantax Advisory Services Inc.	1,771	$234K	0.0%	N/A	0.022%
2/7/2024	Theory Financial LLC	29,838	$3.94M	2.1%	+2.6%	0.373%
2/7/2024	Envestnet Portfolio Solutions Inc.	6,491	$858K	0.0%	-4.0%	0.081%
2/7/2024	NBC Securities Inc.	3,687	$487K	0.0%	N/A	0.046%
2/7/2024	Principal Securities Inc.	586	$77K	0.0%	N/A	0.007%
2/7/2024	Concourse Financial Group Securities Inc.	194	$26K	0.0%	N/A	0.002%
2/6/2024	Valtinson Bruner Financial Planning LLC	3,446	$455K	0.2%	-2.5%	0.043%
2/6/2024	Private Advisor Group LLC	24,456	$3.23M	0.0%	+151.3%	0.305%
2/6/2024	Wealthcare Advisory Partners LLC	5,625	$743K	0.0%	-3.2%	0.070%
2/6/2024	Royal Fund Management LLC	43,451	$5.74M	0.6%	-8.2%	0.542%
2/6/2024	Merit Financial Group LLC	4,846	$640K	0.0%	-37.6%	0.060%
2/6/2024	Riverpoint Wealth Management Holdings LLC	10,032	$1.33M	0.4%	N/A	0.125%
2/5/2024	Epic Trust Investment Advisors LLC	3,837	$507K	0.7%	N/A	0.048%
2/5/2024	McAdam LLC	14,519	$1.92M	0.1%	-6.1%	0.181%
2/1/2024	Sage Mountain Advisors LLC	191,606	$25.32M	2.9%	-0.3%	2.392%
2/1/2024	CWM LLC	4,521	$597K	0.0%	+17.8%	0.056%
Obama wins Presidential debate (Ad) When I said Obama would seek a third term… They called me a conspiracy theorist, they said it couldn’t happen, that the 22nd Amendment makes it impossible. But as I explained on live radio years ago, “he could have a proxy… while he remains in control of the administration much like Putin did in Russia.” Please, watch this now before it’s too late.
2/1/2024	Vicus Capital	4,591	$607K	0.1%	-2.7%	0.057%
2/1/2024	Criterion Capital Advisors LLC	4,468	$590K	0.4%	N/A	0.056%
1/31/2024	J.W. Cole Advisors Inc.	2,616	$346K	0.0%	-8.3%	0.033%
1/31/2024	Goodman Advisory Group LLC	72,531	$9.58M	3.3%	-5.5%	0.906%
1/30/2024	Sfmg LLC	496,534	$65.60M	6.1%	+1.3%	6.199%
1/30/2024	Howard Capital Management Inc.	9,403	$1.24M	0.2%	+13.2%	0.117%
1/26/2024	Cerity Partners LLC	110,206	$14.56M	0.0%	+63.4%	1.376%
1/26/2024	Sandy Spring Bank	9,207	$1.22M	0.1%	N/A	0.115%
1/26/2024	CKW Financial Group	635	$84K	0.0%	N/A	0.008%
1/26/2024	Harbor Investment Advisory LLC	3,916	$517K	0.1%	-23.3%	0.049%

(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, 146 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 Mount Yale Investment Advisors LLC ($29.78M).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 ($318.12K), Eagle Strategies LLC ($302.48K), Mount Yale Investment Advisors LLC ($204.47K), Envestnet Asset Management Inc. ($137.86K), Wealth Enhancement Advisory Services LLC ($119.74K), Strategic Blueprint LLC ($85.34K), and CreativeOne Wealth LLC ($80.60K).
How much institutional buying is happening at SPDR MSCI USA StrategicFactors ETF?: Institutional investors have bought a total of 2,615,852 shares in the last 24 months. This purchase volume represents approximately $322.44M in transactions.

Which SPDR MSCI USA StrategicFactors ETF major shareholders have been selling company stock?: Of the 90 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), Level Four Advisory Services LLC ($115.94K), LPL Financial LLC ($101.87K), Goodman Advisory Group LLC ($95.07K), Hobart Private Capital LLC ($70.37K), and Envestnet Asset Management Inc. ($65.66K).
How much institutional selling is happening at SPDR MSCI USA StrategicFactors ETF?: Institutional investors have sold a total of 1,583,252 shares in the last 24 months. This volume of shares sold represents approximately $188.89M in transactions.