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SPDR MSCI USA StrategicFactors ETF (QUS) Institutional Ownership

SPDR MSCI USA StrategicFactors ETF logo
$195.56 -0.57 (-0.29%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
78
Total
Institutional Inflows
(last 12 months)
$164.97M
Number of
Institutional Sellers
(last 12 months)
81
Total
Institutional Outflows
(last 12 months)
$181.44M
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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
7/10/2026 Spinnaker Investment Group LLC4,068$760K0.1%N/A0.050%
7/8/2026 Rockland Trust Co.3,732$697K0.0%-1.5%0.046%
7/8/2026 Midwest Financial Network LLC25,439$4.75M3.2%+17.3%0.311%
7/7/2026 Harbor Investment Advisory LLC8,435$1.58M0.1%-37.4%0.103%
7/7/2026 Paul R. Ried Financial Group LLC76,485$14.29M6.2%+3.4%0.936%
6/18/2026Western Wealth Management LLC1,006$173K0.0%N/A0.012%
6/4/2026 Midwest Financial Network LLC21,689$3.72M3.0%+81.3%0.266%
6/3/2026 NewEdge Advisors LLC37,355$6.41M0.0%+2.3%0.459%
5/20/2026January Capital Advisors LLC2,949$506K0.7%N/A0.036%
5/19/2026Western Wealth Management LLC1,006$173K0.0%N/A0.012%
5/19/2026 Royal Fund Management LLC2,752$472K0.0%-10.3%0.034%
5/19/2026Bank of America Corp DE220,498$37.85M0.0%-43.3%2.709%
5/18/2026Royal Bank of Canada67,324$11.56M0.0%-1.5%0.827%
5/16/2026 Quantinno Capital Management LP26,405$4.53M0.0%-8.3%0.324%
5/14/2026 Compound Planning Inc.5,453$936K0.0%-1.7%0.067%
5/14/2026 Lido Advisors LLC2,548$437K0.0%-10.2%0.031%
5/7/2026 Paul R. Ried Financial Group LLC73,994$12.70M5.9%+4.4%0.909%
5/6/2026 Prosperity Consulting Group LLC2,348$403K0.0%+12.5%0.029%
5/5/2026 Geneos Wealth Management Inc.1,128$194K0.0%-8.9%0.014%
5/5/2026 Sanctuary Advisors LLC2,959$508K0.0%-2.3%0.036%
5/5/2026 Nwam LLC10,278$1.76M0.1%+171.0%0.126%
5/4/2026 Riverpoint Wealth Management Holdings LLC8,151$1.40M0.3%-7.1%0.100%
5/4/2026 Integrity Wealth Solutions LLC24,867$4.27M1.7%-8.6%0.305%
5/2/2026 ARQ Wealth Advisors LLC42,357$7.27M1.3%+8.6%0.520%
4/30/2026 Kestra Advisory Services LLC17,337$2.98M0.0%-2.0%0.213%
4/29/2026 Warner Group LLC12,902$2.22M1.4%-0.9%0.159%
4/29/2026 Integrated Advisors Network LLC2,194$377K0.0%-10.7%0.027%
4/28/2026 PUREfi Wealth LLC1,540$264K0.2%-19.2%0.019%
4/27/2026 BIP Wealth LLC106,132$18.22M0.7%-2.2%1.304%
4/27/2026 Marotta Asset Management66,803$11.51M2.1%+16.0%0.821%
4/27/2026 Private Advisor Group LLC268,245$46.04M0.2%-7.6%3.295%
4/24/2026 Essex Financial Services Inc.19,897$3.42M0.2%-0.4%0.244%
4/24/2026 Harbor Investment Advisory LLC13,484$2.31M0.2%+0.9%0.166%
4/23/2026 Financial Guidance Group Inc.3,346$574K0.2%-7.0%0.041%
4/23/2026 Continuum Advisory LLC73,503$12.62M1.2%+1.6%0.903%
4/22/2026 Princeton Global Asset Management LLC4,965$852K0.1%-55.2%0.061%
4/22/2026 Goodman Advisory Group LLC55,742$9.57M2.5%-1.0%0.685%
4/21/2026 Independent Wealth Network Inc.2,444$420K0.1%N/A0.031%
4/21/2026 Balance Wealth LLC2,590$445K0.1%+23.3%0.032%
3/17/2026 Rockefeller Capital Management L.P.1,102$192K0.0%-47.1%0.012%
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2/19/2026 Compound Planning Inc.5,546$966K0.0%-7.1%0.063%
2/18/2026 Mercer Global Advisors Inc. ADV7,355$1.28M0.0%-5.4%0.083%
2/18/2026 EP Wealth Advisors LLC1,988$346K0.0%N/A0.023%
2/18/2026Empowered Funds LLC541$94K0.0%N/A0.006%
2/18/2026 Vista Investment Management38,251$6.66M2.2%+6.6%0.433%
2/18/2026 VestGen Advisors LLC3,509$611K0.0%-32.7%0.040%
2/18/2026OLD Mission Capital LLC6,978$1.22M0.0%N/A0.079%
2/17/2026 Cetera Investment Advisers10,385$1.81M0.0%-2.5%0.118%
2/17/2026 GeoWealth Management LLC3,634$633K0.0%-47.8%0.041%
2/17/2026Osaic Holdings Inc.2,946$513K0.0%-41.3%0.033%
2/17/2026 Private Advisor Group LLC290,426$50.59M0.2%-2.0%3.289%
2/16/2026 Perryman Financial Advisory Inc. AD1,604$279K0.0%N/A0.018%
2/16/2026 MML Investors Services LLC1,451$253K0.0%N/A0.016%
2/16/2026 Focus Partners Wealth2,032,514$353.50M0.4%-1.4%23.018%
2/16/2026 Arax Advisory Partners1,300$226K0.0%N/A0.015%
2/13/2026 Kestra Advisory Services LLC17,690$3.08M0.0%+0.4%0.200%
2/13/2026 CreativeOne Wealth LLC25,608$4.46M0.1%-35.1%0.290%
2/13/2026 AlTi Global Inc.39,723$6.92M0.1%+7.1%0.450%
2/13/2026Wells Fargo & Company MN1,474$257K0.0%+78.0%0.017%
2/12/2026 Commonwealth Equity Services LLC21,462$3.74M0.0%-23.8%0.243%
2/12/2026 Lbmc Investment Advisors LLC12,449$2.17M0.1%+0.7%0.141%
2/11/2026Empowered Funds LLC541$94K0.0%N/A0.006%
2/11/2026 Gilpin Wealth Management LLC3,656$637K0.5%N/A0.041%
2/11/2026 Hughes Financial Services LLC43,886$7.64M1.2%-1.4%0.497%
2/11/2026 Goodman Advisory Group LLC56,311$9.81M2.4%+6.5%0.638%
2/11/2026Cerity Partners LLC28,420$4.95M0.0%+3.2%0.322%
2/11/2026 LPL Financial LLC333,050$58.01M0.0%+7.6%3.772%
2/11/2026 O Shaughnessy Asset Management LLC5,898$1.03M0.0%-1.4%0.067%
2/11/2026 Continuum Advisory LLC72,311$12.60M1.3%-9.0%0.819%
2/10/2026 Lido Advisors LLC2,838$489K0.0%+49.4%0.032%
2/10/2026 Goldstein Advisors LLC10,770$1.88M0.2%-0.5%0.122%
2/10/2026Goldman Sachs Group Inc.10,957$1.91M0.0%-45.9%0.124%
2/10/2026 Essex Financial Services Inc.19,967$3.48M0.2%-0.4%0.226%
2/10/2026 Sfmg LLC527,047$91.80M6.2%+0.6%5.969%
2/10/2026 Riverpoint Wealth Management Holdings LLC8,771$1.53M0.3%+0.8%0.099%
2/10/2026 Northwestern Mutual Wealth Management Co.3,514$612K0.0%+1,414.7%0.040%
2/9/2026 King Luther Capital Management Corp4,534$790K0.0%-8.8%0.051%
2/9/2026 ARQ Wealth Advisors LLC39,018$6.80M1.8%+17.0%0.442%
2/6/2026 IFP Advisors Inc7,552$1.32M0.0%+393.0%0.086%
2/6/2026 Paul R. Ried Financial Group LLC70,861$12.34M5.8%+1.2%0.803%
2/6/2026 Warner Group LLC13,021$2.27M1.4%-1.8%0.147%
2/5/2026 1620 Investment Advisors Inc.5,395$940K0.6%-1.8%0.061%
2/5/2026 Cornerstone Wealth Management LLC7,364$1.28M0.1%-3.8%0.083%
2/5/2026 Presper Financial Architects LLC79,528$13.85M7.8%+2.4%0.901%
2/4/2026 Nwam LLC3,792$674K0.0%+32.4%0.043%
2/4/2026 Garrett Wealth Advisory Group LLC178,546$31.10M5.9%+2.3%2.022%
2/2/2026 Integrity Wealth Solutions LLC27,193$4.74M1.9%-1.9%0.308%
1/30/2026 SK Wealth Management LLC2,799$498K0.1%-17.2%0.032%
1/26/2026 Merit Financial Group LLC2,400$418K0.0%-77.4%0.027%
1/26/2026 Great Point Wealth Advisors LLC85,095$14.82M2.7%-4.3%0.958%
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1/26/2026 Elevation Capital Advisory LLC22,608$3.94M1.6%+2.4%0.255%
1/23/2026 Sage Mountain Advisors LLC169,798$29.58M1.6%-0.5%1.914%
1/23/2026 Howard Capital Management Inc.119,933$20.89M0.2%+85.0%1.352%
1/23/2026 Eagle Strategies LLC60,602$10.56M1.3%-2.5%0.683%
1/22/2026 Apollon Financial LLC4,350$758K0.1%+3.6%0.049%
1/22/2026 Vicus Capital4,359$759K0.1%-7.4%0.049%
1/21/2026 BIP Wealth LLC108,545$18.91M0.7%N/A1.224%
1/21/2026 Balance Wealth LLC2,100$366K0.1%N/A0.024%
1/21/2026 Wilkins Miller Wealth Management LLC6,314$1.10M0.7%-10.6%0.071%
1/21/2026 Flagship Harbor Advisors LLC16,149$2.81M0.1%-37.9%0.182%


QUS Institutional Ownership - Frequently Asked Questions

During the previous two years, 184 institutional investors and hedge funds held shares of SPDR MSCI USA StrategicFactors ETF. The most heavily invested institutionals were Focus Partners Wealth ($353.50M), Tolleson Wealth Management Inc. ($92.71M), Sfmg LLC ($91.80M), LPL Financial LLC ($58.01M), Private Advisor Group LLC ($46.04M), Perennial Investment Advisors LLC ($45.20M), and Elevation Point Wealth Partners LLC ($38.86M).Learn more on SPDR MSCI USA StrategicFactors ETF's institutional investors.

Of the 148 institutional investors that purchased SPDR MSCI USA StrategicFactors ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($329.48K), Mount Yale Investment Advisors LLC ($252.72K), Bank of America Corp DE ($208.71K), Focus Partners Wealth ($205.51K), Presper Financial Architects LLC ($180.61K), Howard Capital Management Inc. ($109.16K), and BIP Wealth LLC ($108.55K).

Institutional investors have bought a total of 970,914 shares in the last 24 months. This purchase volume represents approximately $164.97M in transactions.

Of the 80 institutional investors that sold SPDR MSCI USA StrategicFactors ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($168.77K), Envestnet Asset Management Inc. ($153.41K), Private Advisor Group LLC ($142.76K), Raymond James Financial Inc. ($107.59K), Presper Financial Architects LLC ($101.08K), Wealth Enhancement Advisory Services LLC ($64.05K), and Ameritas Advisory Services LLC ($34.03K).

Institutional investors have sold a total of 1,057,570 shares in the last 24 months. This volume of shares sold represents approximately $181.44M in transactions.



Institutional ownership data for NYSEARCA:QUS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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