Home › QUS

Who holds QUS

SPDR SERIES TRUST · 60 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
Focus Partners Wealth2.1M$389.3M0.4%
SFMG, LLC560.7K$104.8M6.3%
Tolleson Wealth Management, Inc.511.9K$95.7M12.9%
LPL Financial LLC373.9K$69.9M0.0%
Perennial Investment Advisors, LLC301.0K$56.2M3.7%
ENVESTNET ASSET MANAGEMENT INC206.8K$38.6M0.0%
BANK OF AMERICA CORP /DE/205.4K$38.4M0.0%
Howard Capital Management, LLC201.8K$37.7M0.4%
BIP Wealth, LLC172.8K$32.3M0.9%
Sage Mountain Advisors LLC166.2K$31.1M1.9%
AMERIPRISE FINANCIAL INC161.1K$30.1M0.0%
MORGAN STANLEY122.9K$23.0M0.0%
McKinney Capital Management, LLC103.6K$19.4M7.6%
Marotta Asset Management93.2K$17.7M3.0%
Paul R. Ried Financial Group, LLC76.5K$14.3M6.2%
Continuum Advisory, LLC75.1K$14.0M1.1%
Great Point Wealth Advisors, LLC73.6K$13.8M2.2%
American Money Management, LLC72.2K$13.5M1.9%
ROYAL BANK OF CANADA66.5K$12.4M0.0%
VAQUERO PRIVATE WEALTH, LTD62.9K$11.8M2.4%
Goodman Advisory Group, LLC60.0K$11.2M2.6%
ELEVATION POINT WEALTH PARTNERS, LLC57.9K$10.8M0.2%
ARQ WEALTH ADVISORS, LLC57.2K$10.7M1.3%
Eagle Strategies LLC57.0K$10.7M1.1%
Garrett Wealth Advisory Group, LLC53.4K$10.0M1.5%
Hughes Financial Services, LLC43.0K$8.0M1.1%
RAYMOND JAMES FINANCIAL INC39.8K$7.4M0.0%
AlTi Global, Inc.39.8K$7.4M0.2%
NewEdge Advisors, LLC38.0K$7.1M0.0%
VISTA INVESTMENT MANAGEMENT37.3K$7.0M2.1%
Quantinno Capital Management LP36.3K$6.8M0.0%
Private Advisor Group, LLC34.8K$6.5M0.0%
Cambridge Investment Research Advisors, Inc.31.2K$5.8M0.0%
FIRST HAWAIIAN BANK26.8K$5.0M0.6%
Cerity Partners LLC26.4K$4.9M0.0%
Warner Group LLC25.6K$4.8M1.2%
Midwest Financial Network, LLC25.4K$4.8M3.2%
Integrity Wealth Solutions LLC24.4K$4.6M1.7%
PARSONS CAPITAL MANAGEMENT INC/RI24.4K$4.6M0.2%
CreativeOne Wealth, LLC21.5K$4.0M0.1%
COMMONWEALTH EQUITY SERVICES, LLC21.1K$3.9M0.0%
Essex Financial Services, Inc.19.9K$3.7M0.2%
Kestra Advisory Services, LLC17.5K$3.3M0.0%
Sharkey, Howes & Javer16.2K$3.0M0.4%
FLAGSHIP HARBOR ADVISORS, LLC15.7K$2.9M0.1%
Versant Capital Management, Inc15.0K$2.8M0.2%
Allred Capital Management, LLC14.0K$2.6M0.9%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC12.5K$2.4M0.0%
LBMC INVESTMENT ADVISORS, LLC12.2K$2.3M0.1%
Cetera Investment Advisers11.1K$2.1M0.0%
Goldstein Advisors, LLC10.7K$2.0M0.2%
Ethic Inc.10.1K$1.9M0.0%
NWAM LLC9.2K$1.7M0.1%
SENTINEL PENSION ADVISORS, LLC8.7K$1.6M0.2%
Stratos Wealth Partners, LTD.8.6K$1.6M0.0%
Selby Wealth Management, LLC8.5K$1.6M0.6%
HARBOR INVESTMENT ADVISORY, LLC8.4K$1.6M0.1%
Riverpoint Wealth Management Holdings, LLC8.2K$1.5M0.3%
MERCER GLOBAL ADVISORS INC /ADV8.1K$1.5M0.0%
LEVEL FOUR ADVISORY SERVICES, LLC8.0K$1.5M0.0%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter

{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}