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SS Spdr Msci U Stratfact ETF (QUS)

CUSIP: 78468R812 | NYSE | 413 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Howard Capital Management, LLC208,182
0.5% of portfolio›$39.6M
BIP Wealth, LLC177,304
0.9% of portfolio›$33.7M
Sage Mountain Advisors LLC164,665
1.8% of portfolio›$31.3M
Marotta Asset Management93,212
3.0% of portfolio›$17.7M
Great Point Wealth Advisors, LLC72,219
2.2% of portfolio›$13.7M
ARQ Wealth Advisors, LLC60,395
1.4% of portfolio›$11.5M
Elevation Point Wealth Partners, LLC55,969
0.2% of portfolio›$10.8M
Eagle Strategies LLC55,863
1.0% of portfolio›$10.6M
Goodman Advisory Group, LLC53,147
2.3% of portfolio›$10.1M
Garrett Wealth Advisory Group, LLC52,398
1.5% of portfolio›$10.0M
Elevation Capital Advisory, LLC45,557
3.4% of portfolio›$8.7M
Hughes Financial Services, LLC42,643
1.1% of portfolio›$8.4M
Vaquero Private Wealth, LTD37,885
1.5% of portfolio›$7.2M
Cambridge Investment Research Advisors, Inc.33,515
0.0% of portfolio›$6.4K
First Hawaiian Bank25,644
0.6% of portfolio›$4.9M
Parsons Capital Management Inc23,413
0.2% of portfolio›$4.5M
Midwest Financial Network, LLC23,171
3.0% of portfolio›$4.4M
Kestra Advisory Services, LLC17,420
0.0% of portfolio›$3.3M
Ethic Inc.16,723
0.0% of portfolio›$3.2M
Versant Capital Management, Inc14,985
0.2% of portfolio›$2.8M
Sharkey, Howes & Javer14,666
0.3% of portfolio›$2.8M
Commonwealth Equity Services, LLC12,026
0.0% of portfolio›$2.3M
Wealth Enhancement Advisory Services, LLC11,800
0.0% of portfolio›$2.3M
Goldstein Advisors, LLC10,623
0.2% of portfolio›$2.0M
Sentinel Pension Advisors, LLC8,705
0.2% of portfolio›$1.7M
Harbor Investment Advisory, LLC8,391
0.1% of portfolio›$1.6M
Selby Wealth Management, LLC7,992
0.5% of portfolio›$1.5M
DWM Financial Group, Inc.7,895
1.2% of portfolio›$1.5M
Cornerstone Wealth Management, LLC7,841
0.1% of portfolio›$1.5M
Flagship Harbor Advisors, LLC6,678
0.0% of portfolio›$1.3M
IFP Advisors, Inc6,636
0.0% of portfolio›$1.3M
Sheets Smith Wealth Management6,161
0.1% of portfolio›$1.2M
McAdam, LLC5,987
0.0% of portfolio›$1.1M
Wilkins Miller Wealth Management, LLC5,919
0.6% of portfolio›$1.1M
Hengehold Capital Management LLC5,664
0.1% of portfolio›$1.1M
VestGen Advisors, LLC5,412
0.0% of portfolio›$1.0M
Dynamic Advisor Solutions LLC4,989
0.0% of portfolio›$948.5K
Princeton Global Asset Management LLC4,929
0.1% of portfolio›$937.0K
1620 Investment Advisors, Inc.4,848
0.6% of portfolio›$921.7K
Naples Global Advisors, LLC4,825
0.1% of portfolio›$917.3K
King Luther Capital Management Corp4,474
0.0% of portfolio›$850.6K
Apollon Financial, LLC4,465
0.1% of portfolio›$848.8K
Spinnaker Investment Group, LLC4,318
0.1% of portfolio›$820.8K
Vicus Capital4,125
0.0% of portfolio›$784.1K
Rockland Trust Co3,748
0.0% of portfolio›$712.5K
Gilpin Wealth Management, LLC3,599
0.5% of portfolio›$684.2K
Keeler Thomas Management LLC3,563
0.3% of portfolio›$677.4K
Cullen T Bankers, Inc.3,483
0.0% of portfolio›$662.2K
Valtinson Bruner Financial Planning LLC3,463
0.2% of portfolio›$658.3K
Financial Guidance Group, Inc.3,346
0.2% of portfolio›$636.1K
Opulen Financial Group LLC3,313
0.4% of portfolio›$629.9K
Independent Wealth Network Inc.3,234
0.2% of portfolio›$614.9K
Seven Mile Advisory3,208
0.4% of portfolio›$609.9K
Private Trust Co NA2,996
0.0% of portfolio›$569.6K
True North Advisors, LLC2,593
0.0% of portfolio›$493.0K
CFS Investment Advisory Services, LLC2,511
0.0% of portfolio›$486.8K
Royal Fund Management, LLC2,435
0.0% of portfolio›$463.0K
Lido Advisors, LLC2,162
0.0% of portfolio›$411.2K
Balance Wealth Partners LLC2,073
0.1% of portfolio›$394.1K
Wealthcare Advisory Partners LLC1,979
0.0% of portfolio›$376.2K
Abundance Wealth Counselors1,962
0.1% of portfolio›$373.0K
Park Avenue Securities LLC1,904
0.0% of portfolio›$362
New England Private Wealth Advisors LLC1,811
0.0% of portfolio›$344.2K
Focus Financial Network, Inc.1,804
0.0% of portfolio›$342.9K
Catalyst Private Wealth, LLC1,802
0.1% of portfolio›$342.6K
Bailard, Inc.1,766
0.0% of portfolio›$335.7K
Hobart Private Capital, LLC1,737
0.1% of portfolio›$330.2K
Integrated Advisors Network LLC1,666
0.0% of portfolio›$316.7K
Perryman Financial Advisory Inc1,647
0.0% of portfolio›$313.2K
BlueChip Wealth Advisors LLC1,601
0.1% of portfolio›$304.4K
Carnegie Investment Counsel1,601
0.0% of portfolio›$304.3K
Clear Harbor Asset Management, LLC1,584
0.0% of portfolio›$301.1K
Values Added Financial LLC1,581
0.1% of portfolio›$300.6K
Titleist Asset Management, LLC1,575
0.0% of portfolio›$299.4K
PUREfi Wealth, LLC1,540
0.1% of portfolio›$292.8K
Worth Financial Advisory Group, LLC1,535
0.1% of portfolio›$291.8K
Montis Financial, LLC1,409
0.1% of portfolio›$267.9K
John W. Brooker & Co., CPAs1,313
0.3% of portfolio›$249.6K
Lynx Investment Advisory1,285
0.1% of portfolio›$244.2K
J.W. Cole Advisors, Inc.1,263
0.0% of portfolio›$240.2K
Creative Planning1,255
0.0% of portfolio›$238.5K
B. Riley Wealth Advisors, Inc.1,234
0.0% of portfolio›$234.6K
Wedmont Private Capital1,211
0.0% of portfolio›$234.9K
Maia Wealth LLC1,194
0.0% of portfolio›$227.0K
TFC Financial Management, Inc.1,193
0.0% of portfolio›$226.8K
Clark Asset Management, LLC1,180
0.0% of portfolio›$224.3K
Brown Financial Advisory1,155
0.1% of portfolio›$219.6K
MBE Wealth Management, LLC1,103
0.1% of portfolio›$209.7K
NBH Bank693
0.1% of portfolio›$131.7K
Creative Financial Designs Inc222
0.0% of portfolio›$42.2K
Triumph Capital Management208
0.0% of portfolio›$39.5K
Accordant Advisory Group Inc204
0.0% of portfolio›$38.8K
Mather Group, Llc.180
0.0% of portfolio›$34.2K
Bank of New Hampshire155
0.0% of portfolio›$29.5K
Golden State Wealth Management, LLC154
0.0% of portfolio›$29.3K
Larson Financial Group LLC139
0.0% of portfolio›$26.4K
Capital Investment Advisory Services, LLC98
0.0% of portfolio›$18.6K
Silver Grove Financial Group, Inc.76
0.0% of portfolio›$14.4K
Assetmark, Inc59
0.0% of portfolio›$11.2K
Blue Bell Private Wealth Management, LLC33
0.0% of portfolio›$6.3K
AlphaCore Capital LLC26
0.0% of portfolio›$4.9K
Breakwater Investment Management25
0.0% of portfolio›$4.8K
Lanark Financial, Inc.22
0.0% of portfolio›$4.2K
Ascentis Independent Advisors7
0.0% of portfolio›$1.3K
Citigroup Inc1
0.0% of portfolio›$190
Root Financial Partners, LLC1
0.0% of portfolio›$190
StyleTurnoverLocationFiled
Howard Capital Management, LLC
208,182$39.6M0.5%ETFHighAlpharetta, GA2026-10-16
BIP Wealth, LLC
177,304$33.7M0.9%ETFMediumAtlanta, GA2026-10-22
Sage Mountain Advisors LLC
164,665$31.3M1.8%ETFLowAtlanta, GA2026-11-02
Marotta Asset Management
93,212$17.7M3.0%ETFLowCharlottesville, VA2026-10-02
Great Point Wealth Advisors, LLC
72,219$13.7M2.2%ETFVery LowBoston, MA2026-10-15
ARQ Wealth Advisors, LLC
60,395$11.5M1.4%ETFLowScottsdale, AZ2026-10-29
Elevation Point Wealth Partners, LLC
55,969$10.8M0.2%CoreHighDenver, CO2026-11-05
Eagle Strategies LLC
55,863$10.6M1.0%ETFLowNew York, NY2026-10-16
Goodman Advisory Group, LLC
53,147$10.1M2.3%GrowthHighNeedham, MA2026-11-02
Garrett Wealth Advisory Group, LLC
52,398$10.0M1.5%ETFVery LowWeatherford, TX2026-10-22
Elevation Capital Advisory, LLC
45,557$8.7M3.4%ETFVery HighBend, OR2026-10-29
Hughes Financial Services, LLC
42,643$8.4M1.1%ETFLowHerndon, VA2026-10-30
Vaquero Private Wealth, LTD
37,885$7.2M1.5%ETFN/ADallas, TX2026-10-27
Cambridge Investment Research Advisors, Inc.
33,515$6.4K0.0%ETFLowFairfield, IA2026-11-02
First Hawaiian Bank
25,644$4.9M0.6%ETFVery LowHonolulu, HI2026-10-14
Parsons Capital Management Inc
23,413$4.5M0.2%CoreLowProvidence, RI2026-10-28
Midwest Financial Network, LLC
23,171$4.4M3.0%ETFHighTinley Park, IL2026-10-13
Kestra Advisory Services, LLC
17,420$3.3M0.0%CoreLowAustin, TX2026-11-02
Ethic Inc.
16,723$3.2M0.0%CoreLowNew York, NY2026-11-03
Versant Capital Management, Inc
14,985$2.8M0.2%GARPLowPhoenix, AZ2026-10-02
Sharkey, Howes & Javer
14,666$2.8M0.3%ETFMediumDenver, CO2026-10-22
Commonwealth Equity Services, LLC
12,026$2.3M0.0%ETFLowWaltham, MA2026-11-02
Wealth Enhancement Advisory Services, LLC
11,800$2.3M0.0%CoreLowPlymouth, MN2026-10-13
Goldstein Advisors, LLC
10,623$2.0M0.2%ETFMediumMadison, WI2026-10-15
Sentinel Pension Advisors, LLC
8,705$1.7M0.2%ETFLowWakefield, MA2026-11-02
Harbor Investment Advisory, LLC
8,391$1.6M0.1%GrowthLowLutherville, MD2026-10-13
Selby Wealth Management, LLC
7,992$1.5M0.5%ETFVery LowEmeryville, CA2026-10-16
DWM Financial Group, Inc.
7,895$1.5M1.2%ETFN/APalatine, IL2026-10-28
Cornerstone Wealth Management, LLC
7,841$1.5M0.1%ETFVery LowSt. Peters, MO2026-11-04
Flagship Harbor Advisors, LLC
6,678$1.3M0.0%ETFMediumBoston, MA2026-10-26
IFP Advisors, Inc
6,636$1.3M0.0%GrowthLowTampa, FL2026-10-16
Sheets Smith Wealth Management
6,161$1.2M0.1%CoreLowWinston-Salem, NC2026-10-16
McAdam, LLC
5,987$1.1M0.0%ETFLowPhiladelphia, PA2026-10-21
Wilkins Miller Wealth Management, LLC
5,919$1.1M0.6%ETFVery LowMobile, AL2026-10-13
Hengehold Capital Management LLC
5,664$1.1M0.1%ETFLowCincinnati, OH2026-10-16
VestGen Advisors, LLC
5,412$1.0M0.0%GrowthMediumChicago, IL2026-10-27
Dynamic Advisor Solutions LLC
4,989$948.5K0.0%ETFLowPhoenix, AZ2026-10-13
Princeton Global Asset Management LLC
4,929$937.0K0.1%GrowthLowPrinceton, NJ2026-10-21
1620 Investment Advisors, Inc.
4,848$921.7K0.6%ValueLowPlymouth, MA2026-11-04
Naples Global Advisors, LLC
4,825$917.3K0.1%CoreVery LowNaples, FL2026-11-05
King Luther Capital Management Corp
4,474$850.6K0.0%CoreLowFort Worth, TX2026-11-05
Apollon Financial, LLC
4,465$848.8K0.1%ETFVery LowMount Pleasant, SC2026-10-23
Spinnaker Investment Group, LLC
4,318$820.8K0.1%ETFLowNewport Beach, CA2026-10-13
Vicus Capital
4,125$784.1K0.0%ETFMediumState College, PA2026-11-05
Rockland Trust Co
3,748$712.5K0.0%CoreLowHanover, MA2026-10-05
Gilpin Wealth Management, LLC
3,599$684.2K0.5%GrowthLowDenver, CO2026-10-09
Keeler Thomas Management LLC
3,563$677.4K0.3%CoreHighOrem, UT2026-10-29
Cullen T Bankers, Inc.
3,483$662.2K0.0%GrowthLowSan Antonio, TX2026-10-28
Valtinson Bruner Financial Planning LLC
3,463$658.3K0.2%ETFLowNew Brighton, MN2026-11-02
Financial Guidance Group, Inc.
3,346$636.1K0.2%ETFVery LowPalm Harbor, FL2026-10-21
Opulen Financial Group LLC
3,313$629.9K0.4%ETFVery LowArlington, VA2026-10-22
Independent Wealth Network Inc.
3,234$614.9K0.2%ETFMediumUrbandale, IA2026-10-19
Seven Mile Advisory
3,208$609.9K0.4%GrowthLowTallahassee, FL2026-10-22
Private Trust Co NA
2,996$569.6K0.0%CoreLowCleveland, OH2026-10-20
True North Advisors, LLC
2,593$493.0K0.0%CoreMediumDallas, TX2026-10-22
CFS Investment Advisory Services, LLC
2,511$486.8K0.0%ETFMediumTotowa, NJ2026-10-19
Royal Fund Management, LLC
2,435$463.0K0.0%GrowthMediumLady Lake, FL2026-10-22
Lido Advisors, LLC
2,162$411.2K0.0%GrowthLowLos Angeles, CA2026-11-04
Balance Wealth Partners LLC
2,073$394.1K0.1%ETFMediumWorthington, OH2026-10-27
Wealthcare Advisory Partners LLC
1,979$376.2K0.0%ETFLowWest Chester, PA2026-10-21
Abundance Wealth Counselors
1,962$373.0K0.1%GrowthLowState College, PA2026-10-26
Park Avenue Securities LLC
1,904$3620.0%ETFMediumNew York, NY2026-10-26
New England Private Wealth Advisors LLC
1,811$344.2K0.0%ETFVery LowWellesley, MA2026-10-19
Focus Financial Network, Inc.
1,804$342.9K0.0%ETFLowMinneapolis, MN2026-10-14
Catalyst Private Wealth, LLC
1,802$342.6K0.1%ETFVery LowSan Mateo, CA2026-10-13
Bailard, Inc.
1,766$335.7K0.0%GrowthMediumFoster City, CA2026-10-13
Hobart Private Capital, LLC
1,737$330.2K0.1%ETFMediumCharlotte, NC2026-10-19
Integrated Advisors Network LLC
1,666$316.7K0.0%GrowthMediumDallas, TX2026-10-20
Perryman Financial Advisory Inc
1,647$313.2K0.0%GrowthVery LowDallas, TX2026-10-16
BlueChip Wealth Advisors LLC
1,601$304.4K0.1%ETFMediumMilton, GA2026-11-03
Carnegie Investment Counsel
1,601$304.3K0.0%CoreLowPepper Pike, OH2026-10-20
Clear Harbor Asset Management, LLC
1,584$301.1K0.0%CoreLowStamford, CT2026-11-05
Values Added Financial LLC
1,581$300.6K0.1%ETFLowWashington, DC2026-10-28
Titleist Asset Management, LLC
1,575$299.4K0.0%ETFLowSan Antonio, TX2026-10-08
PUREfi Wealth, LLC
1,540$292.8K0.1%GrowthMediumBoston, MA2026-10-19
Worth Financial Advisory Group, LLC
1,535$291.8K0.1%GrowthVery LowCharlotte, NC2026-10-19
Montis Financial, LLC
1,409$267.9K0.1%ETFLowWaltham, MA2026-11-04
John W. Brooker & Co., CPAs
1,313$249.6K0.3%ETFMediumOakland, CA2026-10-21
Lynx Investment Advisory
1,285$244.2K0.1%ETFLowWashington, Dc, DC2026-10-27
J.W. Cole Advisors, Inc.
1,263$240.2K0.0%IndexLowTampa, FL2026-11-05
Creative Planning
1,255$238.5K0.0%IndexVery LowOverland Park, KS2026-11-02
B. Riley Wealth Advisors, Inc.
1,234$234.6K0.0%GrowthLowMemphis, TN2026-10-13
Wedmont Private Capital
1,211$234.9K0.0%IndexVery LowWest Chester, PA2026-10-09
Maia Wealth LLC
1,194$227.0K0.0%ETFMediumDenver, CO2026-10-19
TFC Financial Management, Inc.
1,193$226.8K0.0%ETFVery LowBoston, MA2026-10-26
Clark Asset Management, LLC
1,180$224.3K0.0%ETFVery LowStratham, NH2026-10-19
Brown Financial Advisory
1,155$219.6K0.1%ETFVery LowFairhope, AL2026-11-05
MBE Wealth Management, LLC
1,103$209.7K0.1%ETFVery LowTomah, WI2026-10-26
NBH Bank
693$131.7K0.1%CoreN/AGreenwood Village, CO2026-11-05
Creative Financial Designs Inc
222$42.2K0.0%ETFMediumKokomo, IN2026-11-04
Triumph Capital Management
208$39.5K0.0%ETFMediumDenver, CO2026-10-14
Accordant Advisory Group Inc
204$38.8K0.0%ValueMediumAnnapolis, MD2026-10-29
Mather Group, Llc.
180$34.2K0.0%ETFMediumChicago, IL2026-10-14
Bank of New Hampshire
155$29.5K0.0%CoreLowLaconia, NH2026-10-06
Golden State Wealth Management, LLC
154$29.3K0.0%ETFMediumSanta Ana, CA2026-11-02
Larson Financial Group LLC
139$26.4K0.0%GrowthLowSt Louis, MO2026-11-05
Capital Investment Advisory Services, LLC
98$18.6K0.0%CoreMediumRaleigh, NC2026-10-30
Silver Grove Financial Group, Inc.
76$14.4K0.0%CoreMediumOrchard Park, NY2026-11-05
Assetmark, Inc
59$11.2K0.0%ETFLowConcord, CA2026-10-21
Blue Bell Private Wealth Management, LLC
33$6.3K0.0%YieldVery LowBlue Bell, PA2026-10-29
AlphaCore Capital LLC
26$4.9K0.0%ETFLowLa Jolla, CA2026-11-04
Breakwater Investment Management
25$4.8K0.0%ETFLowSeattle, WA2026-10-20
Lanark Financial, Inc.
22$4.2K0.0%CoreMediumBirmingham, AL2026-10-26
Ascentis Independent Advisors
7$1.3K0.0%ETFLowDallas, TX2026-11-03
Citigroup Inc
1$1900.0%CoreMediumNew York, NY2026-11-04
Root Financial Partners, LLC
1$1900.0%ETFMediumEncinitas, CA2026-10-21