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Get Institutions for : 
Spdr Msci Usa Strategicfactors (QUS)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 141    13
Total shares held : 
 6,758,467  
% of shares held : 
 82.62%  
Changes In:
New/increased positions vs   
old/decreased positions : 
 0  
Amount of shares held : 
 1,547,177  
% of shares held change : 
   18.91%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
20
 1,642,666
 24.31%
 
Increased Positions :
40
 378,596
 5.6%
 
Unchanged Positions :
28
 97,656
 1.44%
 
Decreased Positions :
53
-435,457
-6.44%
 
Closed Positions :
7
-38,628
-0.57%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Mount Yale Investment Advisors LLC 5 *New 2024-03-31 204,465 $29,776,000 204,465
   Bouvel Investment Partners LLC 14 *New 2024-03-31 36,649 $5,337,000 36,649
   SILVER OAK SECURITIES Inc 65 *New 2024-03-31 17,057 $2,484,000 17,057
   Retireful LLC 81 *New 2024-03-31 4,365 $636,000 4,365
   FAYEZ SAROFIM & CO 208 *New 2024-03-31 3,946 $575,000 3,946
   Aptus Capital Advisors LLC 489 *New 2024-03-31 3,596 $524,000 3,596
   JOURNEY STRATEGIC WEALTH LLC 187 *New 2024-03-31 2,063 $300,000 2,063
   Cresset Asset Management LLC 1569 *New 2024-03-31 2,041 $297,000 2,041
   Sterling Investment Advisors Ltd. 120 *New 2024-03-31 2,010 $293,000 2,010
   Lido Advisors LLC 1004 *New 2024-03-31 1,910 $278,000 1,910
   BAILARD BIEHL & KAISER INC 605 *New 2024-03-31 1,766 $257,000 1,766
   YHB INVESTMENT ADVISORS, INC. 259 *New 2024-03-31 1,513 $220,000 1,513
   Long Run Wealth Advisors LLC 91 *New 2024-03-31 1,500 $218,000 1,500
   Atria Wealth Solutions Inc. 1797 *New 2024-03-31 1,413 $206,000 1,413
   Smith Anglin Financial LLC 186 *New 2024-03-31 1,412 $206,000 1,412
   Montis Financial LLC 79 *New 2024-03-31 1,409 $205,000 1,409
   Ronald Blue Trust Inc. 985 *New 2024-03-31 272 $40,000 272
   UBS Group AG 5613 *New 2024-03-31 165 $24,000 165
   GRADIENT INVESTMENTS LLC 1639 *New 2024-03-31 0 $0 0
  19 Records found
  1    
  Page 1 of 1
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