Who Owns SPDR (QUS)? -- Institutional Holders (2026-06-30)

208 institutions reported holding $1.31B of SPDR (QUS) in SEC 13F filings for 2026-06-30. Largest institutional holders: Focus Partners Wealth ($389.3M), SFMG, LLC ($104.8M), Tolleson Wealth Management, Inc. ($95.7M), LPL Financial LLC ($69.9M), Perennial Investment Advisors, LLC ($56.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Focus Partners Wealth$389.3M2.1MAdded
2SFMG, LLC$104.8M560,714Added
3Tolleson Wealth Management, Inc.$95.7M511,934Trimmed
4LPL Financial LLC$69.9M373,850Added
5Perennial Investment Advisors, LLC$56.2M300,970Trimmed
6ENVESTNET ASSET MANAGEMENT INC$38.6M206,813Trimmed
7BANK OF AMERICA CORP /DE/$38.4M205,402Trimmed
8Howard Capital Management Inc.$37.7M201,781New
9BIP Wealth, LLC$32.3M172,792Added
10Sage Mountain Advisors LLC$31.1M166,196Trimmed
11AMERIPRISE FINANCIAL INC$30.1M161,121Trimmed
12MORGAN STANLEY$23.0M122,928Trimmed
13McKinney Capital Management, LLC$19.4M103,585New
14Marotta Asset Management$15.9M84,965Added
15Paul R. Ried Financial Group, LLC$14.3M76,485Added
16Continuum Advisory, LLC$14.0M75,092Added
17Great Point Wealth Advisors, LLC$13.8M73,642Trimmed
18American Money Management, LLC$13.5M72,164Added
19Royal Bank of Canada$12.4M66,548Trimmed
20VAQUERO PRIVATE WEALTH, LTD$11.8M62,881New
21Goodman Advisory Group, LLC$11.2M59,982Added
22ELEVATION POINT WEALTH PARTNERS, LLC$10.8M57,890New
23ARQ WEALTH ADVISORS, LLC$10.7M57,189Added
24Eagle Strategies LLC$10.7M57,036Trimmed
25Garrett Wealth Advisory Group, LLC$10.0M53,368Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30