Purchases and Sales Made in Q1 2022 in Spdr Ser Tr Msci Usa Strategic (QUS)
This table provides information about the institutional ownership of Spdr Ser Tr Msci Usa Strategic (QUS) during Q1 2022. The information is specifically focused on institutions that hold shares of SPDR SER TR MSCI USA STRATEGIC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
379K+ 8530.04% |
$43.9M - $49.6M
|
384K
$59.8M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
267K+ 2366.54% |
$31M - $35M
|
279K
$43.4M
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
BUY
|
- |
68.4KNew |
$7.93M - $8.95M
|
68.4K
$10.7M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
32.2K+ 2664.13% |
$3.73M - $4.21M
|
33.4K
$5.2M
|
|
Apr 25, 2022
Q1 2022
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
16.1K+ 22.54% |
$1.87M - $2.11M
|
87.7K
$13.7M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16KNew |
$1.86M - $2.09M
|
16K
$2.5M
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
13.4KNew |
$1.55M - $1.76M
|
13.4K
$2.09M
|
|
Apr 21, 2022
Q1 2022
|
Sfmg, LLC
|
BUY
|
- |
13.1K+ 3.14% |
$1.52M - $1.72M
|
431K
$67.2M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.9KNew |
$1.49M - $1.68M
|
12.9K
$2.01M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
10.4K+ 199.23% |
$1.2M - $1.36M
|
15.6K
$2.43M
|
|
Apr 20, 2022
Q1 2022
|
Resource Planning Group
|
BUY
|
- |
7.09K+ 67.73% |
$821K - $927K
|
17.6K
$2.74M
|
|
May 04, 2022
Q1 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
6.72KNew |
$778K - $878K
|
6.72K
$1.05M
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.64K+ 153.08% |
$769K - $868K
|
11K
$1.71M
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.64K+ 153.08% |
$769K - $868K
|
11K
$1.71M
|
|
May 19, 2022
Q1 2022
|
Financial Guidance Group, Inc.
|
BUY
|
- |
6.37KNew |
$738K - $833K
|
6.37K
$993K
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.64KNew |
$538K - $607K
|
4.64K
$724K
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.57K+ 48.44% |
$529K - $597K
|
14K
$2.18M
|
|
May 13, 2022
Q1 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
3.04K+ 4.5% |
$352K - $397K
|
70.5K
$11M
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.85K+ 21.27% |
$331K - $373K
|
16.3K
$2.54M
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.64KNew |
$306K - $345K
|
2.64K
$412K
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
BUY
|
- |
2.16K+ 1.85% |
$250K - $282K
|
118K
$18.5M
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
2.09K+ 3.67% |
$242K - $273K
|
59K
$9.2M
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.76K+ 68.16% |
$204K - $231K
|
4.35K
$679K
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.46K+ 3.98% |
$169K - $191K
|
38.1K
$5.94M
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.38K+ 5.72% |
$160K - $181K
|
25.5K
$3.98M
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
1.3KNew |
$151K - $170K
|
1.3K
$203K
|
|
May 16, 2022
Q1 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
1.2K+ 0.12% |
$138K - $156K
|
1.03M
$161M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
913+ 245.43% |
$106K - $119K
|
1.29K
$200K
|
|
Apr 18, 2022
Q1 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
829+ 5.97% |
$96K - $108K
|
14.7K
$2.29M
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
812+ 9.98% |
$94.1K - $106K
|
8.95K
$1.39M
|
|
Apr 08, 2022
Q1 2022
|
Marotta Asset Management
|
BUY
|
- |
782+ 1.81% |
$90.6K - $102K
|
44.1K
$6.87M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
770New |
$89.2K - $101K
|
770
$120K
|
|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
640+ 22.32% |
$74.1K - $83.7K
|
3.51K
$547K
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
493+ 1.94% |
$57.1K - $64.5K
|
26K
$4.05M
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
400+ 5.9% |
$46.3K - $52.3K
|
7.19K
$1.12M
|
|
May 11, 2022
Q1 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
389+ 2.96% |
$45.1K - $50.9K
|
13.5K
$2.11M
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
265+ 2.62% |
$30.7K - $34.7K
|
10.4K
$1.62M
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
241+ 0.73% |
$27.9K - $31.5K
|
33.4K
$5.21M
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
207+ 2.18% |
$24K - $27.1K
|
9.72K
$1.52M
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
200+ 16.93% |
$23.2K - $26.2K
|
1.38K
$215K
|
|
May 13, 2022
Q1 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
158+ 0.47% |
$18.3K - $20.7K
|
33.7K
$5.25M
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
110+ 6.83% |
$12.7K - $14.4K
|
1.72K
$268K
|
|
May 06, 2022
Q1 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
95+ 0.16% |
$11K - $12.4K
|
58.3K
$9.08M
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
35New |
$4.05K - $4.58K
|
35
$5.46K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
19New |
$2.2K - $2.49K
|
19
$2.96K
|
|
Apr 29, 2022
Q1 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
6+ 0.07% |
$695 - $785
|
8.61K
$1.34M
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Echo Wealth Management, LLC
|
SELL
|
- |
-3- 0.17% |
$348 - $392
|
1.78K
$277K
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-6Closed |
$695 - $785
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Smart Money Group LLC
|
SELL
|
- |
-7- 0.34% |
$811 - $916
|
2.07K
$322K
|