Purchases and Sales Made in Q1 2023 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 2023. 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 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
70+ 0.2% |
$7.65K - $8.25K
|
35.5K
$5.71M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
64+ 16.8% |
$6.99K - $7.54K
|
445
$71.6K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
38New |
$4.15K - $4.48K
|
38
$6.11K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
31+ 6.14% |
$3.39K - $3.65K
|
536
$86.2K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
28New |
$3.06K - $3.3K
|
28
$4.5K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-17- 9.6% |
$1.86K - $2K
|
160
$25.7K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18- 0.57% |
$1.97K - $2.12K
|
3.12K
$501K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-22- 5.99% |
$2.4K - $2.59K
|
345
$55.5K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-29- 6.32% |
$3.17K - $3.42K
|
430
$69.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-31- 0.63% |
$3.39K - $3.65K
|
4.89K
$786K
|
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-31- 0.58% |
$3.39K - $3.65K
|
5.34K
$859K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-77- 21.45% |
$8.41K - $9.07K
|
282
$45.4K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-87- 50.0% |
$9.5K - $10.3K
|
87
$14K
|
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-90- 3.95% |
$9.83K - $10.6K
|
2.19K
$352K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-96- 3.51% |
$10.5K - $11.3K
|
2.64K
$424K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-100- 4.0% |
$10.9K - $11.8K
|
2.4K
$386K
|
|
|
Apr 14, 2023
Q1 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-113- 0.94% |
$12.3K - $13.3K
|
12K
$1.93M
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-131- 2.65% |
$14.3K - $15.4K
|
4.81K
$774K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-231- 4.92% |
$25.2K - $27.2K
|
4.46K
$717K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-245- 0.75% |
$26.8K - $28.9K
|
32.3K
$5.2M
|
|
|
May 12, 2023
Q1 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-277- 0.22% |
$30.3K - $32.6K
|
128K
$20.6M
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-285- 7.66% |
$31.1K - $33.6K
|
3.44K
$552K
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-408- 2.7% |
$44.6K - $48.1K
|
14.7K
$2.37M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-411- 8.89% |
$44.9K - $48.4K
|
4.21K
$678K
|
|
|
Apr 18, 2023
Q1 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-478- 14.0% |
$52.2K - $56.3K
|
2.94K
$472K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-524- 1.09% |
$57.2K - $61.7K
|
47.3K
$7.61M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-524- 15.68% |
$57.2K - $61.7K
|
2.82K
$453K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-606- 23.35% |
$66.2K - $71.4K
|
1.99K
$320K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-775- 6.57% |
$84.7K - $91.3K
|
11K
$1.77M
|
|
|
Apr 21, 2023
Q1 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-790- 11.81% |
$86.3K - $93.1K
|
5.9K
$949K
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-862- 0.44% |
$94.2K - $102K
|
194K
$31.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-925- 9.45% |
$101K - $109K
|
8.86K
$1.43M
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-990- 0.84% |
$108K - $117K
|
117K
$18.9M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.28K- 38.58% |
$140K - $151K
|
2.04K
$328K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.42K- 91.89% |
$155K - $167K
|
125
$20.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.61K- 30.8% |
$175K - $189K
|
3.61K
$580K
|
|
|
May 04, 2023
Q1 2023
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-1.61K- 42.94% |
$176K - $190K
|
2.14K
$345K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.72K- 4.56% |
$188K - $203K
|
36.1K
$5.8M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.98K- 28.48% |
$217K - $234K
|
4.98K
$801K
|
|
|
May 15, 2023
Q1 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-2.88K- 1.18% |
$314K - $339K
|
241K
$38.8M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-4.38K- 95.16% |
$479K - $517K
|
223
$35.9K
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-5.2K- 8.77% |
$568K - $612K
|
54K
$8.69M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.48K- 46.03% |
$598K - $645K
|
6.42K
$1.03M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
SELL
|
- |
-5.74K- 25.19% |
$627K - $676K
|
17K
$2.74M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.87K- 60.08% |
$642K - $692K
|
3.9K
$628K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.25K- 12.64% |
$682K - $736K
|
43.2K
$6.94M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-6.43KClosed |
$702K - $757K
|
0
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-7.09K- 21.58% |
$774K - $835K
|
25.7K
$4.14M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-9.09K- 98.74% |
$993K - $1.07M
|
116
$18.7K
|