Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.9K+ 77.96% |
$3.49M - $3.74M
|
52.2K
$7.96M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.01K+ 3.13% |
$611K - $656K
|
132K
$20.1M
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
3.61K+ 6.6% |
$551K - $591K
|
58.3K
$8.89M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.51K+ 87725.0% |
$535K - $574K
|
3.51K
$536K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.01K+ 11.34% |
$460K - $493K
|
29.6K
$4.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
2.84KNew |
$433K - $464K
|
2.84K
$432K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
2.69K+ 12.26% |
$410K - $440K
|
24.6K
$3.75M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.32K+ 7.07% |
$202K - $217K
|
20.1K
$3.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.29K+ 1.7% |
$196K - $211K
|
77.2K
$11.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
903+ 8.24% |
$138K - $148K
|
11.9K
$1.81M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
630New |
$96.1K - $103K
|
630
$96.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
476+ 1.3% |
$72.6K - $77.9K
|
37K
$5.65M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
260+ 2.31% |
$39.7K - $42.6K
|
11.5K
$1.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
184+ 5.26% |
$28.1K - $30.1K
|
3.68K
$561K
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
157New |
$24K - $25.7K
|
157
$23.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
154+ 100.0% |
$23.5K - $25.2K
|
308
$47K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
134New |
$20.4K - $21.9K
|
134
$20.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
87+ 6.49% |
$13.3K - $14.2K
|
1.43K
$218K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-15- 0.13% |
$2.29K - $2.45K
|
11.3K
$1.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-23- 0.71% |
$3.51K - $3.76K
|
3.2K
$488K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-26- 0.4% |
$3.97K - $4.26K
|
6.5K
$991K
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-27- 1.52% |
$4.12K - $4.42K
|
1.75K
$266K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-44- 1.78% |
$6.71K - $7.2K
|
2.42K
$369K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-63- 0.03% |
$9.61K - $10.3K
|
241K
$36.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-93- 1.2% |
$14.2K - $15.2K
|
7.64K
$1.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-130- 1.42% |
$19.8K - $21.3K
|
8.99K
$1.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-154- 50.0% |
$23.5K - $25.2K
|
154
$23.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-292- 20.78% |
$44.6K - $47.8K
|
1.11K
$170K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-360- 6.69% |
$54.9K - $58.9K
|
5.03K
$766K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-434- 0.7% |
$66.2K - $71K
|
61.7K
$9.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-449- 1.51% |
$68.5K - $73.5K
|
29.3K
$4.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-621- 12.04% |
$94.7K - $102K
|
4.54K
$692K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-811- 8.65% |
$124K - $133K
|
8.57K
$1.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-844- 0.86% |
$129K - $138K
|
97K
$14.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.71K- 47.65% |
$413K - $444K
|
2.98K
$454K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.54K- 41.76% |
$1.46M - $1.56M
|
13.3K
$2.03M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-19.1K- 21.6% |
$2.92M - $3.13M
|
69.4K
$10.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-37.1K- 92.92% |
$5.66M - $6.07M
|
2.83K
$431K
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-63.2K- 98.97% |
$9.64M - $10.3M
|
658
$100K
|