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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
75.8K+ 23.02% |
$11.6M - $12.4M
|
405K
$64.5M
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
63.5K+ 9647.11% |
$9.68M - $10.4M
|
64.1K
$10.2M
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
28.7KNew |
$4.37M - $4.69M
|
28.7K
$4.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.9K+ 77.96% |
$3.49M - $3.74M
|
52.2K
$8.31M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.3K+ 7.89% |
$3.25M - $3.48M
|
291K
$46.3M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.4K+ 6.56% |
$2.04M - $2.19M
|
217K
$34.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12.8K+ 14.26% |
$1.95M - $2.09M
|
102K
$16.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.56K+ 159.37% |
$1.31M - $1.4M
|
13.9K
$2.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
8K+ 4.67% |
$1.22M - $1.31M
|
179K
$28.5M
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
6.43KNew |
$980K - $1.05M
|
6.43K
$1.02M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
6.22KNew |
$949K - $1.02M
|
6.22K
$990K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
4.84K+ 3556.62% |
$738K - $792K
|
4.97K
$791K
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
4.82K+ 16.54% |
$735K - $789K
|
34K
$5.4M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
4.47K+ 24.46% |
$682K - $732K
|
22.8K
$3.62M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.18KNew |
$637K - $684K
|
4.18K
$665K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.01K+ 3.13% |
$611K - $656K
|
132K
$21M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
3.7KNew |
$565K - $606K
|
3.7K
$589K
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
3.61K+ 6.6% |
$551K - $591K
|
58.3K
$9.28M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.51K+ 87725.0% |
$535K - $574K
|
3.51K
$559K
|
|
|
Apr 28, 2025
Q1 2025
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
3.21K+ 5.43% |
$489K - $525K
|
62.3K
$9.92M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.21K+ 1.31% |
$489K - $525K
|
248K
$39.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.01K+ 11.34% |
$460K - $493K
|
29.6K
$4.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
2.84KNew |
$433K - $464K
|
2.84K
$451K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
2.69K+ 12.26% |
$410K - $440K
|
24.6K
$3.92M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
2.69K+ 0.52% |
$410K - $440K
|
517K
$82.3M
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
BUY
|
- |
2.59KNew |
$396K - $424K
|
2.59K
$413K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.38K+ 298.49% |
$363K - $389K
|
3.17K
$505K
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
BUY
|
- |
2.24K+ 3.55% |
$342K - $366K
|
65.3K
$10.4M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.23K+ 97.68% |
$340K - $365K
|
4.51K
$718K
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.17K+ 4.87% |
$331K - $355K
|
46.7K
$7.43M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.02KNew |
$307K - $330K
|
2.02K
$321K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
1.77KNew |
$270K - $290K
|
1.77K
$282K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
BUY
|
- |
1.72KNew |
$262K - $281K
|
1.72K
$274K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.71K+ 83.76% |
$260K - $279K
|
3.75K
$596K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.52K+ 12.0% |
$232K - $249K
|
14.2K
$2.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.32K+ 7.07% |
$202K - $217K
|
20.1K
$3.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.29K+ 1.7% |
$196K - $211K
|
77.2K
$12.3M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.12K+ 15.1% |
$171K - $184K
|
8.57K
$1.36M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
903+ 8.24% |
$138K - $148K
|
11.9K
$1.89M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
779+ 1.88% |
$119K - $127K
|
42.1K
$6.71M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
630New |
$96.1K - $103K
|
630
$100K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
590+ 1.64% |
$90K - $96.6K
|
36.6K
$5.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
476+ 1.3% |
$72.6K - $77.9K
|
37K
$5.89M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
360+ 750.0% |
$54.9K - $58.9K
|
408
$64.9K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
305New |
$46.5K - $49.9K
|
305
$48.5K
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
305New |
$46.5K - $49.9K
|
305
$48.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
260+ 2.31% |
$39.7K - $42.6K
|
11.5K
$1.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
184+ 5.26% |
$28.1K - $30.1K
|
3.68K
$586K
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
157New |
$24K - $25.7K
|
157
$25K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
154+ 100.0% |
$23.5K - $25.2K
|
308
$49K
|