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
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
134New |
$20.4K - $21.9K
|
134
$21.3K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
129New |
$19.7K - $21.1K
|
129
$20.5K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
107+ 1.86% |
$16.3K - $17.5K
|
5.86K
$932K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
100+ 1.24% |
$15.3K - $16.4K
|
8.17K
$1.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
87+ 6.49% |
$13.3K - $14.2K
|
1.43K
$227K
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
75+ 0.93% |
$11.4K - $12.3K
|
8.15K
$1.3M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
65+ 1.7% |
$9.92K - $10.6K
|
3.89K
$618K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
56+ 3.28% |
$8.54K - $9.16K
|
1.76K
$280K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
43New |
$6.56K - $7.04K
|
43
$6.84K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
8+ 0.02% |
$1.22K - $1.31K
|
36.2K
$5.77M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1- 0.04% |
$153 - $164
|
2.52K
$401K
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-4- 0.13% |
$610 - $655
|
2.99K
$475K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-12- 12.5% |
$1.83K - $1.96K
|
84
$13.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-15- 0.13% |
$2.29K - $2.45K
|
11.3K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-19- 0.57% |
$2.9K - $3.11K
|
3.34K
$531K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-23- 0.71% |
$3.51K - $3.76K
|
3.2K
$509K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-26- 0.4% |
$3.97K - $4.26K
|
6.5K
$1.03M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-27- 1.52% |
$4.12K - $4.42K
|
1.75K
$278K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-36- 0.43% |
$5.49K - $5.89K
|
8.41K
$1.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-44- 1.78% |
$6.71K - $7.2K
|
2.42K
$385K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-63- 0.03% |
$9.61K - $10.3K
|
241K
$38.3M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-80- 1.54% |
$12.2K - $13.1K
|
5.12K
$815K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-93- 1.2% |
$14.2K - $15.2K
|
7.64K
$1.22M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-125- 10.2% |
$19.1K - $20.5K
|
1.1K
$175K
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-130- 1.42% |
$19.8K - $21.3K
|
8.99K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-153Closed |
$23.3K - $25K
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-154- 50.0% |
$23.5K - $25.2K
|
154
$24.5K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-154- 2.05% |
$23.5K - $25.2K
|
7.34K
$1.17M
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-156- 1.51% |
$23.8K - $25.5K
|
10.2K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-157- 7.09% |
$24K - $25.7K
|
2.06K
$327K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-218- 0.11% |
$33.3K - $35.7K
|
191K
$30.4M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-268- 2.22% |
$40.9K - $43.9K
|
11.8K
$1.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-292- 20.78% |
$44.6K - $47.8K
|
1.11K
$177K
|
|
|
May 15, 2025
Q1 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-350- 11.29% |
$53.4K - $57.3K
|
2.75K
$438K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-360- 6.69% |
$54.9K - $58.9K
|
5.03K
$800K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-434- 0.7% |
$66.2K - $71K
|
61.7K
$9.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-449- 1.51% |
$68.5K - $73.5K
|
29.3K
$4.66M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-574- 6.23% |
$87.6K - $93.9K
|
8.64K
$1.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-621- 12.04% |
$94.7K - $102K
|
4.54K
$722K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-795- 30.52% |
$121K - $130K
|
1.81K
$288K
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-800- 3.75% |
$122K - $131K
|
20.5K
$3.27M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-811- 8.65% |
$124K - $133K
|
8.57K
$1.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-844- 0.86% |
$129K - $138K
|
97K
$15.4M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-848- 27.79% |
$129K - $139K
|
2.2K
$351K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1K- 22.31% |
$153K - $164K
|
3.48K
$554K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.49K- 28.05% |
$227K - $243K
|
3.82K
$607K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.49K- 4.22% |
$228K - $245K
|
33.9K
$5.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.56K- 6.1% |
$237K - $255K
|
24K
$3.81M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.58K- 0.77% |
$241K - $258K
|
203K
$32.3M
|