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 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-1.63K- 3.46% |
$248K - $266K
|
45.4K
$7.23M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.91K- 6.36% |
$292K - $313K
|
28.1K
$4.48M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.11K- 19.05% |
$322K - $345K
|
8.96K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.33K- 4.39% |
$356K - $382K
|
50.9K
$8.09M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.46K- 32.27% |
$375K - $402K
|
5.16K
$821K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.61K- 1.53% |
$399K - $428K
|
169K
$26.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.71K- 47.65% |
$413K - $444K
|
2.98K
$474K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-6.72K- 31.49% |
$1.03M - $1.1M
|
14.6K
$2.33M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.43K- 52.29% |
$1.13M - $1.22M
|
6.78K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.07K- 8.82% |
$1.23M - $1.32M
|
83.5K
$13.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.54K- 41.76% |
$1.46M - $1.56M
|
13.3K
$2.12M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-19.1K- 21.6% |
$2.92M - $3.13M
|
69.4K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-23.5K- 3.87% |
$3.59M - $3.85M
|
585K
$93M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-37.1K- 92.92% |
$5.66M - $6.07M
|
2.83K
$450K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-41.4K- 28.04% |
$6.32M - $6.78M
|
106K
$16.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-45.3K- 11.8% |
$6.91M - $7.41M
|
339K
$53.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-63.2K- 98.97% |
$9.64M - $10.3M
|
658
$105K
|