Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
65.3K+ 17.52% |
$7.33M - $7.8M
|
438K
$68.3M
|
|
Aug 18, 2021
Q2 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
62.1K+ 8.12% |
$6.96M - $7.41M
|
826K
$129M
|
|
Aug 13, 2021
Q2 2021
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
61.8K+ 6.08% |
$6.93M - $7.38M
|
1.08M
$168M
|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
39.8KNew |
$4.47M - $4.76M
|
39.8K
$6.21M
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
29.7KNew |
$3.33M - $3.54M
|
29.7K
$4.63M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
25.6KNew |
$2.87M - $3.06M
|
25.6K
$3.99M
|
|
Jul 22, 2021
Q2 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.8K+ 125.39% |
$1.77M - $1.89M
|
28.4K
$4.43M
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.97K+ 8.79% |
$1.12M - $1.19M
|
123K
$19.3M
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.79KNew |
$874K - $931K
|
7.79K
$1.21M
|
|
Aug 10, 2021
Q2 2021
|
Andesa Financial Management Inc.
|
BUY
|
- |
6.61K+ 7.16% |
$742K - $790K
|
98.9K
$15.4M
|
|
Jul 26, 2021
Q2 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
5.98K+ 11.2% |
$671K - $715K
|
59.4K
$9.27M
|
|
Aug 02, 2021
Q2 2021
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
5.22KNew |
$585K - $623K
|
5.22K
$813K
|
|
Aug 13, 2021
Q2 2021
|
Covington Capital Management
|
BUY
|
- |
4.78K+ 10.27% |
$537K - $571K
|
51.4K
$8.01M
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.54K+ 99.11% |
$509K - $543K
|
9.13K
$1.42M
|
|
Jul 12, 2021
Q2 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
4.33K+ 8.48% |
$485K - $517K
|
55.3K
$8.63M
|
|
Aug 13, 2021
Q2 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
3.73K+ 5.01% |
$419K - $446K
|
78.3K
$12.2M
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.08KNew |
$345K - $368K
|
3.08K
$480K
|
|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.93KNew |
$329K - $350K
|
2.93K
$457K
|
|
Jul 09, 2021
Q2 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1.18K+ 12.98% |
$133K - $141K
|
10.3K
$1.6M
|
|
Jul 09, 2021
Q2 2021
|
Marotta Asset Management
|
BUY
|
- |
1.14K+ 2.61% |
$127K - $136K
|
44.7K
$6.96M
|
|
Aug 13, 2021
Q2 2021
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
1.01K+ 0.67% |
$114K - $121K
|
152K
$23.8M
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
791+ 8.23% |
$88.7K - $94.5K
|
10.4K
$1.62M
|
|
Jul 08, 2021
Q2 2021
|
First Hawaiian Bank
|
BUY
|
- |
670+ 0.58% |
$75.1K - $80K
|
115K
$18M
|
|
Aug 16, 2021
Q2 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
539+ 1.68% |
$60.4K - $64.4K
|
32.5K
$5.07M
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
452New |
$50.7K - $54K
|
452
$70.5K
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
452New |
$50.7K - $54K
|
452
$70.5K
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
427+ 2.26% |
$47.9K - $51K
|
19.3K
$3.02M
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
406+ 15.06% |
$45.5K - $48.5K
|
3.1K
$484K
|
|
Jul 27, 2021
Q2 2021
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
388+ 0.93% |
$43.5K - $46.3K
|
42.1K
$6.56M
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
371+ 130.18% |
$41.6K - $44.3K
|
656
$102K
|
|
Aug 03, 2021
Q2 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
313+ 4.43% |
$35.1K - $37.4K
|
7.38K
$1.15M
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
295New |
$33.1K - $35.2K
|
295
$46K
|
|
Aug 09, 2021
Q2 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
250+ 0.87% |
$28K - $29.9K
|
28.9K
$4.51M
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
246+ 5.13% |
$27.6K - $29.4K
|
5.04K
$785K
|
|
Aug 03, 2021
Q2 2021
|
Smart Money Group LLC
|
BUY
|
- |
189+ 9.05% |
$21.2K - $22.6K
|
2.28K
$355K
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
142+ 1.29% |
$15.9K - $17K
|
11.1K
$1.74M
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
103+ 4.4% |
$11.6K - $12.3K
|
2.44K
$381K
|
|
Jul 13, 2021
Q2 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
85+ 2.36% |
$9.53K - $10.2K
|
3.68K
$574K
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
85+ 13.93% |
$9.53K - $10.2K
|
695
$108K
|
|
Aug 04, 2021
Q2 2021
|
Graypoint LLC
|
BUY
|
- |
55+ 2.25% |
$6.17K - $6.57K
|
2.5K
$390K
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
33+ 3.04% |
$3.7K - $3.94K
|
1.12K
$175K
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9+ 0.36% |
$1.01K - $1.08K
|
2.54K
$396K
|
|
Aug 11, 2021
Q2 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
8+ 0.33% |
$897 - $956
|
2.47K
$384K
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
2New |
$224 - $239
|
2
$312
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6Closed |
$673 - $717
|
0
$0
|
|
Aug 20, 2021
Q2 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-7- 63.64% |
$785 - $836
|
4
$624
|
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
SELL
|
- |
-20- 6.35% |
$2.24K - $2.39K
|
295
$46K
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-23- 1.44% |
$2.58K - $2.75K
|
1.57K
$245K
|
|
Aug 04, 2021
Q2 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-49- 1.79% |
$5.5K - $5.85K
|
2.69K
$419K
|