Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
473+ 4.11% |
$66.6K - $77.1K
|
12K
$2.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
368+ 1.84% |
$51.8K - $60K
|
20.4K
$3.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
308New |
$43.4K - $50.2K
|
308
$52.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
283+ 172.56% |
$39.9K - $46.2K
|
447
$75.6K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
244+ 4.16% |
$34.4K - $39.8K
|
6.1K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
216+ 7.23% |
$30.4K - $35.2K
|
3.2K
$542K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
215+ 11.88% |
$30.3K - $35.1K
|
2.03K
$342K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
200+ 10.95% |
$28.2K - $32.6K
|
2.03K
$343K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
197+ 0.67% |
$27.7K - $32.1K
|
29.8K
$5.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
179+ 1.99% |
$25.2K - $29.2K
|
9.17K
$1.55M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
164+ 0.58% |
$23.1K - $26.7K
|
28.3K
$4.79M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
164+ 7.53% |
$23.1K - $26.7K
|
2.34K
$396K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
157+ 38.48% |
$22.1K - $25.6K
|
565
$95.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
148+ 1.71% |
$20.8K - $24.1K
|
8.79K
$1.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
120+ 480.0% |
$16.9K - $19.6K
|
145
$24.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
116+ 10.55% |
$16.3K - $18.9K
|
1.22K
$206K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
115+ 2.96% |
$16.2K - $18.8K
|
4K
$677K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
99+ 7.41% |
$13.9K - $16.1K
|
1.44K
$243K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
94+ 8.12% |
$13.2K - $15.3K
|
1.25K
$212K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
91+ 2.01% |
$12.8K - $14.8K
|
4.63K
$783K
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
78+ 0.22% |
$11K - $12.7K
|
36.3K
$6.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
62+ 0.5% |
$8.73K - $10.1K
|
12.4K
$2.09M
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
44+ 2.5% |
$6.2K - $7.18K
|
1.81K
$305K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
26+ 0.16% |
$3.66K - $4.24K
|
16K
$2.71M
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
20+ 0.59% |
$2.82K - $3.26K
|
3.38K
$572K
|
|
|
Aug 14, 2025
Q2 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
15+ 0.55% |
$2.11K - $2.45K
|
2.77K
$468K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
14+ 0.56% |
$1.97K - $2.28K
|
2.54K
$429K
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
12+ 0.35% |
$1.69K - $1.96K
|
3.44K
$581K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
11+ 0.58% |
$1.55K - $1.79K
|
1.91K
$323K
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
8+ 0.24% |
$1.13K - $1.3K
|
3.36K
$568K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.78% |
$141 - $163
|
130
$22K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1+ 0.05% |
$141 - $163
|
1.97K
$333K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1+ 0.01% |
$141 - $163
|
8.17K
$1.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1- 1.19% |
$141 - $163
|
83
$14K
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-2- 0.04% |
$282 - $326
|
4.92K
$833K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4- 0.72% |
$563 - $652
|
550
$93K
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-5- 0.15% |
$704 - $815
|
3.33K
$564K
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-9- 0.08% |
$1.27K - $1.47K
|
11.3K
$1.91M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-16- 1.14% |
$2.25K - $2.61K
|
1.39K
$234K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-16- 0.87% |
$2.25K - $2.61K
|
1.83K
$309K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-59- 0.91% |
$8.31K - $9.62K
|
6.44K
$1.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-70- 25.93% |
$9.86K - $11.4K
|
200
$33.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-74- 55.22% |
$10.4K - $12.1K
|
60
$10.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-97- 1.08% |
$13.7K - $15.8K
|
8.86K
$1.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-104- 1.36% |
$14.6K - $17K
|
7.53K
$1.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-117- 38.36% |
$16.5K - $19.1K
|
188
$31.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-126- 1.72% |
$17.7K - $20.5K
|
7.21K
$1.22M
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-155- 3.02% |
$21.8K - $25.3K
|
4.97K
$840K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-172- 8.36% |
$24.2K - $28.1K
|
1.89K
$319K
|