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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-183- 16.44% |
$25.8K - $29.8K
|
930
$157K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-184- 5.0% |
$25.9K - $30K
|
3.5K
$591K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-188- 12.88% |
$26.5K - $30.7K
|
1.27K
$215K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-200- 3.98% |
$28.2K - $32.6K
|
4.83K
$816K
|
|
|
Jul 25, 2025
Q2 2025
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-219- 2.27% |
$30.8K - $35.7K
|
9.43K
$1.59M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-244- 7.63% |
$34.4K - $39.8K
|
2.96K
$500K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-268- 0.59% |
$37.7K - $43.7K
|
45.1K
$7.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-271- 1.13% |
$38.2K - $44.2K
|
23.7K
$4.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-369- 1.26% |
$52K - $60.2K
|
28.9K
$4.89M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-414- 3.51% |
$58.3K - $67.5K
|
11.4K
$1.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-466- 11.15% |
$65.6K - $76K
|
3.71K
$628K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-500- 4.22% |
$70.4K - $81.5K
|
11.4K
$1.92M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-849- 28.52% |
$120K - $138K
|
2.13K
$360K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-859- 10.03% |
$121K - $140K
|
7.71K
$1.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-928- 32.73% |
$131K - $151K
|
1.91K
$323K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.12K- 24.88% |
$158K - $183K
|
3.39K
$573K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.55K- 3.06% |
$219K - $253K
|
49.3K
$8.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.43K- 1.01% |
$342K - $396K
|
238K
$40.3M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-2.62K- 42.13% |
$369K - $427K
|
3.6K
$609K
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.96K- 50.0% |
$557K - $646K
|
3.96K
$669K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-4.16K- 2.17% |
$586K - $678K
|
187K
$31.6M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-4.43K- 7.59% |
$623K - $722K
|
53.9K
$9.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-5.31K- 25.83% |
$747K - $865K
|
15.2K
$2.58M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.84K- 5.71% |
$823K - $953K
|
96.4K
$16.3M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.9K- 87.14% |
$832K - $963K
|
871
$147K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.01K- 43.1% |
$846K - $980K
|
7.93K
$1.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-6.7K- 15.91% |
$944K - $1.09M
|
35.4K
$5.99M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.75K- 2.66% |
$1.09M - $1.26M
|
283K
$47.9M
|
|
|
Jul 16, 2025
Q2 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-8.89K- 87.29% |
$1.25M - $1.45M
|
1.3K
$219K
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
SELL
|
- |
-15.3K- 22.09% |
$2.16M - $2.5M
|
54.1K
$9.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-16.1K- 2.75% |
$2.26M - $2.62M
|
568K
$96.1M
|
|
|
Aug 15, 2025
Q2 2025
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-16.9K- 26.37% |
$2.38M - $2.76M
|
47.2K
$7.99M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-18.2K- 13.76% |
$2.56M - $2.96M
|
114K
$19.3M
|