Purchases and Sales Made in Q3 2023 in Spdr Ser Tr Msci Usa Strategic (QUS)

QUS Quotes by TradingView

This table provides information about the institutional ownership of Spdr Ser Tr Msci Usa Strategic (QUS) during Q3 2023. 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
Nov 14, 2023 Q3 2023
Colony Group LLC

Boston, MA
BUY
 -
149K
+ 11.54%
$18M - $18.9M
1.44M $225M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
84.9K
+ 31.92%
$10.2M - $10.8M
351K $54.7M
Nov 14, 2023 Q3 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
40.8K
+ 345.26%
$4.92M - $5.17M
52.6K $8.2M
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
34.2K
+ 105.79%
$4.12M - $4.33M
66.5K $10.4M
Nov 14, 2023 Q3 2023
Theory Financial LLC

Fort Collins, CO
BUY
 -
29.1K
New
$3.51M - $3.69M
29.1K $4.54M
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
26.9K
+ 14.89%
$3.24M - $3.41M
207K $32.4M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
25.4K
+ 5.82%
$3.06M - $3.22M
462K $72M
Nov 06, 2023 Q3 2023
Sfmg, LLC

BUY
 -
23.7K
+ 5.07%
$2.85M - $3M
490K $76.5M
Nov 13, 2023 Q3 2023
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
14.7K
New
$1.77M - $1.86M
14.7K $2.29M
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
7.49K
+ 34.96%
$902K - $949K
28.9K $4.51M
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
6.76K
New
$815K - $857K
6.76K $1.05M
Oct 11, 2023 Q3 2023
Hbw Advisory Services LLC

BUY
 -
6.26K
+ 78.81%
$755K - $794K
14.2K $2.22M
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
4.48K
+ 14.14%
$541K - $568K
36.2K $5.65M
Oct 11, 2023 Q3 2023
Versant Capital Management, Inc

BUY
 -
4.16K
New
$501K - $527K
4.16K $649K
Nov 13, 2023 Q3 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
4.12K
+ 5.63%
$496K - $522K
77.3K $12M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
4.09K
New
$493K - $518K
4.09K $637K
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
3.46K
+ 907.09%
$417K - $438K
3.84K $598K
Nov 09, 2023 Q3 2023
Garrett Wealth Advisory Group, LLC

BUY
 -
2.86K
+ 2.13%
$344K - $362K
137K $21.4M
Nov 30, 2023 Q3 2023
Arq Wealth Advisors, LLC

BUY
 -
2.74K
New
$330K - $347K
2.74K $427K
Nov 13, 2023 Q3 2023
American Money Management, LLC

BUY
 -
2.67K
+ 4.67%
$321K - $338K
59.7K $9.32M
Nov 13, 2023 Q3 2023
Ifg Advisory, LLC

BUY
 -
2.24K
New
$269K - $283K
2.24K $349K
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
2.17K
New
$262K - $275K
2.17K $338K
Nov 13, 2023 Q3 2023
Cerity Partners LLC

New York, NY
BUY
 -
2.14K
+ 3.27%
$258K - $271K
67.5K $10.5M
Nov 09, 2023 Q3 2023
1620 Investment Advisors, Inc.

Plymouth, MA
BUY
 -
1.69K
+ 45.28%
$204K - $214K
5.43K $847K
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
1.65K
+ 78.4%
$199K - $209K
3.75K $585K
Nov 08, 2023 Q3 2023
Allred Capital Management, LLC

Dallas, TX
BUY
 -
1.61K
+ 41.99%
$194K - $203K
5.43K $846K
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
1.56K
+ 19.12%
$188K - $198K
9.73K $1.52M
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
1.32K
+ 32.94%
$160K - $168K
5.34K $833K
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
1.2K
+ 3.61%
$144K - $152K
34.3K $5.35M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
1.18K
+ 2.33%
$142K - $149K
51.9K $8.09M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
978
+ 1.28%
$118K - $124K
77.1K $12M
Oct 12, 2023 Q3 2023
Fifth Third Securities, Inc.

BUY
 -
910
+ 8.33%
$110K - $115K
11.8K $1.85M
Nov 06, 2023 Q3 2023
Parsons Capital Management Inc

BUY
 -
814
+ 3.95%
$98.1K - $103K
21.4K $3.34M
Nov 13, 2023 Q3 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
729
+ 4.63%
$87.9K - $92.4K
16.5K $2.57M
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
688
+ 16.04%
$83K - $87.2K
4.98K $776K
Nov 09, 2023 Q3 2023
Blair William & CO

Chicago, IL
BUY
 -
615
New
$74.2K - $77.9K
615 $95.9K
Nov 13, 2023 Q3 2023
Resource Planning Group

BUY
 -
550
+ 1.12%
$66.3K - $69.7K
49.5K $7.71M
Nov 01, 2023 Q3 2023
Orion Portfolio Solutions, LLC

BUY
 -
445
+ 21.79%
$53.7K - $56.4K
2.49K $388K
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

BUY
 -
377
+ 42.65%
$45.5K - $47.8K
1.26K $197K
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
326
New
$39.3K - $41.3K
326 $50.8K
Oct 13, 2023 Q3 2023
Harbor Investment Advisory, LLC

BUY
 -
323
+ 6.76%
$38.9K - $40.9K
5.1K $796K
Jan 26, 2024 Q3 2023
Blackston Financial Advisory Group, LLC

The Villages, FL
BUY
 -
300
+ 5.8%
$36.2K - $38K
5.47K $853K
Nov 13, 2023 Q3 2023
Howard Capital Management Inc.

BUY
 -
265
+ 3.3%
$32K - $33.6K
8.3K $1.29M
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
240
+ 9.31%
$28.9K - $30.4K
2.82K $439K
Oct 24, 2023 Q3 2023
J.W. Cole Advisors, Inc.

BUY
 -
239
+ 9.15%
$28.8K - $30.3K
2.85K $445K
Nov 02, 2023 Q3 2023
Clarkston Capital Partners, LLC

Bloomfield Hills, MI
BUY
 -
185
New
$22.3K - $23.4K
185 $28.8K
Oct 27, 2023 Q3 2023
First Horizon Advisors, Inc.

BUY
 -
167
+ 13.44%
$20.1K - $21.2K
1.41K $220K
Oct 13, 2023 Q3 2023
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
137
+ 6.26%
$16.5K - $17.4K
2.33K $363K
Oct 23, 2023 Q3 2023
Sheets Smith Wealth Management

BUY
 -
83
+ 1.03%
$10K - $10.5K
8.17K $1.27M

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