Captrust Financial Advisors Spdr Ser Tr Msci Usa Strategic Transaction History

Captrust Financial Advisors

$38.8 Billion
Q1 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$154.42 - $163.91 $17,449 - $18,521	113 Added 4.6%	2,568 $397,000
Q3 2024 Nov 14, 2024	BUY	$144.27 - $157.55 $13,272 - $14,494	92 Added 3.89%	2,455 $386,000
Q2 2024 Aug 14, 2024	BUY	$138.56 - $148.14 $22,308 - $23,850	161 Added 7.31%	2,363 $348,000
Q1 2024 May 15, 2024	BUY	$131.2 - $145.63 $2,886 - $3,203	22 Added 1.01%	2,202 $320,000
Q4 2023 Feb 14, 2024	BUY	$116.41 - $132.43 $8,614 - $9,799	74 Added 3.51%	2,180 $288,000
Q3 2023 Nov 14, 2023	SELL	$120.57 - $126.74 $750,307 - $788,703	-6,223 Reduced 74.71%	2,106 $254,000
Q2 2023 Aug 14, 2023	BUY	$114.75 - $122.96 $370,298 - $396,791	3,227 Added 63.25%	8,329 $1.02 Million
Q3 2022 Nov 16, 2022	BUY	$101.57 - $120.35 $518,210 - $614,025	5,102 New	5,102 $518,000

Others Institutions Holding QUS

# of Institutions

184

Shares Held

7.46M

Call Options Held

0

Put Options Held

0

About SPDR SER TR MSCI USA STRATEGIC

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