Cary Street Partners Investment Advisory LLC Spdr Ser Tr Msci Usa Strategic Transaction History

Cary Street Partners Investment Advisory LLC

$152 Billion
Q4 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$101.25 - $116.95 $55,181 - $63,737	545 New	545 $60,000

Others Institutions Holding QUS

# of Institutions

181

Shares Held

7.39M

Call Options Held

Put Options Held

Colony Group LLC Boston, MA

1.44M
Shares

$223 Million
2.62% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

608K
Shares

$94 Million
19.31% of portfolio
Sfmg, LLC

515K
Shares

$79.5 Million
6.41% of portfolio
Envestnet Asset Management Inc

339K
Shares

$52.3 Million
0.02% of portfolio
Private Advisor Group, LLC

329K
Shares

$50.9 Million
0.29% of portfolio

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