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

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 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

165

Shares Held

7.02M

Call Options Held

Put Options Held

Colony Group LLC Boston, MA

1.44M
Shares

$234 Million
2.62% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

678K
Shares

$110 Million
20.36% of portfolio
Sfmg, LLC

498K
Shares

$80.6 Million
6.44% of portfolio
Envestnet Asset Management Inc

417K
Shares

$67.5 Million
0.02% of portfolio
Private Advisor Group, LLC

336K
Shares

$54.4 Million
0.34% of portfolio

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About SPDR SER TR MSCI USA STRATEGIC

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