Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-30- 0.63% |
$3.48K - $3.92K
|
4.71K
$733K
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-45- 50.0% |
$5.21K - $5.89K
|
45
$7.01K
|
|
|
Apr 27, 2022
Q1 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-53- 3.03% |
$6.14K - $6.93K
|
1.7K
$264K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-66- 14.07% |
$7.65K - $8.63K
|
403
$62.8K
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-68- 1.31% |
$7.88K - $8.89K
|
5.13K
$799K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-76Closed |
$8.8K - $9.94K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-90- 3.69% |
$10.4K - $11.8K
|
2.35K
$366K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-97Closed |
$11.2K - $12.7K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-100- 0.04% |
$11.6K - $13.1K
|
264K
$41.1M
|
|
|
Apr 26, 2022
Q1 2022
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-112- 3.98% |
$13K - $14.6K
|
2.7K
$421K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-118- 3.44% |
$13.7K - $15.4K
|
3.32K
$517K
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-148Closed |
$17.1K - $19.4K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-171- 8.88% |
$19.8K - $22.4K
|
1.75K
$273K
|
|
|
Apr 18, 2022
Q1 2022
|
Eagle Ridge Investment Management
|
SELL
|
- |
-200- 10.91% |
$23.2K - $26.2K
|
1.63K
$255K
|
|
|
Apr 12, 2022
Q1 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-210Closed |
$24.3K - $27.5K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-265- 44.99% |
$30.7K - $34.7K
|
324
$50.5K
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-278- 4.79% |
$32.2K - $36.4K
|
5.52K
$860K
|
|
|
Apr 15, 2022
Q1 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-279- 7.09% |
$32.3K - $36.5K
|
3.66K
$570K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-311- 1.89% |
$36K - $40.7K
|
16.1K
$2.51M
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-465- 21.33% |
$53.9K - $60.8K
|
1.72K
$267K
|
|
|
May 13, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-564- 1.38% |
$65.3K - $73.8K
|
40.2K
$6.27M
|
|
|
Apr 18, 2022
Q1 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-646- 12.86% |
$74.8K - $84.5K
|
4.38K
$682K
|
|
|
Apr 27, 2022
Q1 2022
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-758- 2.75% |
$87.8K - $99.1K
|
26.8K
$4.18M
|
|
|
May 09, 2022
Q1 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-828- 3.13% |
$95.9K - $108K
|
25.6K
$3.99M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-889- 63.68% |
$103K - $116K
|
507
$79K
|
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
SELL
|
- |
-930- 4.08% |
$108K - $122K
|
21.8K
$3.4M
|
|
|
May 06, 2022
Q1 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1.09K- 40.02% |
$126K - $142K
|
1.63K
$253K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.1K- 4.21% |
$127K - $144K
|
25K
$3.9M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.12KClosed |
$130K - $146K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.19K- 30.02% |
$138K - $155K
|
2.77K
$432K
|
|
|
May 16, 2022
Q1 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-1.22K- 39.14% |
$142K - $160K
|
1.9K
$296K
|
|
|
May 10, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.32K- 0.67% |
$153K - $173K
|
197K
$30.7M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.33K- 3.9% |
$154K - $173K
|
32.7K
$5.09M
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.41KClosed |
$164K - $185K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
American Money Management, LLC
|
SELL
|
- |
-1.59K- 2.97% |
$184K - $207K
|
51.7K
$8.06M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.69K- 28.8% |
$195K - $220K
|
4.17K
$649K
|
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.07KClosed |
$239K - $270K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.08K- 9.46% |
$241K - $272K
|
19.9K
$3.1M
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.12KClosed |
$246K - $277K
|
0
$0
|
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-4.18K- 7.33% |
$484K - $546K
|
52.8K
$8.22M
|
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.26K- 5.64% |
$494K - $557K
|
71.3K
$11.1M
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.26K- 5.64% |
$494K - $557K
|
71.3K
$11.1M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.5K- 1.05% |
$637K - $720K
|
519K
$80.9M
|
|
|
May 09, 2022
Q1 2022
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-6.15K- 5.88% |
$713K - $805K
|
98.6K
$15.4M
|
|
|
May 04, 2022
Q1 2022
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-7.74K- 82.58% |
$896K - $1.01M
|
1.63K
$254K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.74KClosed |
$1.01M - $1.14M
|
0
$0
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.29K- 18.83% |
$1.08M - $1.21M
|
40K
$6.24M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.37K- 18.97% |
$1.09M - $1.23M
|
40K
$6.24M
|
|
|
May 03, 2022
Q1 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-12.5K- 8.02% |
$1.45M - $1.64M
|
144K
$22.4M
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-13.3K- 61.09% |
$1.54M - $1.74M
|
8.49K
$1.32M
|