Purchases and Sales Made in Q1 2023 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 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 |
---|---|---|---|---|---|---|---|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
172K+ 131.08% |
$18.7M - $20.2M
|
302K
$47.1M
|
|
Apr 27, 2023
Q1 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
73.5KNew |
$8.03M - $8.67M
|
73.5K
$11.5M
|
|
May 15, 2023
Q1 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
65K+ 109.93% |
$7.1M - $7.66M
|
124K
$19.3M
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
62.8K+ 5.39% |
$6.86M - $7.4M
|
1.23M
$191M
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
39K+ 50.46% |
$4.26M - $4.59M
|
116K
$18.1M
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
31.4K+ 11638.89% |
$3.43M - $3.7M
|
31.7K
$4.93M
|
|
Apr 28, 2023
Q1 2023
|
Win Advisors, Inc
|
BUY
|
- |
22.9KNew |
$2.51M - $2.7M
|
22.9K
$3.57M
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
21.7K+ 95.59% |
$2.37M - $2.55M
|
44.3K
$6.9M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17.9K+ 23.77% |
$1.95M - $2.11M
|
93.2K
$14.5M
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
15K+ 16.83% |
$1.64M - $1.77M
|
104K
$16.2M
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
13.5KNew |
$1.48M - $1.6M
|
13.5K
$2.11M
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.6KNew |
$1.26M - $1.36M
|
11.6K
$1.8M
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
BUY
|
- |
10.8K+ 2.38% |
$1.18M - $1.27M
|
465K
$72.4M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.4K+ 2.03% |
$1.14M - $1.23M
|
522K
$81.3M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.94K+ 10.58% |
$976K - $1.05M
|
93.4K
$14.5M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.33KNew |
$910K - $982K
|
8.33K
$1.3M
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
8.28KNew |
$904K - $975K
|
8.28K
$1.29M
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
8.08K+ 6967.24% |
$883K - $952K
|
8.2K
$1.28M
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
8.02K+ 67.96% |
$876K - $945K
|
19.8K
$3.09M
|
|
May 08, 2023
Q1 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
7.9KNew |
$863K - $931K
|
7.9K
$1.23M
|
|
May 11, 2023
Q1 2023
|
Resource Planning Group
|
BUY
|
- |
7.26K+ 19.62% |
$793K - $856K
|
44.3K
$6.89M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.79K+ 2.68% |
$632K - $682K
|
222K
$34.5M
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.7K+ 64.89% |
$623K - $672K
|
14.5K
$2.26M
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
5.35KNew |
$584K - $630K
|
5.35K
$833K
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.98KNew |
$544K - $587K
|
4.98K
$775K
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.37KNew |
$477K - $515K
|
4.37K
$680K
|
|
Apr 27, 2023
Q1 2023
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
3.62K+ 6.83% |
$395K - $426K
|
56.6K
$8.81M
|
|
May 10, 2023
Q1 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
3.18KNew |
$348K - $375K
|
3.18K
$496K
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.89KNew |
$316K - $341K
|
2.89K
$450K
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.85K+ 3.76% |
$312K - $336K
|
78.7K
$12.2M
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.85K+ 3.76% |
$312K - $336K
|
78.7K
$12.2M
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
BUY
|
- |
2.68K+ 5.01% |
$293K - $316K
|
56.2K
$8.75M
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.66KNew |
$290K - $313K
|
2.66K
$413K
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.48K+ 134.8% |
$271K - $292K
|
4.32K
$672K
|
|
Apr 17, 2023
Q1 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
2K+ 1.53% |
$218K - $235K
|
133K
$20.6M
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.97KNew |
$215K - $232K
|
1.97K
$307K
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.85KNew |
$202K - $218K
|
1.85K
$288K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.38K+ 60.84% |
$151K - $163K
|
3.66K
$570K
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.21K+ 13.89% |
$132K - $142K
|
9.91K
$1.54M
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
933+ 16.84% |
$102K - $110K
|
6.47K
$1.01M
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
850+ 41.63% |
$92.9K - $100K
|
2.89K
$450K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
704New |
$76.9K - $82.9K
|
704
$110K
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
702+ 1.11% |
$76.7K - $82.7K
|
64K
$9.96M
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
520+ 15.37% |
$56.8K - $61.3K
|
3.9K
$608K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
402+ 13.42% |
$43.9K - $47.4K
|
3.4K
$529K
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
224+ 1.66% |
$24.5K - $26.4K
|
13.7K
$2.13M
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
170+ 2.26% |
$18.6K - $20K
|
7.7K
$1.2M
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
159+ 5.72% |
$17.4K - $18.7K
|
2.94K
$457K
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
154+ 1.67% |
$16.8K - $18.1K
|
9.37K
$1.46M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
146+ 0.55% |
$15.9K - $17.2K
|
26.8K
$4.17M
|