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 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-9.78K- 20.19% |
$1.07M - $1.15M
|
38.7K
$5.98M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-10.2K- 66.21% |
$1.11M - $1.2M
|
5.19K
$802K
|
|
|
Apr 27, 2023
Q1 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-18.1K- 49.14% |
$1.98M - $2.13M
|
18.7K
$2.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-32.7K- 96.83% |
$3.57M - $3.85M
|
1.07K
$165K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-44.1K- 37.71% |
$4.82M - $5.2M
|
72.9K
$11.3M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-46.1K- 14.79% |
$5.04M - $5.43M
|
266K
$41.1M
|
|
|
May 15, 2023
Q1 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-176K- 17.12% |
$19.3M - $20.8M
|
854K
$132M
|