Purchases and Sales Made in Q1 2024 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 2024. 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 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
294K+ 1200.12% |
$38.5M - $42.7M
|
318K
$49.2M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
204KNew |
$26.8M - $29.8M
|
204K
$31.6M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
154K+ 171.39% |
$20.2M - $22.4M
|
244K
$37.7M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
154K+ 171.39% |
$20.2M - $22.4M
|
244K
$37.7M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
54.9K+ 51.63% |
$7.2M - $7.99M
|
161K
$24.9M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
37.9K+ 29.21% |
$4.98M - $5.52M
|
168K
$25.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
36.6KNew |
$4.81M - $5.34M
|
36.6K
$5.67M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
17.1KNew |
$2.24M - $2.48M
|
17.1K
$2.64M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.15K+ 23.8% |
$938K - $1.04M
|
37.2K
$5.75M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.9K+ 20.57% |
$774K - $859K
|
34.6K
$5.35M
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
5.33K+ 1.07% |
$699K - $776K
|
502K
$77.6M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.98K+ 177.54% |
$653K - $725K
|
7.79K
$1.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
BUY
|
- |
4.37KNew |
$573K - $636K
|
4.37K
$675K
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
4.19K+ 114.4% |
$549K - $610K
|
7.85K
$1.21M
|
|
|
May 14, 2024
Q1 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
3.95KNew |
$518K - $575K
|
3.95K
$610K
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
3.68K+ 37.61% |
$483K - $536K
|
13.5K
$2.08M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.6KNew |
$472K - $524K
|
3.6K
$556K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.26K+ 4.6% |
$427K - $474K
|
74.1K
$11.5M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.82KNew |
$370K - $410K
|
2.82K
$435K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.46K+ 65.66% |
$323K - $359K
|
6.21K
$961K
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.06KNew |
$271K - $300K
|
2.06K
$319K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.04KNew |
$268K - $297K
|
2.04K
$316K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.03K+ 27.71% |
$267K - $296K
|
9.37K
$1.45M
|
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2.01KNew |
$264K - $293K
|
2.01K
$311K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.91KNew |
$251K - $278K
|
1.91K
$295K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.86K+ 5.89% |
$244K - $271K
|
33.5K
$5.18M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.84KNew |
$241K - $267K
|
1.84K
$284K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
1.77KNew |
$232K - $257K
|
1.77K
$273K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.51KNew |
$199K - $220K
|
1.51K
$234K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.51KNew |
$199K - $220K
|
1.51K
$234K
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.5KNew |
$197K - $218K
|
1.5K
$232K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.41KNew |
$185K - $206K
|
1.41K
$218K
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.41KNew |
$185K - $206K
|
1.41K
$218K
|
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
BUY
|
- |
1.41KNew |
$185K - $205K
|
1.41K
$218K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
1.22K+ 5.45% |
$160K - $178K
|
23.6K
$3.65M
|
|
|
May 06, 2024
Q1 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
1.17K+ 12.45% |
$154K - $171K
|
10.6K
$1.63M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
983+ 1.31% |
$129K - $143K
|
76.3K
$11.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
957+ 46.93% |
$126K - $139K
|
3K
$463K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
957+ 4.26% |
$126K - $139K
|
23.4K
$3.62M
|
|
|
Apr 29, 2024
Q1 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
586+ 0.38% |
$76.9K - $85.3K
|
153K
$23.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
517+ 11.26% |
$67.8K - $75.3K
|
5.11K
$790K
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
486+ 19.36% |
$63.8K - $70.8K
|
3K
$463K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
461+ 26.99% |
$60.5K - $67.1K
|
2.17K
$335K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
430+ 4.38% |
$56.4K - $62.6K
|
10.2K
$1.58M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
340+ 1.33% |
$44.6K - $49.5K
|
25.9K
$4.01M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
288+ 188.24% |
$37.8K - $41.9K
|
441
$68.2K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
272New |
$35.7K - $39.6K
|
272
$42K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
250+ 3.27% |
$32.8K - $36.4K
|
7.89K
$1.22M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
225+ 17.69% |
$29.5K - $32.8K
|
1.5K
$231K
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
207+ 3.72% |
$27.2K - $30.1K
|
5.77K
$892K
|