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 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
199+ 5.08% |
$26.1K - $29K
|
4.12K
$662K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
165New |
$21.6K - $24K
|
165
$26.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
100+ 2.24% |
$13.1K - $14.6K
|
4.57K
$735K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
95New |
$12.5K - $13.8K
|
95
$15.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
89+ 3.03% |
$11.7K - $13K
|
3.03K
$487K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
80+ 4.43% |
$10.5K - $11.7K
|
1.89K
$303K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
77+ 13.14% |
$10.1K - $11.2K
|
663
$107K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
75+ 394.74% |
$9.84K - $10.9K
|
94
$15.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
54+ 0.56% |
$7.08K - $7.86K
|
9.65K
$1.55M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
53+ 117.78% |
$6.95K - $7.72K
|
98
$15.8K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
40+ 0.62% |
$5.25K - $5.83K
|
6.53K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
33+ 0.62% |
$4.33K - $4.81K
|
5.33K
$857K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
26+ 1.14% |
$3.41K - $3.79K
|
2.3K
$370K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
22+ 1.01% |
$2.89K - $3.2K
|
2.2K
$354K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4+ 0.06% |
$525 - $583
|
6.51K
$1.05M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$131 - $146
|
1
$161
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-10- 0.24% |
$1.31K - $1.46K
|
4.09K
$657K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-21- 2.04% |
$2.76K - $3.06K
|
1.01K
$162K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-31- 0.84% |
$4.07K - $4.51K
|
3.66K
$588K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-40- 0.49% |
$5.25K - $5.83K
|
8.14K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-48- 2.49% |
$6.3K - $6.99K
|
1.88K
$302K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-55- 0.03% |
$7.22K - $8.01K
|
192K
$30.8M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-58- 2.22% |
$7.61K - $8.45K
|
2.56K
$411K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-61- 2.62% |
$8K - $8.88K
|
2.27K
$364K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-61- 0.65% |
$8K - $8.88K
|
9.37K
$1.51M
|
|
|
Apr 17, 2024
Q1 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-104- 0.94% |
$13.6K - $15.1K
|
11K
$1.76M
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-146- 5.57% |
$19.2K - $21.3K
|
2.48K
$398K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-148- 3.06% |
$19.4K - $21.6K
|
4.68K
$753K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-205- 3.97% |
$26.9K - $29.9K
|
4.96K
$798K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-330- 2.79% |
$43.3K - $48.1K
|
11.5K
$1.85M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-341- 19.25% |
$44.7K - $49.7K
|
1.43K
$230K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-384- 2.31% |
$50.4K - $55.9K
|
16.2K
$2.61M
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-390- 7.34% |
$51.2K - $56.8K
|
4.93K
$792K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-410- 12.75% |
$53.8K - $59.7K
|
2.81K
$451K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-423- 22.46% |
$55.5K - $61.6K
|
1.46K
$235K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-515- 20.61% |
$67.6K - $75K
|
1.98K
$319K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-534- 3.93% |
$70.1K - $77.8K
|
13.1K
$2.1M
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-539- 1.52% |
$70.7K - $78.5K
|
35K
$5.63M
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-546- 4.66% |
$71.6K - $79.5K
|
11.2K
$1.8M
|
|
|
Apr 02, 2024
Q1 2024
|
Marotta Asset Management
|
SELL
|
- |
-615- 1.02% |
$80.7K - $89.6K
|
59.8K
$9.62M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-642- 4.42% |
$84.2K - $93.5K
|
13.9K
$2.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-692- 21.6% |
$90.8K - $101K
|
2.51K
$404K
|
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-762- 19.86% |
$100K - $111K
|
3.08K
$495K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-810- 1.05% |
$106K - $118K
|
76.5K
$12.3M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-860- 0.78% |
$113K - $125K
|
109K
$17.6M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.03K- 21.19% |
$135K - $150K
|
3.82K
$614K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.05K- 9.84% |
$138K - $153K
|
9.61K
$1.55M
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.07K- 13.88% |
$140K - $155K
|
6.62K
$1.07M
|
|
|
Jul 17, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.1K- 22.2% |
$145K - $160K
|
3.86K
$621K
|