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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.7K- 0.43% |
$223K - $248K
|
391K
$60.4M
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-1.82K- 6.11% |
$239K - $266K
|
28K
$4.33M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.13K- 51.95% |
$280K - $310K
|
1.97K
$305K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.14K- 40.6% |
$281K - $312K
|
3.13K
$484K
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-2.15K- 2.96% |
$282K - $313K
|
70.4K
$10.9M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.29K- 14.19% |
$300K - $333K
|
13.8K
$2.14M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.66K- 8.23% |
$349K - $387K
|
29.6K
$4.58M
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-2.67K- 6.14% |
$350K - $388K
|
40.8K
$6.3M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.77K- 2.74% |
$363K - $403K
|
98.2K
$15.2M
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-3.18K- 5.2% |
$417K - $463K
|
57.9K
$8.95M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.26K- 57.88% |
$427K - $474K
|
2.37K
$366K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-3.27K- 8.96% |
$430K - $477K
|
33.3K
$5.14M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-3.38K- 74.7% |
$443K - $492K
|
1.14K
$177K
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-3.43K- 25.63% |
$450K - $500K
|
9.95K
$1.54M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.69K- 4.87% |
$484K - $538K
|
72.1K
$11.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.73K- 66.75% |
$490K - $543K
|
1.86K
$287K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-4.41K- 3.96% |
$579K - $642K
|
107K
$16.5M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.81K- 12.77% |
$762K - $846K
|
39.7K
$6.13M
|
|
|
May 09, 2024
Q1 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-6.3K- 5.46% |
$827K - $918K
|
109K
$16.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.77K- 20.54% |
$1.02M - $1.13M
|
30.1K
$4.65M
|
|
|
May 15, 2024
Q1 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-11K- 5.48% |
$1.44M - $1.6M
|
190K
$29.3M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12.1K- 4.73% |
$1.59M - $1.76M
|
244K
$37.7M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-13.8KClosed |
$1.81M - $2.01M
|
0
$0
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17K- 18.22% |
$2.23M - $2.47M
|
76.3K
$11.8M
|
|
|
May 15, 2024
Q1 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-23.7K- 3.02% |
$3.11M - $3.46M
|
761K
$118M
|
|
|
Apr 15, 2024
Q1 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-37.7K- 92.23% |
$4.95M - $5.49M
|
3.18K
$492K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-44.1K- 24.6% |
$5.78M - $6.42M
|
135K
$20.9M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-206K- 42.73% |
$27M - $30M
|
276K
$42.6M
|