Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
36.8K+ 13.2% |
$3.82M - $4.62M
|
315K
$48.7M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
33.4KNew |
$3.47M - $4.19M
|
33.4K
$5.16M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
30.9K+ 121.03% |
$3.21M - $3.88M
|
56.4K
$8.73M
|
|
Aug 15, 2022
Q2 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
29.6K+ 2.87% |
$3.08M - $3.72M
|
1.06M
$164M
|
|
Jul 27, 2022
Q2 2022
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
22.5K+ 25.71% |
$2.34M - $2.83M
|
110K
$17M
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
17.1K+ 995.51% |
$1.77M - $2.14M
|
18.8K
$2.9M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.29K+ 23.19% |
$965K - $1.17M
|
49.3K
$7.62M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.29K+ 23.19% |
$965K - $1.17M
|
49.3K
$7.62M
|
|
Jul 21, 2022
Q2 2022
|
Marotta Asset Management
|
BUY
|
- |
7.31K+ 16.59% |
$760K - $919K
|
51.4K
$7.94M
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
5.17K+ 0.47% |
$537K - $650K
|
1.11M
$171M
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.62KNew |
$376K - $455K
|
3.62K
$560K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
3.53KNew |
$367K - $444K
|
3.53K
$546K
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.21K+ 85.55% |
$333K - $403K
|
6.96K
$1.08M
|
|
Aug 10, 2022
Q2 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.77K+ 78.9% |
$287K - $348K
|
6.27K
$970K
|
|
Aug 02, 2022
Q2 2022
|
Resource Planning Group
|
BUY
|
- |
2.53K+ 14.41% |
$263K - $318K
|
20.1K
$3.1M
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2K+ 144.68% |
$208K - $251K
|
3.38K
$522K
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
1.86K+ 20.76% |
$193K - $233K
|
10.8K
$1.67M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.41K+ 4.3% |
$146K - $177K
|
34.1K
$5.27M
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.24KNew |
$129K - $156K
|
1.24K
$192K
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
988+ 1.39% |
$103K - $124K
|
72.3K
$11.2M
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
988+ 1.39% |
$103K - $124K
|
72.3K
$11.2M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
783New |
$81.3K - $98.4K
|
783
$121K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
736+ 2.94% |
$76.5K - $92.4K
|
25.7K
$3.98M
|
|
Aug 12, 2022
Q2 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
719+ 2.14% |
$74.7K - $90.3K
|
34.4K
$5.31M
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
BUY
|
- |
636+ 0.54% |
$66.1K - $79.9K
|
119K
$18.4M
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
620+ 5.65% |
$64.4K - $77.9K
|
11.6K
$1.79M
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
620+ 5.65% |
$64.4K - $77.9K
|
11.6K
$1.79M
|
|
Jul 12, 2022
Q2 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
595+ 4.04% |
$61.8K - $74.7K
|
15.3K
$2.37M
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
472+ 20.09% |
$49K - $59.3K
|
2.82K
$436K
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
363+ 2.7% |
$37.7K - $45.6K
|
13.8K
$2.13M
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
351+ 2.16% |
$36.5K - $44.1K
|
16.6K
$2.57M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
278+ 11.38% |
$28.9K - $34.9K
|
2.72K
$420K
|
|
Aug 04, 2022
Q2 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
275+ 2.03% |
$28.6K - $34.5K
|
13.8K
$2.13M
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
252+ 3.51% |
$26.2K - $31.7K
|
7.44K
$1.15M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
136+ 41.98% |
$14.1K - $17.1K
|
460
$71.1K
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
104+ 3.94% |
$10.8K - $13.1K
|
2.74K
$424K
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
100+ 1.03% |
$10.4K - $12.6K
|
9.82K
$1.52M
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
97New |
$10.1K - $12.2K
|
97
$15K
|
|
Aug 11, 2022
Q2 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
94+ 4.94% |
$9.77K - $11.8K
|
2K
$309K
|
|
Aug 08, 2022
Q2 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
65New |
$6.75K - $8.16K
|
65
$10K
|
|
Jul 19, 2022
Q2 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.09% |
$2.49K - $3.01K
|
26.8K
$4.15M
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
20+ 1.16% |
$2.08K - $2.51K
|
1.74K
$269K
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
18+ 0.21% |
$1.87K - $2.26K
|
8.51K
$1.31M
|
|
Aug 15, 2022
Q2 2022
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
10+ 0.31% |
$1.04K - $1.26K
|
3.23K
$499K
|
|
Jul 14, 2022
Q2 2022
|
Smart Money Group LLC
|
BUY
|
- |
5+ 0.24% |
$519 - $628
|
2.07K
$320K
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5+ 0.15% |
$519 - $628
|
3.32K
$514K
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
4+ 0.59% |
$416 - $502
|
681
$105K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-2- 0.12% |
$208 - $251
|
1.62K
$251K
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-8- 0.16% |
$831 - $1K
|
4.92K
$760K
|