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 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-16- 0.34% |
$1.66K - $2.01K
|
4.69K
$725K
|
|
Aug 09, 2022
Q2 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-25- 1.32% |
$2.6K - $3.14K
|
1.87K
$288K
|
|
Aug 12, 2022
Q2 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-36- 0.83% |
$3.74K - $4.52K
|
4.32K
$667K
|
|
Aug 05, 2022
Q2 2022
|
January Capital Advisors LLC
|
SELL
|
- |
-41- 0.1% |
$4.26K - $5.15K
|
42.2K
$6.52M
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-66- 14.07% |
$6.86K - $8.29K
|
403
$62.3K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-103- 36.4% |
$10.7K - $12.9K
|
180
$27.8K
|
|
Aug 08, 2022
Q2 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-123- 3.36% |
$12.8K - $15.5K
|
3.54K
$546K
|
|
Jul 28, 2022
Q2 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-126- 0.18% |
$13.1K - $15.8K
|
70.4K
$10.9M
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-150Closed |
$15.6K - $18.8K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-175- 34.52% |
$18.2K - $22K
|
332
$51.3K
|
|
Jul 27, 2022
Q2 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-198- 3.59% |
$20.6K - $24.9K
|
5.32K
$822K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-213- 26.2% |
$22.1K - $26.8K
|
600
$92.8K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-218- 1.69% |
$22.6K - $27.4K
|
12.7K
$1.96M
|
|
Jul 22, 2022
Q2 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-321- 7.33% |
$33.3K - $40.3K
|
4.06K
$627K
|
|
Jul 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-394- 3.8% |
$40.9K - $49.5K
|
9.98K
$1.54M
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-427- 0.72% |
$44.4K - $53.6K
|
58.6K
$9.06M
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-432- 9.31% |
$44.9K - $54.3K
|
4.21K
$651K
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-444- 6.0% |
$46.1K - $55.8K
|
6.96K
$1.08M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-557- 1.67% |
$57.9K - $70K
|
32.8K
$5.08M
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-573- 10.38% |
$59.5K - $72K
|
4.95K
$765K
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-617- 2.38% |
$64.1K - $77.5K
|
25.3K
$3.92M
|
|
Aug 15, 2022
Q2 2022
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-639- 14.17% |
$66.4K - $80.3K
|
3.87K
$598K
|
|
Aug 11, 2022
Q2 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-707- 8.21% |
$73.5K - $88.8K
|
7.9K
$1.22M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-752- 4.67% |
$78.1K - $94.5K
|
15.3K
$2.37M
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-770Closed |
$80K - $96.7K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-802- 28.95% |
$83.3K - $101K
|
1.97K
$304K
|
|
Aug 25, 2022
Q2 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-962- 0.67% |
$99.9K - $121K
|
143K
$22.1M
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
SELL
|
- |
-1.19K- 5.45% |
$124K - $149K
|
20.7K
$3.19M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.29KClosed |
$133K - $161K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.3KClosed |
$135K - $163K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
American Money Management, LLC
|
SELL
|
- |
-1.43K- 2.77% |
$149K - $180K
|
50.3K
$7.78M
|
|
Jul 10, 2024
Q2 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-1.6KClosed |
$167K - $201K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.61K- 30.2% |
$167K - $202K
|
3.72K
$576K
|
|
Jul 18, 2022
Q2 2022
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-1.63KClosed |
$170K - $205K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Eagle Ridge Investment Management
|
SELL
|
- |
-1.63KClosed |
$170K - $205K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.64K- 10.51% |
$170K - $206K
|
14K
$2.16M
|
|
Jul 22, 2022
Q2 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.7KClosed |
$176K - $213K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-1.75K- 27.47% |
$182K - $220K
|
4.62K
$714K
|
|
Aug 09, 2022
Q2 2022
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-1.75KClosed |
$182K - $220K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Echo Wealth Management, LLC
|
SELL
|
- |
-1.78KClosed |
$184K - $223K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.82K- 9.17% |
$189K - $229K
|
18.1K
$2.79M
|
|
Aug 09, 2022
Q2 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-1.88K- 98.48% |
$195K - $236K
|
29
$4.48K
|
|
Jul 19, 2022
Q2 2022
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-1.9KClosed |
$197K - $239K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.95K- 4.85% |
$203K - $245K
|
38.3K
$5.92M
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.3K- 55.21% |
$239K - $289K
|
1.87K
$288K
|
|
Jul 27, 2022
Q2 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-2.98K- 11.62% |
$309K - $374K
|
22.7K
$3.5M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.15K- 8.28% |
$327K - $396K
|
34.9K
$5.4M
|
|
Aug 08, 2022
Q2 2022
|
Sfmg, LLC
|
SELL
|
- |
-4.47K- 1.04% |
$465K - $562K
|
426K
$65.9M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.77K- 34.09% |
$496K - $599K
|
9.23K
$1.43M
|
|
Aug 03, 2022
Q2 2022
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-6.72KClosed |
$698K - $844K
|
0
$0
|