Purchases and Sales Made in Q2 2023 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 2023. 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 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
108K+ 3618.36% |
$12.4M - $13.3M
|
111K
$17.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
67K+ 5.45% |
$7.68M - $8.23M
|
1.3M
$208M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
32.3KNew |
$3.71M - $3.98M
|
32.3K
$5.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.4KNew |
$2.46M - $2.63M
|
21.4K
$3.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.6K+ 373.56% |
$1.67M - $1.79M
|
18.5K
$2.97M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.03K+ 27.94% |
$1.04M - $1.11M
|
41.4K
$6.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.8K+ 20.39% |
$1.01M - $1.08M
|
52K
$8.36M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.67K+ 22.04% |
$651K - $698K
|
31.4K
$5.05M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5.63KNew |
$646K - $693K
|
5.63K
$906K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
5.29K+ 199.25% |
$607K - $651K
|
7.95K
$1.28M
|
|
|
Jul 05, 2023
Q2 2023
|
Marotta Asset Management
|
BUY
|
- |
4.64K+ 7.98% |
$532K - $570K
|
62.7K
$10.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Resource Planning Group
|
BUY
|
- |
4.62K+ 10.44% |
$530K - $568K
|
48.9K
$7.87M
|
|
|
Aug 14, 2023
Q2 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
3.74KNew |
$429K - $460K
|
3.74K
$601K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.36K+ 7.09% |
$385K - $413K
|
50.7K
$8.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.23K+ 63.25% |
$370K - $397K
|
8.33K
$1.34M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.65K+ 32.07% |
$305K - $326K
|
10.9K
$1.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.16K+ 2.32% |
$248K - $266K
|
95.3K
$15.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
1.96K+ 104.93% |
$225K - $241K
|
3.82K
$615K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.85KNew |
$212K - $228K
|
1.85K
$298K
|
|
|
Jul 26, 2023
Q2 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1.78K+ 1.34% |
$204K - $219K
|
134K
$21.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
BUY
|
- |
1.77K+ 0.38% |
$203K - $218K
|
467K
$75.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.76K+ 509.28% |
$202K - $216K
|
2.1K
$338K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.68KNew |
$193K - $207K
|
1.68K
$271K
|
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.66KNew |
$191K - $204K
|
1.66K
$267K
|
|
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
1.63KNew |
$188K - $201K
|
1.63K
$263K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.34K+ 2.09% |
$153K - $164K
|
65.3K
$10.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.25K+ 8.59% |
$143K - $153K
|
15.7K
$2.53M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
1.07K+ 7.8% |
$122K - $131K
|
14.8K
$2.37M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
949+ 25.94% |
$109K - $117K
|
4.61K
$741K
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
BUY
|
- |
896+ 1.59% |
$103K - $110K
|
57.1K
$9.18M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
893+ 26.29% |
$102K - $110K
|
4.29K
$690K
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
804+ 4.05% |
$92.3K - $98.9K
|
20.6K
$3.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
620+ 88.07% |
$71.1K - $76.2K
|
1.32K
$213K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
504New |
$57.8K - $62K
|
504
$81.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
348+ 64.93% |
$39.9K - $42.8K
|
884
$142K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
338+ 0.29% |
$38.8K - $41.6K
|
118K
$18.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
257+ 2.74% |
$29.5K - $31.6K
|
9.62K
$1.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
238+ 6.1% |
$27.3K - $29.3K
|
4.14K
$666K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
230+ 1.99% |
$26.4K - $28.3K
|
11.8K
$1.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
194New |
$22.3K - $23.9K
|
194
$31.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
191+ 3.84% |
$21.9K - $23.5K
|
5.17K
$831K
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
191+ 3.84% |
$21.9K - $23.5K
|
5.17K
$831K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
176+ 0.07% |
$20.2K - $21.6K
|
266K
$42.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
176New |
$20.2K - $21.6K
|
176
$28.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
164+ 73.54% |
$18.8K - $20.2K
|
387
$62.2K
|
|
|
Aug 02, 2023
Q2 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
135+ 1.71% |
$15.5K - $16.6K
|
8.04K
$1.29M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
84+ 0.85% |
$9.64K - $10.3K
|
10K
$1.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
55New |
$6.31K - $6.76K
|
55
$8.85K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
55New |
$6.31K - $6.76K
|
55
$8.85K
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
54+ 0.56% |
$6.2K - $6.64K
|
9.72K
$1.56M
|