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 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
25+ 0.08% |
$2.87K - $3.07K
|
31.7K
$4.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Smart Money Group LLC
|
BUY
|
- |
15+ 0.72% |
$1.72K - $1.84K
|
2.11K
$326K
|
|
|
Aug 11, 2023
Q2 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
12+ 0.37% |
$1.38K - $1.48K
|
3.23K
$499K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8+ 0.03% |
$918 - $984
|
26.8K
$4.14M
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
5+ 0.73% |
$574 - $615
|
693
$107K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4+ 0.17% |
$459 - $492
|
2.4K
$372K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3+ 0.15% |
$344 - $369
|
1.97K
$305K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 0.23% |
$115 - $123
|
431
$66.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-11- 35.48% |
$1.26K - $1.35K
|
20
$3.09K
|
|
|
Aug 02, 2023
Q2 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-13- 0.53% |
$1.49K - $1.6K
|
2.42K
$374K
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-24- 0.5% |
$2.75K - $2.95K
|
4.79K
$740K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-26- 0.99% |
$2.98K - $3.2K
|
2.61K
$404K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
SELL
|
- |
-30- 18.75% |
$3.44K - $3.69K
|
130
$20.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-31- 0.4% |
$3.56K - $3.81K
|
7.67K
$1.19M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-64- 14.38% |
$7.34K - $7.87K
|
381
$58.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-116- 1.41% |
$13.3K - $14.3K
|
8.08K
$1.25M
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-143- 4.16% |
$16.4K - $17.6K
|
3.29K
$509K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-165- 0.09% |
$18.9K - $20.3K
|
194K
$29.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-166- 1.99% |
$19K - $20.4K
|
8.17K
$1.26M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-182- 4.08% |
$20.9K - $22.4K
|
4.28K
$661K
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-186- 2.1% |
$21.3K - $22.9K
|
8.68K
$1.34M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-198- 4.7% |
$22.7K - $24.3K
|
4.02K
$621K
|
|
|
Jul 19, 2023
Q2 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-210- 3.56% |
$24.1K - $25.8K
|
5.69K
$880K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-227- 21.21% |
$26K - $27.9K
|
843
$130K
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-239- 0.67% |
$27.4K - $29.4K
|
35.2K
$5.45M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-240- 8.52% |
$27.5K - $29.5K
|
2.58K
$398K
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-260- 12.13% |
$29.8K - $32K
|
1.88K
$291K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-392- 6.06% |
$45K - $48.2K
|
6.08K
$940K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-405- 7.81% |
$46.5K - $49.8K
|
4.78K
$739K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-560- 10.28% |
$64.3K - $68.9K
|
4.89K
$756K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-738- 23.68% |
$84.7K - $90.7K
|
2.38K
$368K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-746- 11.62% |
$85.6K - $91.7K
|
5.67K
$877K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-850- 29.39% |
$97.5K - $105K
|
2.04K
$316K
|
|
|
Aug 14, 2023
Q2 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-900- 0.37% |
$103K - $111K
|
240K
$37.1M
|
|
|
Jul 21, 2023
Q2 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-908- 7.58% |
$104K - $112K
|
11.1K
$1.71M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-1.31K- 7.67% |
$150K - $161K
|
15.7K
$2.43M
|
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-1.32K- 8.98% |
$152K - $162K
|
13.4K
$2.07M
|
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.35K- 37.3% |
$154K - $165K
|
2.26K
$350K
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-1.35K- 7.21% |
$155K - $166K
|
17.4K
$2.69M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.61K- 14.58% |
$185K - $198K
|
9.42K
$1.46M
|
|
|
Aug 02, 2023
Q2 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.7K- 1.33% |
$195K - $209K
|
126K
$19.5M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.24K- 51.81% |
$257K - $275K
|
2.08K
$322K
|
|
|
Jul 21, 2023
Q2 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.28K- 3.1% |
$262K - $280K
|
71.3K
$11M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.93K- 8.13% |
$337K - $361K
|
33.1K
$5.12M
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-3.82K- 7.07% |
$438K - $470K
|
50.2K
$7.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-4.23K- 0.49% |
$485K - $520K
|
850K
$131M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-5.52K- 7.02% |
$633K - $679K
|
73.2K
$11.3M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-5.52K- 7.02% |
$633K - $679K
|
73.2K
$11.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-10.8K- 3.56% |
$1.24M - $1.33M
|
292K
$45.1M
|