Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-2Closed |
$238 - $252
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-4Closed |
$476 - $504
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-5- 0.1% |
$595 - $630
|
5.25K
$812K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-37- 0.63% |
$4.4K - $4.66K
|
5.83K
$901K
|
|
|
Oct 19, 2021
Q3 2021
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-51- 1.63% |
$6.07K - $6.43K
|
3.08K
$476K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-183- 11.63% |
$21.8K - $23.1K
|
1.39K
$215K
|
|
|
Oct 29, 2021
Q3 2021
|
Smart Money Group LLC
|
SELL
|
- |
-216- 9.49% |
$25.7K - $27.2K
|
2.06K
$319K
|
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-222- 8.42% |
$26.4K - $28K
|
2.42K
$373K
|
|
|
Oct 05, 2021
Q3 2021
|
Mc Adam, LLC
|
SELL
|
- |
-228- 0.95% |
$27.1K - $28.7K
|
23.8K
$3.67M
|
|
|
Oct 21, 2021
Q3 2021
|
Marotta Asset Management
|
SELL
|
- |
-236- 0.53% |
$28.1K - $29.8K
|
44.4K
$6.87M
|
|
|
Oct 22, 2021
Q3 2021
|
Echo Wealth Management, LLC
|
SELL
|
- |
-318- 14.91% |
$37.8K - $40.1K
|
1.82K
$281K
|
|
|
Oct 25, 2021
Q3 2021
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-320- 14.42% |
$38.1K - $40.3K
|
1.9K
$294K
|
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-325- 2.58% |
$38.7K - $41K
|
12.3K
$1.9M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-448- 1.75% |
$53.3K - $56.5K
|
25.2K
$3.89M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-452Closed |
$53.8K - $57K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-532- 1.27% |
$63.3K - $67.1K
|
41.5K
$6.41M
|
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-610- 0.3% |
$72.6K - $76.9K
|
200K
$30.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-610- 92.99% |
$72.6K - $76.9K
|
46
$7.11K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-905- 0.73% |
$108K - $114K
|
123K
$18.9M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.28K- 11.61% |
$152K - $161K
|
9.73K
$1.5M
|
|
|
Nov 12, 2021
Q3 2021
|
American Money Management, LLC
|
SELL
|
- |
-1.33K- 2.3% |
$158K - $167K
|
56.3K
$8.71M
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.43K- 45.3% |
$170K - $180K
|
1.72K
$266K
|
|
|
Nov 03, 2021
Q3 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-2.24K- 1.38% |
$267K - $283K
|
160K
$24.7M
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.54KClosed |
$302K - $320K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.63K- 9.27% |
$313K - $332K
|
25.8K
$3.98M
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-4.42K- 15.29% |
$526K - $557K
|
24.5K
$3.78M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.04K- 20.18% |
$956K - $1.01M
|
31.8K
$4.91M
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-8.77K- 88.44% |
$1.04M - $1.11M
|
1.15K
$177K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10.5K- 54.31% |
$1.25M - $1.32M
|
8.84K
$1.37M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.1K- 40.76% |
$1.44M - $1.52M
|
17.6K
$2.72M
|
|
|
Nov 15, 2021
Q3 2021
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-18.5K- 1.72% |
$2.2M - $2.33M
|
1.06M
$164M
|
|
|
Nov 15, 2021
Q3 2021
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-33.9K- 11.59% |
$4.03M - $4.27M
|
259K
$40M
|
|
|
Oct 13, 2021
Q3 2021
|
Andesa Financial Management Inc.
|
SELL
|
- |
-47.1K- 47.6% |
$5.6M - $5.94M
|
51.8K
$8.01M
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-154K- 49.25% |
$18.3M - $19.4M
|
159K
$24.6M
|