Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
257K+ 8337.75% |
$26.1M - $30.9M
|
260K
$40.1M
|
|
Nov 14, 2022
Q3 2022
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
85.9KNew |
$8.72M - $10.3M
|
85.9K
$13.3M
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
80.6KNew |
$8.19M - $9.7M
|
80.6K
$12.5M
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
50.3K+ 981.46% |
$5.11M - $6.06M
|
55.5K
$8.58M
|
|
Oct 18, 2022
Q3 2022
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
49.6KNew |
$5.03M - $5.96M
|
49.6K
$7.66M
|
|
Nov 03, 2022
Q3 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
22.2K+ 98.12% |
$2.26M - $2.68M
|
44.9K
$6.94M
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
18.8K+ 100.17% |
$1.91M - $2.26M
|
37.6K
$5.81M
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
18.7K+ 33.21% |
$1.9M - $2.26M
|
75.2K
$11.6M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
18K+ 36.55% |
$1.83M - $2.17M
|
67.3K
$10.4M
|
|
Oct 20, 2022
Q3 2022
|
Sfmg, LLC
|
BUY
|
- |
17.8K+ 4.18% |
$1.81M - $2.15M
|
444K
$68.7M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.2K+ 105.7% |
$1.65M - $1.95M
|
31.6K
$4.88M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.1K+ 5.1% |
$1.63M - $1.93M
|
331K
$51.2M
|
|
Oct 12, 2022
Q3 2022
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
15K+ 13.6% |
$1.52M - $1.8M
|
125K
$19.4M
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
11.9KNew |
$1.21M - $1.43M
|
11.9K
$1.84M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.7KNew |
$1.09M - $1.29M
|
10.7K
$1.66M
|
|
Nov 03, 2022
Q3 2022
|
Resource Planning Group
|
BUY
|
- |
10.3K+ 51.12% |
$1.04M - $1.24M
|
30.4K
$4.69M
|
|
Nov 14, 2022
Q3 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
9.85KNew |
$1M - $1.19M
|
9.85K
$1.52M
|
|
Nov 14, 2022
Q3 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
9.22K+ 0.87% |
$937K - $1.11M
|
1.07M
$165M
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.93KNew |
$907K - $1.07M
|
8.93K
$1.38M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.52K+ 1.67% |
$865K - $1.03M
|
517K
$80M
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
7.5K+ 0.68% |
$762K - $903K
|
1.11M
$172M
|
|
Oct 07, 2022
Q3 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
7.31K+ 193.69% |
$742K - $880K
|
11.1K
$1.71M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.14K+ 14.73% |
$522K - $619K
|
40.1K
$6.19M
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.1KNew |
$518K - $614K
|
5.1K
$789K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.68KNew |
$476K - $564K
|
4.68K
$724K
|
|
Oct 11, 2022
Q3 2022
|
Marotta Asset Management
|
BUY
|
- |
4.23K+ 8.22% |
$429K - $509K
|
55.6K
$8.6M
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.91K+ 4.03% |
$296K - $350K
|
75.2K
$11.6M
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.91K+ 4.03% |
$296K - $350K
|
75.2K
$11.6M
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
2.71K+ 4.63% |
$276K - $327K
|
61.3K
$9.47M
|
|
Nov 14, 2022
Q3 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
2.48K+ 8551.72% |
$252K - $298K
|
2.51K
$388K
|
|
Nov 09, 2022
Q3 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
2.47K+ 1.73% |
$251K - $297K
|
145K
$22.5M
|
|
Oct 14, 2022
Q3 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2.34KNew |
$237K - $281K
|
2.34K
$361K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.89K+ 20.43% |
$191K - $227K
|
11.1K
$1.72M
|
|
Nov 10, 2022
Q3 2022
|
American Money Management, LLC
|
BUY
|
- |
1.56K+ 3.1% |
$158K - $188K
|
51.9K
$8.02M
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.08K+ 9.31% |
$110K - $130K
|
12.7K
$1.96M
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.08K+ 9.31% |
$110K - $130K
|
12.7K
$1.96M
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
800New |
$81.3K - $96.3K
|
800
$124K
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
513New |
$52.1K - $61.7K
|
513
$79.3K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
469New |
$47.6K - $56.4K
|
469
$72.5K
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
424+ 12.55% |
$43.1K - $51K
|
3.8K
$588K
|
|
Nov 14, 2022
Q3 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
354+ 17.73% |
$36K - $42.6K
|
2.35K
$363K
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
327+ 3.28% |
$33.2K - $39.4K
|
10.3K
$1.59M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
321+ 0.96% |
$32.6K - $38.6K
|
33.7K
$5.21M
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
240+ 3.23% |
$24.4K - $28.9K
|
7.68K
$1.19M
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
199+ 2.34% |
$20.2K - $23.9K
|
8.7K
$1.35M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
103+ 89.57% |
$10.5K - $12.4K
|
218
$33.7K
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
78+ 0.72% |
$7.92K - $9.39K
|
10.9K
$1.68M
|
|
Oct 31, 2022
Q3 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
49+ 0.02% |
$4.98K - $5.9K
|
197K
$30.5M
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
25+ 0.67% |
$2.54K - $3.01K
|
3.75K
$579K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
22New |
$2.23K - $2.65K
|
22
$3.4K
|