Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
149K+ 11.54% |
$18M - $18.9M
|
1.44M
$223M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
84.9K+ 31.92% |
$10.2M - $10.8M
|
351K
$54.2M
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
40.8K+ 345.26% |
$4.92M - $5.17M
|
52.6K
$8.13M
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
34.2K+ 105.79% |
$4.12M - $4.33M
|
66.5K
$10.3M
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
29.1KNew |
$3.51M - $3.69M
|
29.1K
$4.5M
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
26.9K+ 14.89% |
$3.24M - $3.41M
|
207K
$32.1M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.4K+ 5.82% |
$3.06M - $3.22M
|
462K
$71.4M
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
BUY
|
- |
23.7K+ 5.07% |
$2.85M - $3M
|
490K
$75.8M
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
14.7KNew |
$1.77M - $1.86M
|
14.7K
$2.27M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.49K+ 34.96% |
$902K - $949K
|
28.9K
$4.47M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.02K+ 123.67% |
$846K - $889K
|
12.7K
$1.96M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.76KNew |
$815K - $857K
|
6.76K
$1.04M
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
6.26K+ 78.81% |
$755K - $794K
|
14.2K
$2.2M
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.48K+ 14.14% |
$541K - $568K
|
36.2K
$5.6M
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
4.16KNew |
$501K - $527K
|
4.16K
$643K
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.12K+ 5.63% |
$496K - $522K
|
77.3K
$11.9M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.09KNew |
$493K - $518K
|
4.09K
$632K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
3.46K+ 907.09% |
$417K - $438K
|
3.84K
$593K
|
|
Nov 09, 2023
Q3 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
2.86K+ 2.13% |
$344K - $362K
|
137K
$21.2M
|
|
Nov 30, 2023
Q3 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
2.74KNew |
$330K - $347K
|
2.74K
$423K
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
BUY
|
- |
2.67K+ 4.67% |
$321K - $338K
|
59.7K
$9.24M
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2.24KNew |
$269K - $283K
|
2.24K
$346K
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.17KNew |
$262K - $275K
|
2.17K
$335K
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.14K+ 3.27% |
$258K - $271K
|
67.5K
$10.4M
|
|
Nov 09, 2023
Q3 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.69K+ 45.28% |
$204K - $214K
|
5.43K
$839K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.65K+ 78.4% |
$199K - $209K
|
3.75K
$580K
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
1.61K+ 41.99% |
$194K - $203K
|
5.43K
$839K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.56K+ 19.12% |
$188K - $198K
|
9.73K
$1.5M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.32K+ 32.94% |
$160K - $168K
|
5.34K
$825K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.2K+ 3.61% |
$144K - $152K
|
34.3K
$5.31M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.18K+ 2.33% |
$142K - $149K
|
51.9K
$8.02M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
978+ 1.28% |
$118K - $124K
|
77.1K
$11.9M
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
910+ 8.33% |
$110K - $115K
|
11.8K
$1.83M
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
814+ 3.95% |
$98.1K - $103K
|
21.4K
$3.32M
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
729+ 4.63% |
$87.9K - $92.4K
|
16.5K
$2.55M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
688+ 16.04% |
$83K - $87.2K
|
4.98K
$770K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
615New |
$74.2K - $77.9K
|
615
$95.1K
|
|
Nov 13, 2023
Q3 2023
|
Resource Planning Group
|
BUY
|
- |
550+ 1.12% |
$66.3K - $69.7K
|
49.5K
$7.64M
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
445+ 21.79% |
$53.7K - $56.4K
|
2.49K
$384K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
377+ 42.65% |
$45.5K - $47.8K
|
1.26K
$195K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
326New |
$39.3K - $41.3K
|
326
$50.4K
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
323+ 6.76% |
$38.9K - $40.9K
|
5.1K
$789K
|
|
Jan 26, 2024
Q3 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
300+ 5.8% |
$36.2K - $38K
|
5.47K
$845K
|
|
Nov 13, 2023
Q3 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
265+ 3.3% |
$32K - $33.6K
|
8.3K
$1.28M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
240+ 9.31% |
$28.9K - $30.4K
|
2.82K
$435K
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
239+ 9.15% |
$28.8K - $30.3K
|
2.85K
$441K
|
|
Nov 02, 2023
Q3 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
185New |
$22.3K - $23.4K
|
185
$28.6K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
167+ 13.44% |
$20.1K - $21.2K
|
1.41K
$218K
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
137+ 6.26% |
$16.5K - $17.4K
|
2.33K
$359K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
83+ 1.03% |
$10K - $10.5K
|
8.17K
$1.26M
|