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 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
40+ 0.52% |
$4.82K - $5.07K
|
7.71K
$1.22M
|
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
4+ 0.24% |
$482 - $507
|
1.67K
$264K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 16, 2023
Q3 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-16- 0.66% |
$1.93K - $2.03K
|
2.4K
$381K
|
|
|
Oct 13, 2023
Q3 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-40- 0.36% |
$4.82K - $5.07K
|
11K
$1.75M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-47- 0.18% |
$5.67K - $5.96K
|
26.7K
$4.24M
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-68- 1.42% |
$8.2K - $8.62K
|
4.72K
$749K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-118- 2.76% |
$14.2K - $15K
|
4.16K
$660K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-125- 6.01% |
$15.1K - $15.8K
|
1.96K
$310K
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-129- 0.37% |
$15.6K - $16.3K
|
35.1K
$5.57M
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-171- 1.97% |
$20.6K - $21.7K
|
8.51K
$1.35M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-204- 2.04% |
$24.6K - $25.9K
|
9.79K
$1.55M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-217- 9.12% |
$26.2K - $27.5K
|
2.16K
$343K
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
SELL
|
- |
-263- 1.67% |
$31.7K - $33.3K
|
15.5K
$2.45M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-273- 4.49% |
$32.9K - $34.6K
|
5.81K
$921K
|
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-291- 12.87% |
$35.1K - $36.9K
|
1.97K
$313K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-332- 7.2% |
$40K - $42.1K
|
4.28K
$678K
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-343- 3.56% |
$41.4K - $43.5K
|
9.28K
$1.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-430- 99.77% |
$51.8K - $54.5K
|
1
$159
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-629- 19.11% |
$75.8K - $79.7K
|
2.66K
$422K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-671- 79.6% |
$80.9K - $85K
|
172
$27.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1K- 2.42% |
$121K - $127K
|
40.4K
$6.4M
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-1.09K- 0.92% |
$131K - $138K
|
117K
$18.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Marotta Asset Management
|
SELL
|
- |
-1.24K- 1.98% |
$150K - $157K
|
61.5K
$9.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.28K- 2.46% |
$154K - $162K
|
50.7K
$8.04M
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1.29K- 26.33% |
$155K - $163K
|
3.6K
$571K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.38K- 0.71% |
$166K - $174K
|
192K
$30.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.42K- 27.43% |
$171K - $180K
|
3.75K
$595K
|
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-1.68K- 12.51% |
$202K - $212K
|
11.7K
$1.86M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.05K- 15.16% |
$248K - $260K
|
11.5K
$1.82M
|
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-2.26K- 12.97% |
$272K - $286K
|
15.1K
$2.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.28K- 24.17% |
$275K - $289K
|
7.14K
$1.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.48K- 14.36% |
$299K - $314K
|
14.8K
$2.35M
|
|
|
Oct 13, 2023
Q3 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-2.86K- 2.27% |
$345K - $363K
|
123K
$19.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-2.88K- 5.74% |
$347K - $365K
|
47.3K
$7.51M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.74K- 4.27% |
$571K - $600K
|
106K
$16.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-5.13K- 1.76% |
$619K - $651K
|
287K
$45.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-5.95K- 18.95% |
$718K - $755K
|
25.5K
$4.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.22K- 74.71% |
$750K - $789K
|
2.11K
$334K
|
|
|
Nov 14, 2023
Q3 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-7.8K- 3.25% |
$940K - $988K
|
232K
$36.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-10.6K- 13.57% |
$1.28M - $1.34M
|
67.3K
$10.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-13.5K- 63.42% |
$1.62M - $1.71M
|
7.76K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14K- 75.68% |
$1.69M - $1.77M
|
4.5K
$713K
|
|
|
Oct 11, 2023
Q3 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-16.8K- 17.92% |
$2.02M - $2.12M
|
76.8K
$12.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-21.5K- 2.53% |
$2.59M - $2.73M
|
828K
$131M
|
|
|
Nov 06, 2023
Q3 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-26.4K- 37.06% |
$3.18M - $3.35M
|
44.9K
$7.12M
|