Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
194K+ 20.9% |
$23M - $25.4M
|
1.12M
$182M
|
|
|
Aug 05, 2022
Q4 2021
|
January Capital Advisors LLC
|
BUY
|
- |
133KNew |
$15.8M - $17.5M
|
133K
$21.6M
|
|
|
Feb 02, 2022
Q4 2021
|
Goodman Advisory Group, LLC
|
BUY
|
- |
105KNew |
$12.4M - $13.7M
|
105K
$17M
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
57KNew |
$6.77M - $7.47M
|
57K
$9.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
35.1K+ 7.16% |
$4.17M - $4.6M
|
525K
$85.1M
|
|
|
Jan 21, 2022
Q4 2021
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
27.6KNew |
$3.28M - $3.62M
|
27.6K
$4.47M
|
|
|
Feb 11, 2022
Q4 2021
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
26.9K+ 60.2% |
$3.19M - $3.53M
|
71.5K
$11.6M
|
|
|
Jan 31, 2022
Q4 2021
|
Sfmg, LLC
|
BUY
|
- |
23.9K+ 6.07% |
$2.84M - $3.13M
|
418K
$67.7M
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
22KNew |
$2.61M - $2.88M
|
22K
$3.56M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
21.7K+ 188.98% |
$2.58M - $2.84M
|
33.2K
$5.38M
|
|
|
Feb 07, 2022
Q4 2021
|
Neirg Wealth Management, LLC
|
BUY
|
- |
13.1KNew |
$1.56M - $1.72M
|
13.1K
$2.13M
|
|
|
Feb 07, 2022
Q4 2021
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
9.37KNew |
$1.11M - $1.23M
|
9.37K
$1.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
8.6KNew |
$1.02M - $1.13M
|
8.6K
$1.39M
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
7.92K+ 144.18% |
$942K - $1.04M
|
13.4K
$2.18M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.6K+ 206.02% |
$903K - $997K
|
11.3K
$1.83M
|
|
|
Jan 12, 2022
Q4 2021
|
Resource Planning Group
|
BUY
|
- |
6.44K+ 159.66% |
$765K - $844K
|
10.5K
$1.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.61K+ 30.27% |
$667K - $736K
|
24.2K
$3.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
5.31K+ 2.05% |
$630K - $696K
|
264K
$42.8M
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
4.92KNew |
$585K - $646K
|
4.92K
$798K
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4.74KNew |
$563K - $621K
|
4.74K
$768K
|
|
|
Nov 14, 2022
Q4 2021
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.59KNew |
$426K - $470K
|
3.59K
$581K
|
|
|
May 16, 2022
Q4 2021
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
3.22KNew |
$383K - $422K
|
3.22K
$522K
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.87KNew |
$341K - $376K
|
2.87K
$465K
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.82KNew |
$335K - $369K
|
2.82K
$457K
|
|
|
Feb 08, 2022
Q4 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2.71KNew |
$322K - $356K
|
2.71K
$440K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.61K+ 151.74% |
$311K - $343K
|
4.34K
$703K
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.61K+ 151.74% |
$311K - $343K
|
4.34K
$703K
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.45K+ 11.88% |
$291K - $321K
|
23K
$3.73M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.44KNew |
$290K - $320K
|
2.44K
$395K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.22K+ 7.0% |
$264K - $292K
|
34K
$5.51M
|
|
|
Feb 11, 2022
Q4 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
2.19K+ 3.35% |
$260K - $287K
|
67.5K
$10.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
2.11K+ 114.18% |
$251K - $277K
|
3.96K
$642K
|
|
|
Apr 01, 2022
Q4 2021
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
1.93KNew |
$229K - $252K
|
1.93K
$312K
|
|
|
May 16, 2022
Q4 2021
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.91KNew |
$227K - $250K
|
1.91K
$309K
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
1.7K+ 3.08% |
$202K - $223K
|
56.9K
$9.23M
|
|
|
Jul 09, 2024
Q4 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
1.6KNew |
$191K - $210K
|
1.6K
$260K
|
|
|
Jan 14, 2022
Q4 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1.47K+ 11.8% |
$174K - $192K
|
13.9K
$2.25M
|
|
|
Feb 07, 2022
Q4 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1.44K+ 1.8% |
$171K - $189K
|
81.5K
$13.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.12KNew |
$133K - $147K
|
1.12K
$182K
|
|
|
Feb 07, 2022
Q4 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.05K+ 50.48% |
$125K - $138K
|
3.13K
$507K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
949+ 3.77% |
$113K - $124K
|
26.1K
$4.23M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
701+ 100.86% |
$83.3K - $91.9K
|
1.4K
$226K
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
677New |
$80.4K - $88.8K
|
677
$110K
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
611+ 12.94% |
$72.6K - $80.1K
|
5.33K
$865K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
563+ 1.56% |
$66.9K - $73.8K
|
36.6K
$5.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
466+ 1.41% |
$55.4K - $61.1K
|
33.5K
$5.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
255+ 217.95% |
$30.3K - $33.4K
|
372
$60.3K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
220+ 15.83% |
$26.1K - $28.9K
|
1.61K
$261K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
157+ 33.48% |
$18.7K - $20.6K
|
626
$101K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
102+ 221.74% |
$12.1K - $13.4K
|
148
$24K
|