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 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
99+ 3.98% |
$11.8K - $13K
|
2.59K
$400K
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
97New |
$11.5K - $12.7K
|
97
$15K
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
76New |
$9.03K - $9.97K
|
76
$11.7K
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
71New |
$8.44K - $9.31K
|
71
$11K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
63+ 5.51% |
$7.49K - $8.26K
|
1.21K
$187K
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
46+ 0.57% |
$5.47K - $6.03K
|
8.13K
$1.26M
|
|
Jan 27, 2022
Q4 2021
|
Smart Money Group LLC
|
BUY
|
- |
14+ 0.68% |
$1.66K - $1.84K
|
2.08K
$321K
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
12+ 0.18% |
$1.43K - $1.57K
|
6.79K
$1.05M
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
6New |
$713 - $787
|
6
$928
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Detalus Advisors, LLC
|
SELL
|
- |
-15- 0.27% |
$1.78K - $1.97K
|
5.51K
$852K
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-19Closed |
$2.26K - $2.49K
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-20- 2.4% |
$2.38K - $2.62K
|
813
$126K
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-30- 0.51% |
$3.56K - $3.93K
|
5.8K
$897K
|
|
Jan 18, 2022
Q4 2021
|
Echo Wealth Management, LLC
|
SELL
|
- |
-37- 2.04% |
$4.4K - $4.85K
|
1.78K
$275K
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-66Closed |
$7.84K - $8.66K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-71- 0.12% |
$8.44K - $9.31K
|
58.2K
$8.99M
|
|
Feb 02, 2022
Q4 2021
|
Hengehold Capital Management LLC
|
SELL
|
- |
-79- 4.32% |
$9.39K - $10.4K
|
1.75K
$271K
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-79- 1.49% |
$9.39K - $10.4K
|
5.22K
$806K
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-93- 0.97% |
$11.1K - $12.2K
|
9.51K
$1.47M
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-95- 1.08% |
$11.3K - $12.5K
|
8.74K
$1.35M
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
SELL
|
- |
-99- 33.56% |
$11.8K - $13K
|
196
$30.3K
|
|
Feb 23, 2022
Q4 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-224- 51.61% |
$26.6K - $29.4K
|
210
$32.5K
|
|
Jan 18, 2022
Q4 2021
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-230- 4.38% |
$27.3K - $30.2K
|
5.02K
$777K
|
|
Jan 31, 2022
Q4 2021
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-266- 8.64% |
$31.6K - $34.9K
|
2.81K
$435K
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-302- 3.1% |
$35.9K - $39.6K
|
9.43K
$1.46M
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-305- 1.18% |
$36.2K - $40K
|
25.5K
$3.94M
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-350- 14.49% |
$41.6K - $45.9K
|
2.07K
$319K
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-470- 55.23% |
$55.9K - $61.6K
|
381
$58.9K
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-687- 1.66% |
$81.6K - $90.1K
|
40.8K
$6.31M
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-828- 12.4% |
$98.4K - $109K
|
5.85K
$905K
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-973- 1.27% |
$116K - $128K
|
75.6K
$11.7M
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-973- 1.27% |
$116K - $128K
|
75.6K
$11.7M
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
SELL
|
- |
-988- 4.16% |
$117K - $130K
|
22.8K
$3.52M
|
|
Jan 13, 2022
Q4 2021
|
Marotta Asset Management
|
SELL
|
- |
-1.13K- 2.53% |
$134K - $148K
|
43.3K
$6.69M
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.16K- 6.6% |
$138K - $152K
|
16.4K
$2.54M
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.3KClosed |
$154K - $171K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.65K- 0.83% |
$196K - $217K
|
198K
$30.7M
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.69K- 54.47% |
$201K - $222K
|
1.41K
$218K
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
SELL
|
- |
-1.73K- 1.47% |
$206K - $227K
|
116K
$18M
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.15K- 17.53% |
$255K - $282K
|
10.1K
$1.56M
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.67K- 10.91% |
$317K - $350K
|
21.8K
$3.37M
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-2.71KClosed |
$322K - $355K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.89K- 70.98% |
$343K - $379K
|
1.18K
$183K
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.02K- 5.75% |
$358K - $396K
|
49.4K
$7.64M
|
|
Feb 11, 2022
Q4 2021
|
American Money Management, LLC
|
SELL
|
- |
-3.02K- 5.36% |
$359K - $396K
|
53.3K
$8.24M
|
|
Mar 17, 2022
Q4 2021
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-3.16K- 45.54% |
$375K - $414K
|
3.77K
$583K
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.42KClosed |
$407K - $449K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-3.47K- 2.22% |
$413K - $455K
|
153K
$23.7M
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-3.68KClosed |
$437K - $483K
|
0
$0
|