Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
56+ 1.05% |
$5.67K - $6.55K
|
5.37K
$852K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
54+ 0.16% |
$5.47K - $6.32K
|
33.7K
$5.35M
|
|
|
Jan 24, 2023
Q4 2022
|
Smart Money Group LLC
|
BUY
|
- |
21+ 1.01% |
$2.13K - $2.46K
|
2.09K
$332K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
7+ 1.03% |
$709 - $819
|
688
$109K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 0.22% |
$101 - $117
|
459
$72.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-4- 0.03% |
$405 - $468
|
11.9K
$1.88M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-8- 1.56% |
$810 - $936
|
505
$80.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-12- 0.37% |
$1.22K - $1.4K
|
3.22K
$511K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
SELL
|
- |
-19- 9.69% |
$1.92K - $2.22K
|
177
$28.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-28- 0.75% |
$2.84K - $3.27K
|
3.72K
$590K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-35- 0.75% |
$3.54K - $4.09K
|
4.61K
$731K
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-46- 1.8% |
$4.66K - $5.38K
|
2.51K
$398K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-46- 0.5% |
$4.66K - $5.38K
|
9.21K
$1.46M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-58- 1.24% |
$5.87K - $6.78K
|
4.63K
$734K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-64- 2.5% |
$6.48K - $7.48K
|
2.5K
$397K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-86- 3.05% |
$8.71K - $10.1K
|
2.74K
$434K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-121- 7.28% |
$12.3K - $14.2K
|
1.54K
$245K
|
|
|
Feb 13, 2023
Q4 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-140- 5.58% |
$14.2K - $16.4K
|
2.37K
$376K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-141- 1.58% |
$14.3K - $16.5K
|
8.79K
$1.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-148- 1.93% |
$15K - $17.3K
|
7.53K
$1.19M
|
|
|
Feb 10, 2023
Q4 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-197- 2.86% |
$19.9K - $23K
|
6.69K
$1.06M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-250- 41.67% |
$25.3K - $29.2K
|
350
$55.5K
|
|
|
Feb 02, 2023
Q4 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-256- 1.87% |
$25.9K - $29.9K
|
13.5K
$2.14M
|
|
|
Feb 28, 2023
Q4 2022
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-269- 9.97% |
$27.2K - $31.5K
|
2.43K
$386K
|
|
|
Jan 13, 2023
Q4 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-343- 2.76% |
$34.7K - $40.1K
|
12.1K
$1.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-404- 13.47% |
$40.9K - $47.2K
|
2.6K
$412K
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-475- 0.4% |
$48.1K - $55.6K
|
118K
$18.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-574- 1.54% |
$58.1K - $67.1K
|
36.8K
$5.84M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-770- 6.08% |
$78K - $90.1K
|
11.9K
$1.89M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-868- 6.85% |
$87.9K - $102K
|
11.8K
$1.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-968- 9.01% |
$98K - $113K
|
9.78K
$1.55M
|
|
|
Jan 27, 2023
Q4 2022
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-1.03K- 22.18% |
$104K - $120K
|
3.6K
$571K
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.11K- 10.76% |
$112K - $130K
|
9.2K
$1.46M
|
|
|
Jan 23, 2023
Q4 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-1.16K- 35.66% |
$117K - $135K
|
2.09K
$331K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.2K- 7.28% |
$122K - $141K
|
15.3K
$2.43M
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.42K- 12.83% |
$144K - $166K
|
9.66K
$1.53M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-2.21K- 94.61% |
$224K - $259K
|
126
$20K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.27K- 5.67% |
$230K - $266K
|
37.8K
$6M
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-2.59K- 1.31% |
$262K - $303K
|
195K
$30.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.33K- 4.14% |
$337K - $390K
|
77.3K
$12.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.44K- 90.35% |
$348K - $402K
|
367
$58.2K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.77K- 12.69% |
$483K - $558K
|
32.8K
$5.21M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.09K- 0.98% |
$515K - $595K
|
512K
$81.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.23K- 4.28% |
$530K - $612K
|
117K
$18.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-5.63K- 2.26% |
$570K - $658K
|
244K
$38.7M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.05K- 12.71% |
$714K - $824K
|
48.4K
$7.68M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-7.29K- 73.94% |
$738K - $852K
|
2.57K
$407K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.98K- 71.79% |
$808K - $933K
|
3.14K
$497K
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-9.21K- 13.46% |
$933K - $1.08M
|
59.2K
$9.39M
|