Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
74.1K+ 4401.9% |
$8.63M - $9.82M
|
75.8K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
53.7K+ 102.1% |
$6.25M - $7.11M
|
106K
$16.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
42.7K+ 63.36% |
$4.98M - $5.66M
|
110K
$17M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
41.6K+ 11.87% |
$4.85M - $5.51M
|
392K
$60.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
36.5KNew |
$4.25M - $4.84M
|
36.5K
$5.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
34.5K+ 36.19% |
$4.02M - $4.57M
|
130K
$20.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.6K+ 48.52% |
$2.86M - $3.26M
|
75.3K
$11.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.7K+ 4.26% |
$2.29M - $2.61M
|
482K
$74.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18K+ 399.69% |
$2.09M - $2.38M
|
22.5K
$3.47M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.6KNew |
$1.93M - $2.2M
|
16.6K
$2.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
15.2K+ 11.04% |
$1.76M - $2.01M
|
152K
$23.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
14.7K+ 151.35% |
$1.71M - $1.95M
|
24.5K
$3.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.7K+ 16.49% |
$1.48M - $1.68M
|
89.9K
$13.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
10KNew |
$1.17M - $1.33M
|
10K
$1.55M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
9.21KNew |
$1.07M - $1.22M
|
9.21K
$1.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7.34KNew |
$854K - $972K
|
7.34K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.5KNew |
$757K - $861K
|
6.5K
$1M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
6.17K+ 1.26% |
$718K - $817K
|
497K
$76.8M
|
|
|
Feb 09, 2024
Q4 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
5.29KNew |
$616K - $701K
|
5.29K
$818K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
4.47KNew |
$520K - $592K
|
4.47K
$691K
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
4.36KNew |
$508K - $577K
|
4.36K
$674K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.1KNew |
$478K - $543K
|
4.1K
$634K
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
3.84KNew |
$447K - $508K
|
3.84K
$593K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
3.72KNew |
$433K - $493K
|
3.72K
$575K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.69KNew |
$429K - $488K
|
3.69K
$570K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.5K+ 10.18% |
$407K - $463K
|
37.8K
$5.85M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.49K+ 5.18% |
$406K - $462K
|
70.8K
$10.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.43K+ 158.6% |
$399K - $454K
|
5.59K
$864K
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
2.51KNew |
$292K - $332K
|
2.51K
$388K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.94K+ 7.25% |
$226K - $257K
|
28.7K
$4.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
1.93KNew |
$224K - $255K
|
1.93K
$298K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.88KNew |
$219K - $249K
|
1.88K
$291K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.77KNew |
$206K - $235K
|
1.77K
$274K
|
|
|
Jan 18, 2024
Q4 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
1.63KNew |
$190K - $216K
|
1.63K
$253K
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
1.62KNew |
$189K - $215K
|
1.62K
$251K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.37K+ 9.63% |
$159K - $181K
|
15.6K
$2.41M
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
BUY
|
- |
1.37K+ 2.28% |
$159K - $181K
|
61.1K
$9.45M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
1.17KNew |
$136K - $155K
|
1.17K
$181K
|
|
|
Jan 29, 2024
Q4 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
1.1K+ 13.25% |
$128K - $146K
|
9.4K
$1.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.08KNew |
$126K - $143K
|
1.08K
$167K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.03KNew |
$120K - $136K
|
1.03K
$159K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
937+ 4.37% |
$109K - $124K
|
22.4K
$3.46M
|
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
923+ 33.72% |
$107K - $122K
|
3.66K
$566K
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
743+ 2.55% |
$86.5K - $98.4K
|
29.8K
$4.61M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
684+ 17.83% |
$79.6K - $90.6K
|
4.52K
$699K
|
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
BUY
|
- |
635New |
$73.9K - $84.1K
|
635
$98.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
586New |
$68.2K - $77.6K
|
586
$90.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
530+ 5.71% |
$61.7K - $70.2K
|
9.81K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
413+ 1.18% |
$48.1K - $54.7K
|
35.5K
$5.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
292New |
$34K - $38.7K
|
292
$45.1K
|