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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
266New |
$31K - $35.2K
|
266
$41.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
194New |
$22.6K - $25.7K
|
194
$30K
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
138+ 2.54% |
$16.1K - $18.3K
|
5.57K
$860K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
134+ 0.53% |
$15.6K - $17.7K
|
25.6K
$3.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
130+ 65.0% |
$15.1K - $17.2K
|
330
$51K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
74+ 3.51% |
$8.61K - $9.8K
|
2.18K
$337K
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
68+ 0.7% |
$7.92K - $9.01K
|
9.78K
$1.51M
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
50New |
$5.82K - $6.62K
|
50
$7.73K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
47+ 0.06% |
$5.47K - $6.22K
|
77.3K
$12M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
40New |
$4.66K - $5.3K
|
40
$6.18K
|
|
|
Jan 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
34+ 0.31% |
$3.96K - $4.5K
|
11.1K
$1.71M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
24+ 0.45% |
$2.79K - $3.18K
|
5.36K
$829K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
18+ 0.22% |
$2.1K - $2.38K
|
8.18K
$1.27M
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
14+ 0.84% |
$1.63K - $1.85K
|
1.68K
$260K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
11+ 0.87% |
$1.28K - $1.46K
|
1.27K
$197K
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
6+ 0.87% |
$698 - $795
|
699
$108K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$116 - $132
|
0
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-19- 11.05% |
$2.21K - $2.52K
|
153
$23.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-20- 0.17% |
$2.33K - $2.65K
|
11.8K
$1.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-23- 17.69% |
$2.68K - $3.05K
|
107
$16.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-25- 0.47% |
$2.91K - $3.31K
|
5.32K
$822K
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-42- 1.58% |
$4.89K - $5.56K
|
2.62K
$405K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-48- 2.43% |
$5.59K - $6.36K
|
1.93K
$298K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-63- 1.51% |
$7.33K - $8.34K
|
4.1K
$633K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-64- 0.83% |
$7.45K - $8.48K
|
7.64K
$1.18M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-78- 3.24% |
$9.08K - $10.3K
|
2.33K
$360K
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-89- 2.52% |
$10.4K - $11.8K
|
3.45K
$533K
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-128- 2.71% |
$14.9K - $17K
|
4.59K
$710K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-147- 2.95% |
$17.1K - $19.5K
|
4.83K
$747K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-165- 8.38% |
$19.2K - $21.9K
|
1.81K
$279K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-183- 3.15% |
$21.3K - $24.2K
|
5.63K
$870K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-195- 1.99% |
$22.7K - $25.8K
|
9.6K
$1.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-212- 8.52% |
$24.7K - $28.1K
|
2.28K
$352K
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-219- 9.12% |
$25.5K - $29K
|
2.18K
$337K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-236- 8.27% |
$27.5K - $31.3K
|
2.62K
$404K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-267- 3.95% |
$31.1K - $35.4K
|
6.49K
$1M
|
|
|
Jan 08, 2024
Q4 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-287- 13.74% |
$33.4K - $38K
|
1.8K
$279K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-359- 2.18% |
$41.8K - $47.5K
|
16.1K
$2.49M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-461- 21.25% |
$53.7K - $61.1K
|
1.71K
$264K
|
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-524- 9.21% |
$61K - $69.4K
|
5.17K
$799K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-525- 0.27% |
$61.1K - $69.5K
|
192K
$29.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-815- 9.58% |
$94.9K - $108K
|
7.69K
$1.19M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-833- 7.25% |
$97K - $110K
|
10.7K
$1.65M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-883- 21.61% |
$103K - $117K
|
3.2K
$495K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-948- 6.13% |
$110K - $126K
|
14.5K
$2.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.06K- 24.81% |
$124K - $141K
|
3.22K
$497K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-1.06K- 7.23% |
$124K - $141K
|
13.6K
$2.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.09K- 7.33% |
$126K - $144K
|
13.7K
$2.12M
|
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
SELL
|
- |
-1.1K- 1.78% |
$127K - $145K
|
60.4K
$9.34M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.19K- 23.26% |
$138K - $157K
|
3.92K
$605K
|