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 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-1.75K- 11.57% |
$204K - $232K
|
13.4K
$2.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.87K- 26.23% |
$218K - $248K
|
5.27K
$847K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.92K- 37.57% |
$339K - $386K
|
4.85K
$779K
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-3.86K- 8.17% |
$450K - $512K
|
43.5K
$6.99M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.92K- 10.83% |
$456K - $519K
|
32.3K
$5.19M
|
|
|
Jan 18, 2024
Q4 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-3.95K- 8.82% |
$460K - $524K
|
40.9K
$6.58M
|
|
|
Jan 30, 2024
Q4 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-4.25K- 5.54% |
$495K - $563K
|
72.5K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.36K- 34.35% |
$507K - $577K
|
8.33K
$1.34M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-5.19K- 4.45% |
$604K - $687K
|
111K
$17.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.28K- 4.97% |
$615K - $700K
|
101K
$16.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-7.97K- 6.46% |
$928K - $1.06M
|
115K
$18.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-10.3K- 25.61% |
$1.2M - $1.37M
|
30K
$4.83M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-13.2K- 26.68% |
$1.54M - $1.75M
|
36.3K
$5.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20.2K- 39.02% |
$2.36M - $2.68M
|
31.6K
$5.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-21K- 31.63% |
$2.45M - $2.79M
|
45.5K
$7.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-28.3K- 13.63% |
$3.29M - $3.75M
|
179K
$28.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-31.7K- 13.64% |
$3.69M - $4.2M
|
201K
$32.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-43.4K- 5.24% |
$5.05M - $5.74M
|
785K
$126M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-166K- 64.9% |
$19.3M - $22M
|
89.9K
$14.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-209K- 72.94% |
$24.3M - $27.7M
|
77.5K
$12.5M
|