Palo Alto Wealth Advisors, LLC Spdr Ser Tr Msci Usa Strategic Transaction History

Palo Alto Wealth Advisors, LLC

$343 Billion
Q3 2025

A detailed history of Palo Alto Wealth Advisors, LLC transactions in Spdr Ser Tr Msci Usa Strategic stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 2,765 shares of QUS stock, worth $475,497. This represents 0.14% of its overall portfolio holdings.

Number of Shares

2,765

Previous 2,765 -0.0%

Holding current value

$475,497

Previous $451 Million 6.29%

% of portfolio

0.14%

Previous 0.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$140.84 - $163.09 $2,112 - $2,446	15 Added 0.55%	2,765 $451 Million
Q1 2025 May 15, 2025	SELL	$152.57 - $163.66 $53,399 - $57,281	-350 Reduced 11.29%	2,750 $435 Million
Q4 2024 Feb 14, 2025	BUY	$154.42 - $163.91 $8,493 - $9,015	55 Added 1.81%	3,100 $480 Million
Q2 2024 Aug 13, 2024	BUY	$138.56 - $148.14 $2,771 - $2,962	20 Added 0.66%	3,045 $449 Million
Q1 2024 Apr 30, 2024	BUY	$131.2 - $145.63 $11,676 - $12,961	89 Added 3.03%	3,025 $441 Million

Q1 2023 Apr 18, 2023	SELL	$109.24 - $117.82 $52,216 - $56,317	-478 Reduced 14.0%	2,936 $340 Million
Q4 2022 Feb 07, 2023	BUY	$101.25 - $116.95 $345,667 - $399,267	3,414 New	3,414 $377 Million

Others Institutions Holding QUS

# of Institutions

205

Shares Held

7.26M

Call Options Held

1.9K

Put Options Held

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About SPDR SER TR MSCI USA STRATEGIC

Ticker QUS
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Palo Alto Wealth Advisors, LLC Spdr Ser Tr Msci Usa Strategic Transaction History