Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13+ 0.1% |
$1.32K - $1.56K
|
12.7K
$2M
|
|
Nov 14, 2022
Q3 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
11+ 0.03% |
$1.12K - $1.32K
|
34.4K
$5.42M
|
|
Nov 14, 2022
Q3 2022
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1+ 0.03% |
$102 - $120
|
3.23K
$509K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-4- 11.43% |
$406 - $481
|
31
$4.89K
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-48- 1.02% |
$4.88K - $5.78K
|
4.64K
$732K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-62- 18.67% |
$6.3K - $7.46K
|
270
$42.6K
|
|
Nov 07, 2022
Q3 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-73- 0.53% |
$7.41K - $8.79K
|
13.7K
$2.16M
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-76- 0.46% |
$7.72K - $9.15K
|
16.5K
$2.61M
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-77- 4.43% |
$7.82K - $9.27K
|
1.66K
$262K
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-125- 2.53% |
$12.7K - $15K
|
4.82K
$761K
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-131- 0.49% |
$13.3K - $15.8K
|
26.7K
$4.21M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-146- 0.58% |
$14.8K - $17.6K
|
25.2K
$3.97M
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-180- 6.56% |
$18.3K - $21.7K
|
2.56K
$404K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-212- 6.0% |
$21.5K - $25.5K
|
3.32K
$523K
|
|
Nov 01, 2022
Q3 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-261- 0.72% |
$26.5K - $31.4K
|
36.1K
$5.7M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-323- 9.72% |
$32.8K - $38.9K
|
3K
$473K
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
SELL
|
- |
-334- 0.28% |
$33.9K - $40.2K
|
119K
$18.7M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-420- 1.28% |
$42.7K - $50.5K
|
32.4K
$5.11M
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-559- 5.69% |
$56.8K - $67.3K
|
9.26K
$1.46M
|
|
Nov 10, 2022
Q3 2022
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-741- 19.15% |
$75.3K - $89.2K
|
3.13K
$493K
|
|
Oct 12, 2022
Q3 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-809- 19.95% |
$82.2K - $97.4K
|
3.25K
$512K
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-891- 2.33% |
$90.5K - $107K
|
37.4K
$5.89M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-927- 1.33% |
$94.2K - $112K
|
68.9K
$10.9M
|
|
Nov 08, 2022
Q3 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.01K- 12.82% |
$103K - $122K
|
6.89K
$1.09M
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.31K- 7.27% |
$133K - $158K
|
16.7K
$2.64M
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
SELL
|
- |
-1.84K- 8.93% |
$187K - $222K
|
18.8K
$2.97M
|
|
Nov 14, 2022
Q3 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.95K- 2.78% |
$198K - $235K
|
68.4K
$10.8M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.84K- 8.32% |
$288K - $342K
|
31.3K
$4.93M
|
|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-2.88K- 18.84% |
$293K - $347K
|
12.4K
$1.96M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.41K- 24.38% |
$346K - $410K
|
10.6K
$1.67M
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.67K- 33.9% |
$475K - $562K
|
9.11K
$1.44M
|
|
Oct 17, 2022
Q3 2022
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-6.15K- 10.03% |
$625K - $740K
|
55.2K
$8.7M
|
|
Nov 14, 2022
Q3 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-6.2K- 2.42% |
$630K - $746K
|
250K
$39.3M
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-7.65K- 5.89% |
$777K - $920K
|
122K
$19.3M
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-25.1K- 9.41% |
$2.54M - $3.02M
|
241K
$38M
|
|
Nov 02, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-257K- 99.02% |
$26.1M - $30.9M
|
2.56K
$403K
|