Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
131KNew |
$13.3M - $15.3M
|
131K
$20.6M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
66.4KNew |
$6.72M - $7.76M
|
66.4K
$10.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
63.3KNew |
$6.41M - $7.4M
|
63.3K
$9.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
51.3K+ 4.6% |
$5.19M - $6M
|
1.17M
$184M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
44K+ 140.84% |
$4.46M - $5.15M
|
75.3K
$11.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.8K+ 56.51% |
$1.81M - $2.09M
|
49.4K
$7.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.1K+ 25.44% |
$1.73M - $2M
|
84.5K
$13.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
15.1KNew |
$1.53M - $1.77M
|
15.1K
$2.38M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
13.9K+ 18.55% |
$1.41M - $1.63M
|
89.1K
$14.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
BUY
|
- |
9.93K+ 2.24% |
$1.01M - $1.16M
|
454K
$71.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
9.79KNew |
$991K - $1.14M
|
9.79K
$1.54M
|
|
|
Jan 30, 2023
Q4 2022
|
Resource Planning Group
|
BUY
|
- |
6.66K+ 21.96% |
$675K - $779K
|
37K
$5.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.54KNew |
$561K - $648K
|
5.54K
$873K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5.45KNew |
$552K - $637K
|
5.45K
$859K
|
|
|
Feb 02, 2023
Q4 2022
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
5.39K+ 4.3% |
$546K - $630K
|
131K
$20.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
5.21KNew |
$528K - $609K
|
5.21K
$822K
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
4.94KNew |
$500K - $578K
|
4.94K
$779K
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.69KNew |
$475K - $549K
|
4.69K
$740K
|
|
|
Jan 20, 2023
Q4 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
3.98K+ 7.2% |
$403K - $465K
|
59.2K
$9.33M
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
BUY
|
- |
3.96K+ 21.08% |
$401K - $464K
|
22.8K
$3.59M
|
|
|
Feb 07, 2023
Q4 2022
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
3.41KNew |
$346K - $399K
|
3.41K
$538K
|
|
|
Jan 18, 2023
Q4 2022
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
3.41K+ 6.87% |
$345K - $398K
|
53K
$8.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.38KNew |
$343K - $396K
|
3.38K
$533K
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
3.32KNew |
$336K - $388K
|
3.32K
$523K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3KNew |
$303K - $350K
|
3K
$472K
|
|
|
Jan 03, 2023
Q4 2022
|
Marotta Asset Management
|
BUY
|
- |
2.48K+ 4.46% |
$251K - $290K
|
58.1K
$9.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
2.28KNew |
$231K - $266K
|
2.28K
$359K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.28KNew |
$230K - $266K
|
2.28K
$359K
|
|
|
Jan 17, 2023
Q4 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2.08KNew |
$211K - $243K
|
2.08K
$328K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.06KNew |
$209K - $241K
|
2.06K
$325K
|
|
|
Feb 14, 2023
Q4 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
1.87KNew |
$189K - $218K
|
1.87K
$294K
|
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
BUY
|
- |
1.63K+ 3.15% |
$165K - $191K
|
53.5K
$8.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.47KNew |
$149K - $172K
|
1.47K
$232K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.44K+ 5.7% |
$145K - $168K
|
26.6K
$4.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.02K+ 2.96% |
$103K - $119K
|
35.4K
$5.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
926+ 8.51% |
$93.8K - $108K
|
11.8K
$1.86M
|
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
713+ 1.97% |
$72.2K - $83.4K
|
36.8K
$5.81M
|
|
|
Jan 31, 2023
Q4 2022
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
628+ 20.08% |
$63.6K - $73.4K
|
3.76K
$592K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
609+ 0.81% |
$61.7K - $71.2K
|
75.8K
$12M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
609+ 0.81% |
$61.7K - $71.2K
|
75.8K
$12M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
545New |
$55.2K - $63.7K
|
545
$85.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
524+ 18.6% |
$53.1K - $61.3K
|
3.34K
$527K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
452New |
$45.8K - $52.9K
|
452
$71.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
427+ 18.16% |
$43.2K - $49.9K
|
2.78K
$438K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
400New |
$40.5K - $46.8K
|
400
$63.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
359New |
$36.3K - $42K
|
359
$56.6K
|
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
BUY
|
- |
310New |
$31.4K - $36.3K
|
310
$48.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
200New |
$20.3K - $23.4K
|
200
$31.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
174New |
$17.6K - $20.3K
|
174
$27.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
157+ 0.48% |
$15.9K - $18.4K
|
32.6K
$5.14M
|