Purchases and Sales Made in Q4 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Marotta Asset Management
|
BUY
|
- |
3.32K+ 6.12% |
$559K - $578K
|
57.6K
$9.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.2K+ 40.28% |
$539K - $557K
|
11.1K
$1.92M
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.66KNew |
$280K - $289K
|
1.66K
$285K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
993+ 8.02% |
$167K - $173K
|
13.4K
$2.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
844+ 37.93% |
$142K - $147K
|
3.07K
$528K
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
210+ 5.76% |
$35.4K - $36.6K
|
3.86K
$663K
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
43+ 0.39% |
$7.24K - $7.49K
|
11.1K
$1.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
34+ 0.21% |
$5.73K - $5.92K
|
16.1K
$2.76M
|
|
|
Jan 13, 2026
Q4 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
11+ 0.85% |
$1.85K - $1.91K
|
1.31K
$225K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
10+ 0.84% |
$1.68K - $1.74K
|
1.21K
$207K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4+ 0.22% |
$674 - $696
|
1.81K
$311K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-28- 0.35% |
$4.71K - $4.87K
|
7.9K
$1.36M
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
SELL
|
- |
-58- 1.47% |
$9.77K - $10.1K
|
3.88K
$668K
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-79- 0.89% |
$13.3K - $13.8K
|
8.77K
$1.51M
|
|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-99- 5.03% |
$16.7K - $17.2K
|
1.87K
$322K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-626- 1.24% |
$105K - $109K
|
49.9K
$8.57M
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-930- 3.26% |
$157K - $162K
|
27.6K
$4.75M
|
|
|
Jan 20, 2026
Q4 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
SELL
|
- |
-1.02K- 37.02% |
$172K - $178K
|
1.74K
$299K
|
|
|
Jan 20, 2026
Q4 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.21K- 16.11% |
$204K - $211K
|
6.32K
$1.09M
|
|
|
Jan 05, 2026
Q4 2025
|
First Hawaiian Bank
|
SELL
|
- |
-7.56K- 18.48% |
$1.27M - $1.32M
|
33.4K
$5.74M
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-11.4K- 22.8% |
$1.92M - $1.98M
|
38.5K
$6.62M
|
|