Who owns Spdr Ser Tr msci usa qual?

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Analyze quarterly positions in Spdr Ser Tr msci usa qual with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Spdr Ser Tr msci usa qual stock

Who bought or sold Spdr Ser Tr msci usa qual this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Colony 1.6M $208M 100% Dec 2023
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Tolleson Wealth Management 785k $104M -5% Dec 2023
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SFMG Wealth Advisors 497k $66M 1% Dec 2023
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Sage Mountain Advisors 192k $28M 0% Mar 2024
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Garrett Wealth Advisory Group 152k $20M 11% Dec 2023
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Bank of America Corporation 130k $17M 26% Dec 2023
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Great Point Wealth Advisors 115k $15M -6% Dec 2023
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HPM Partners 110k $15M 63% Dec 2023
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First Hawaiian Bank 107k $16M -4% Mar 2024
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Change Path 101k $13M -5% Dec 2023
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Continuum Advisory 77k $10M 0% Dec 2023
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Royal Bank of Canada 75k $9.9M 49% Dec 2023
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Strategic Blueprint 74k $11M 5% Mar 2024
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Goodman Advisory Group 73k $9.6M -6% Dec 2023
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Raymond James & Associates 72k $11M -5% Mar 2024
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Marotta Asset Management 60k $8.0M -2% Dec 2023
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Mercer Global Advisors 46k $6.0M -32% Dec 2023
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Royal Fund Management 41k $5.9M -6% Mar 2024
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Commonwealth Equity Services 38k $5.0M 10% Dec 2023
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Raymond James Financial Services Advisors 37k $5.4M 24% Mar 2024
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Bouvel Investment Partners 37k $5.3M 100% Mar 2024
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Resource Planning Group 36k $4.8M -27% Dec 2023
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Vista Investment Management 36k $4.7M 1% Dec 2023
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Integrity Wealth Solutions 33k $4.8M -9% Mar 2024
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Geneos Wealth Management 32k $4.3M -11% Dec 2023
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Advisor Group Holdings 32k $4.2M -39% Dec 2023
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Theory Financial 30k $3.9M 3% Dec 2023
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Flagship Harbor Advisors 26k $3.8M 1% Mar 2024
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Private Advisor 25k $3.2M 151% Dec 2023
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Parsons Capital Management 24k $3.4M 5% Mar 2024
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Janney Montgomery Scott 17k $2.2M 100% Dec 2023
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HBW Advisory Services 16k $2.1M 0% Mar 2024
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McAdam 14k $2.0M -4% Mar 2024
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Level Four Advisory Services 14k $1.8M -7% Dec 2023
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LBMC Investment Advisors 14k $2.0M 38% Mar 2024
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Sentinel Pension Advisors 13k $1.8M -12% Dec 2023
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Fifth Third Securities 12k $1.7M -3% Mar 2024
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Goldstein Advisors 12k $1.5M -2% Dec 2023
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John W. Brooker & Co., CPAs 11k $1.6M -1% Mar 2024
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Householder Group Estate & Retirement Specialist 11k $1.4M -7% Dec 2023
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Riverpoint Wealth Management Holdings 10k $1.3M 100% Dec 2023
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Princeton Global Asset Management 9.8k $1.3M 6% Dec 2023
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Cornerstone Wealth Management 9.7k $1.4M 1% Mar 2024
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Howard Capital Management 9.4k $1.2M 13% Dec 2023
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Sandy Spring Bank 9.2k $1.2M 100% Dec 2023
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Kestra Advisory Services 8.3k $1.1M -34% Dec 2023
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Sheets Smith Wealth Management 8.2k $1.1M 0% Dec 2023
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Fort Point Capital Partners 7.6k $1.0M -1% Dec 2023
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Smartleaf Asset Management 7.3k $972k 100% Dec 2023
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Hengehold Capital Management 6.6k $964k -14% Mar 2024
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Envestnet Portfolio Solutions 6.5k $858k 100% Dec 2023
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Allred Capital Management 5.8k $841k 4% Mar 2024
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Cullen Frost Bankers 5.6k $744k 0% Dec 2023
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Stratos Wealth Partners 5.4k $781k 0% Mar 2024
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Luther King Capital Management Corporation 5.3k $707k 0% Dec 2023
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1620 Investment Advisors 5.3k $699k -2% Dec 2023
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Gladstone Institutional Advisory 5.3k $696k -26% Dec 2023
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Blackston Financial Advisory Group 5.2k $683k -5% Dec 2023
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PFG Financial Advisors 5.1k $744k 11% Mar 2024
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Detalus Advisors 4.9k $717k -7% Mar 2024
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Naples Global Advisors 4.9k $645k 0% Dec 2023
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Merit Financial Group 4.8k $640k -38% Dec 2023
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Criterion Capital Advisors 4.6k $665k 2% Mar 2024
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Retireful 4.4k $636k 100% Mar 2024
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Enterprise Bank & Trust 4.4k $635k 0% Mar 2024
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Versant Capital Management 4.2k $606k 0% Mar 2024
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Harbor Investment Advisory 4.1k $599k 5% Mar 2024
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Mariner Wealth Advisors 4.1k $542k 100% Dec 2023
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Integrated Advisors Network 4.1k $541k -2% Dec 2023
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Goldman Sachs Group 3.8k $496k 0% Dec 2023
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Arq Wealth Advisors 3.7k $484k 34% Dec 2023
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Nbc Securities 3.7k $532k -1% Mar 2024
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True Wealth Design 3.6k $476k 0% Dec 2023
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Financial Guidance Group 3.6k $475k 0% Dec 2023
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Drive Wealth Management 3.6k $522k 0% Mar 2024
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Valtinson Bruner Financial Planning 3.4k $455k -3% Dec 2023
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Hobart Private Capital 3.2k $463k -92% Mar 2024
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Epic Trust Investment Advisors 3.1k $448k -20% Mar 2024
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Palo Alto Wealth Advisors 2.9k $388k 0% Dec 2023
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Collaborative Wealth Managment 2.6k $346k -2% Dec 2023
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J.w. Cole Advisors 2.6k $346k -8% Dec 2023
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Wealth Enhancement Advisory Services 2.5k $366k -22% Mar 2024
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Vantage Financial Partners 2.5k $332k 100% Dec 2023
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JNB Advisors 2.5k $330k 0% Dec 2023
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Wealthcare Advisory Partners 2.4k $345k -58% Mar 2024
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Worth Financial Advisory Group 2.3k $307k 0% Dec 2023
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Orion Portfolio Solutions 2.3k $302k -9% Dec 2023
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Coastal Investment Advisors 2.3k $330k -3% Mar 2024
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IFG Advisory 2.2k $295k 0% Dec 2023
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Captrust Financial Advisors 2.2k $288k 4% Dec 2023
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Private Trust Co Na 2.0k $269k 0% Dec 2023
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Focus Financial Network 1.9k $255k 100% Dec 2023
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Sequoia Financial Advisors 1.9k $249k 100% Dec 2023
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Cambridge Investment Research Advisors 1.9k $271k -67% Mar 2024
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Focus Financial Network 1.8k $255k 100% Mar 2024
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Redhawk Wealth Advisors 1.8k $239k -8% Dec 2023
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Catalyst Private Wealth 1.8k $262k 0% Mar 2024
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H D Vest Advisory Services 1.8k $234k 100% Dec 2023
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National Asset Management 1.7k $226k -21% Dec 2023
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New England Private Wealth Advisors 1.7k $222k 1% Dec 2023
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Values Added Financial 1.6k $216k 100% Dec 2023
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FTB Advisors 1.4k $186k 0% Dec 2023
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Montis Financial 1.4k $205k 100% Mar 2024
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Creative Financial Designs 1.3k $168k 1% Dec 2023
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CWM 1.1k $167k -75% Mar 2024
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Jpmorgan Chase & Co 1.1k $143k 100% Dec 2023
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Aspire Wealth Management Corp 699.00 $92k 1% Dec 2023
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William Blair $ Company 615.00 $81k 0% Dec 2023
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Principal Securities 586.00 $77k 100% Dec 2023
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Harbour Investments 350.00 $46k 0% Dec 2023
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Us Bancorp 330.00 $44k 65% Dec 2023
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Advisory Services Network 292.00 $39k 100% Dec 2023
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American National Bank 266.00 $39k 0% Mar 2024
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Steward Partners Investment Advisory 218.00 $29k 0% Dec 2023
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Proequities 194.00 $26M 100% Dec 2023
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Baldwin Brothers 176.00 $26k 0% Mar 2024
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IFP Advisors 153.00 $20k -11% Dec 2023
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AdvisorNet Financial 125.00 $18k 0% Mar 2024
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Retirement Group 107.00 $14k -18% Dec 2023
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Global Retirement Partners 94.00 $14k 395% Mar 2024
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Capital Investment Advisory Services 45.00 $5.9k 0% Dec 2023
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Umb Bank N A 40.00 $5.3k 100% Dec 2023
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O'shaughnessy Asset Management 38.00 $5.0k 0% Dec 2023
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Who sold out of Spdr Ser Tr msci usa qual?

Fund or Company Name Date Sold Shares Held Valued At
Eagle Strategies Dec 2023 78k $10M
Citadel Advisors Sep 2023 29k $3.5M
Ameritas Advisory Services Sep 2023 2.8k $343k
Mezzasalma Advisors Dec 2023 2.2k $288k
Smart Money Group Sep 2023 2.1k $255k
Valley National Advisers Dec 2023 1.2k $154k
Ckw Financial Dec 2023 635.00 $84k
Cary Street Partner Investment Advisory Sep 2023 545.00 $66k
Raleigh Capital Management Sep 2023 387.00 $47k
Authentikos Wealth Advisory Sep 2023 326.00 $39k
Clarkston Capital Partners Sep 2023 185.00 $22k
Sound Income Strategies Dec 2023 55.00 $7.3k
Trifecta Capital Advisors Dec 2023 50.00 $6.6k