Who owns Spdr Ser Tr msci usa qual?
- Ticker: QUS
- CUSIP Number: 78468r812
Tip: Access positions for across all investors
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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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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Private Trust Co Na | 3.0k | $436k | 47% | 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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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 | $238k | 0% | Mar 2024 |
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Long Run Wealth Advisors | 1.5k | $218k | 100% | Mar 2024 |
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Smith Anglin Financial | 1.4k | $206k | 100% | Mar 2024 |
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FTB Advisors | 1.4k | $205k | 0% | Mar 2024 |
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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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Capital Investment Advisory Services | 98.00 | $14k | 118% | Mar 2024 |
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Global Retirement Partners | 94.00 | $14k | 395% | Mar 2024 |
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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 |