Purchases and Sales Made in Q4 2024 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 2024. 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 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-481- 1.85% |
$74.3K - $78.8K
|
25.5K
$3.96M
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-482- 1.32% |
$74.4K - $79K
|
36K
$5.59M
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-547- 25.88% |
$84.5K - $89.7K
|
1.57K
$243K
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-655- 5.14% |
$101K - $107K
|
12.1K
$1.87M
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-742- 48.24% |
$115K - $122K
|
796
$124K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-947- 4.25% |
$146K - $155K
|
21.3K
$3.31M
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-953- 3.1% |
$147K - $156K
|
29.7K
$4.62M
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.15K- 20.42% |
$178K - $188K
|
4.48K
$696K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.55K- 4.18% |
$239K - $253K
|
35.4K
$5.5M
|
|
Feb 13, 2025
Q4 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-2.11K- 3.2% |
$326K - $346K
|
63.9K
$9.91M
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.63K- 25.7% |
$407K - $432K
|
7.62K
$1.18M
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.74K- 34.1% |
$424K - $450K
|
5.3K
$823K
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-2.94K- 2.92% |
$454K - $482K
|
97.8K
$15.2M
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-3.45K- 5.26% |
$533K - $565K
|
62.2K
$9.65M
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-3.61K- 6.19% |
$558K - $592K
|
54.7K
$8.49M
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-3.74K- 52.68% |
$577K - $613K
|
3.36K
$521K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.76K- 1.38% |
$581K - $617K
|
270K
$41.9M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.81K- 99.92% |
$742K - $788K
|
4
$621
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.9K- 51.55% |
$911K - $967K
|
5.54K
$861K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.78K- 2.01% |
$1.05M - $1.11M
|
329K
$51.1M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.84K- 35.04% |
$1.06M - $1.12M
|
12.7K
$1.97M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.53K- 27.18% |
$1.32M - $1.4M
|
22.8K
$3.55M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.36K- 9.28% |
$1.45M - $1.53M
|
91.5K
$14.2M
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-9.78K- 15.53% |
$1.51M - $1.6M
|
53.2K
$8.26M
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-12.1K- 12.03% |
$1.87M - $1.98M
|
88.5K
$13.7M
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-16.6K- 64.38% |
$2.57M - $2.73M
|
9.21K
$1.43M
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-30K- 80.0% |
$4.63M - $4.91M
|
7.49K
$1.16M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-33K- 7.91% |
$5.09M - $5.41M
|
384K
$59.6M
|
|
Feb 14, 2025
Q4 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-70.2K- 10.34% |
$10.8M - $11.5M
|
608K
$94.4M
|