Latest Institutional Transactions on Spdr Ser Tr Msci Usa Strategic (QUS)
This table provides information on the latest institutional transactions involving Spdr Ser Tr Msci Usa Strategic (QUS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-57- 4.45% |
$8.8K - $9.34K
|
1.23K
$197K
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
20+ 0.09% |
$3.09K - $3.28K
|
21.3K
$3.43M
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
7.51K+ 69.71% |
$1.16M - $1.23M
|
18.3K
$2.94M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5+ 0.18% |
$772 - $820
|
2.74K
$441K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.04KNew |
$161K - $171K
|
1.04K
$168K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.78K- 2.01% |
$1.05M - $1.11M
|
329K
$53M
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-24- 1.07% |
$3.71K - $3.93K
|
2.22K
$357K
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-3- 0.06% |
$463 - $492
|
5.16K
$830K
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
568+ 22.88% |
$87.7K - $93.1K
|
3.05K
$491K
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-8- 0.5% |
$1.24K - $1.31K
|
1.58K
$254K
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-131- 2.37% |
$20.2K - $21.5K
|
5.39K
$866K
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4+ 0.22% |
$618 - $656
|
1.84K
$296K
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.97K+ 11.72% |
$303K - $322K
|
18.7K
$3.01M
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
154New |
$23.8K - $25.2K
|
154
$24.8K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.64K+ 75.23% |
$253K - $269K
|
3.82K
$615K
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-150- 7.8% |
$23.2K - $24.6K
|
1.77K
$285K
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12KNew |
$1.85M - $1.97M
|
12K
$1.93M
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-74- 0.71% |
$11.4K - $12.1K
|
10.3K
$1.66M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12+ 0.22% |
$1.85K - $1.97K
|
5.37K
$864K
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-2.94K- 2.92% |
$454K - $482K
|
97.8K
$15.7M
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-655- 5.14% |
$101K - $107K
|
12.1K
$1.94M
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
77+ 0.71% |
$11.9K - $12.6K
|
11K
$1.76M
|
|
Jan 24, 2025
Q4 2024
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
59.1KNew |
$9.13M - $9.69M
|
59.1K
$9.51M
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-463- 14.65% |
$71.5K - $75.9K
|
2.7K
$434K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11.1K+ 14.12% |
$1.71M - $1.81M
|
89.5K
$14.4M
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-12- 0.05% |
$1.85K - $1.97K
|
21.9K
$3.53M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.81K- 99.92% |
$742K - $788K
|
4
$643
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
241KNew |
$37.2M - $39.5M
|
241K
$38.7M
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-953- 3.1% |
$147K - $156K
|
29.7K
$4.79M
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
2.3KNew |
$355K - $377K
|
2.3K
$370K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.84K- 35.04% |
$1.06M - $1.12M
|
12.7K
$2.04M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-24- 0.09% |
$3.71K - $3.93K
|
26.6K
$4.28M
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-309- 3.84% |
$47.7K - $50.6K
|
7.73K
$1.24M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.53K- 27.18% |
$1.32M - $1.4M
|
22.8K
$3.68M
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-20- 0.18% |
$3.09K - $3.28K
|
11.3K
$1.82M
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-30- 0.46% |
$4.63K - $4.92K
|
6.52K
$1.05M
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
364+ 4.04% |
$56.2K - $59.7K
|
9.38K
$1.51M
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-3.74K- 52.68% |
$577K - $613K
|
3.36K
$540K
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.98K+ 54.7% |
$614K - $652K
|
11.2K
$1.81M
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
86+ 0.7% |
$13.3K - $14.1K
|
12.3K
$1.98M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-26- 1.03% |
$4.01K - $4.26K
|
2.51K
$403K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7+ 0.28% |
$1.08K - $1.15K
|
2.47K
$397K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
39.9KNew |
$6.16M - $6.54M
|
39.9K
$6.42M
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-476- 1.29% |
$73.5K - $78K
|
36.5K
$5.88M
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
100+ 1.11% |
$15.4K - $16.4K
|
9.12K
$1.47M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$154 - $164
|
124K
$20M
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-3.61K- 6.19% |
$558K - $592K
|
54.7K
$8.8M
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-12.1K- 12.03% |
$1.87M - $1.98M
|
88.5K
$14.2M
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
25New |
$3.86K - $4.1K
|
25
$4.02K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
8.49K+ 112.95% |
$1.31M - $1.39M
|
16K
$2.57M
|