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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
27KNew |
$3.9M - $4.25M
|
27K
$4.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
12.2KNew |
$1.75M - $1.92M
|
12.2K
$1.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-81- 1.43% |
$11.7K - $12.8K
|
5.58K
$897K
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
4.61K+ 3.05% |
$665K - $726K
|
156K
$25.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-100- 0.05% |
$14.4K - $15.8K
|
191K
$30.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
326New |
$47K - $51.4K
|
326
$52.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.96K- 98.49% |
$283K - $309K
|
30
$4.83K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-131- 19.12% |
$18.9K - $20.6K
|
554
$89.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-276- 15.72% |
$39.8K - $43.5K
|
1.48K
$238K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-865- 3.57% |
$125K - $136K
|
23.4K
$3.76M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.34KNew |
$193K - $211K
|
1.34K
$216K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.87K+ 2.94% |
$270K - $295K
|
65.6K
$10.6M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-4- 0.07% |
$577 - $630
|
5.54K
$891K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-232- 10.55% |
$33.5K - $36.6K
|
1.97K
$317K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-86- 2.6% |
$12.4K - $13.5K
|
3.22K
$518K
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-660- 32.84% |
$95.2K - $104K
|
1.35K
$217K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
1.19KNew |
$172K - $188K
|
1.19K
$192K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
39KNew |
$5.63M - $6.15M
|
39K
$6.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.75K- 8.54% |
$396K - $433K
|
29.4K
$4.74M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
71.5K+ 99.63% |
$10.3M - $11.3M
|
143K
$23M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.47K- 18.19% |
$1.22M - $1.33M
|
38.1K
$6.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.36K- 16.72% |
$196K - $214K
|
6.78K
$1.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
1.28KNew |
$185K - $202K
|
1.28K
$206K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.14KNew |
$308K - $337K
|
2.14K
$344K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
133+ 61.86% |
$19.2K - $21K
|
348
$56K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.65K- 23.6% |
$238K - $260K
|
5.34K
$859K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-106- 39.85% |
$15.3K - $16.7K
|
160
$25.7K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
418New |
$57.9K - $61.9K
|
418
$67.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.08KNew |
$842K - $900K
|
6.08K
$977K
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
BUY
|
- |
230New |
$31.9K - $34.1K
|
230
$37K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18+ 0.22% |
$2.49K - $2.67K
|
8.35K
$1.34M
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-64- 1.78% |
$8.87K - $9.48K
|
3.54K
$569K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-11- 0.58% |
$1.52K - $1.63K
|
1.9K
$305K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
196+ 118.79% |
$27.2K - $29K
|
361
$58.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
20+ 0.66% |
$2.77K - $2.96K
|
3.05K
$490K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
61New |
$8.45K - $9.04K
|
61
$9.81K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
5+ 0.72% |
$693 - $741
|
704
$113K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.55KNew |
$491K - $525K
|
3.55K
$570K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
426+ 29.79% |
$59K - $63.1K
|
1.86K
$299K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
1.36KNew |
$188K - $201K
|
1.36K
$218K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
11+ 0.65% |
$1.52K - $1.63K
|
1.69K
$272K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-84- 25.45% |
$11.6K - $12.4K
|
246
$39.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.53KNew |
$212K - $227K
|
1.53K
$246K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-190- 4.16% |
$26.3K - $28.1K
|
4.38K
$704K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1New |
$139 - $148
|
1
$161
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.01KNew |
$279K - $298K
|
2.01K
$323K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
116New |
$16.1K - $17.2K
|
116
$18.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-100- 28.57% |
$13.9K - $14.8K
|
250
$40.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-85- 5.23% |
$11.8K - $12.6K
|
1.54K
$248K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-74- 5.25% |
$10.3K - $11K
|
1.34K
$215K
|
|