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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-928- 32.73% |
$131K - $151K
|
1.91K
$328K
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-74- 55.22% |
$10.4K - $12.1K
|
60
$10.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-200- 3.98% |
$28.2K - $32.6K
|
4.83K
$830K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
11+ 0.58% |
$1.55K - $1.79K
|
1.91K
$328K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.2K+ 54.11% |
$1.01M - $1.17M
|
20.5K
$3.53M
|
|
|
Jul 16, 2025
Q2 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-8.89K- 87.29% |
$1.25M - $1.45M
|
1.3K
$223K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1+ 0.05% |
$141 - $163
|
1.97K
$339K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.31KNew |
$184K - $213K
|
1.31K
$225K
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
20+ 0.59% |
$2.82K - $3.26K
|
3.38K
$582K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
62+ 0.5% |
$8.73K - $10.1K
|
12.4K
$2.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
120+ 480.0% |
$16.9K - $19.6K
|
145
$24.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
26+ 0.16% |
$3.66K - $4.24K
|
16K
$2.76M
|
|
| Q1 2025 | |||||||
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
1.77KNew |
$270K - $290K
|
1.77K
$305K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.02KNew |
$307K - $330K
|
2.02K
$347K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-848- 27.79% |
$129K - $139K
|
2.2K
$379K
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
BUY
|
- |
2.59KNew |
$396K - $424K
|
2.59K
$446K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
305New |
$46.5K - $49.9K
|
305
$52.5K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
43New |
$6.56K - $7.04K
|
43
$7.39K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1K- 22.31% |
$153K - $164K
|
3.48K
$599K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-154- 50.0% |
$23.5K - $25.2K
|
154
$26.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
87+ 6.49% |
$13.3K - $14.2K
|
1.43K
$245K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
630New |
$96.1K - $103K
|
630
$108K
|
|
|
Apr 17, 2025
Q1 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
476+ 1.3% |
$72.6K - $77.9K
|
37K
$6.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
157New |
$24K - $25.7K
|
157
$27K
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-27- 1.52% |
$4.12K - $4.42K
|
1.75K
$300K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.67KNew |
$257K - $273K
|
1.67K
$287K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
114New |
$17.6K - $18.7K
|
114
$19.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
100+ 40.0% |
$15.4K - $16.4K
|
350
$60.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
194New |
$30K - $31.8K
|
194
$33.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.26KNew |
$194K - $206K
|
1.26K
$216K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.3KNew |
$201K - $213K
|
1.3K
$224K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
6.4KNew |
$988K - $1.05M
|
6.4K
$1.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.04KNew |
$161K - $171K
|
1.04K
$179K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5+ 0.18% |
$772 - $820
|
2.74K
$471K
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-8- 0.5% |
$1.24K - $1.31K
|
1.58K
$272K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-463- 14.65% |
$71.5K - $75.9K
|
2.7K
$464K
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
2.3KNew |
$355K - $377K
|
2.3K
$395K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.55K+ 114.0% |
$657K - $717K
|
8.54K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
40+ 34.19% |
$5.77K - $6.3K
|
157
$27K
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
30New |
$4.33K - $4.73K
|
30
$5.16K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.04KNew |
$295K - $322K
|
2.04K
$351K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.4KNew |
$201K - $220K
|
1.4K
$240K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
326New |
$47K - $51.4K
|
326
$56.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.96K- 98.49% |
$283K - $309K
|
30
$5.16K
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-660- 32.84% |
$95.2K - $104K
|
1.35K
$232K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
71.5K+ 99.63% |
$10.3M - $11.3M
|
143K
$24.6M
|
|
|
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
$6.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.36K- 16.72% |
$196K - $214K
|
6.78K
$1.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
1.28KNew |
$185K - $202K
|
1.28K
$220K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.65K- 23.6% |
$238K - $260K
|
5.34K
$918K
|
|