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 |
|---|---|---|---|---|---|---|---|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-106- 39.85% |
$15.3K - $16.7K
|
160
$27.5K
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
332+ 1.28% |
$46K - $49.2K
|
26.3K
$4.53M
|
|
|
Jul 31, 2025
Q2 2024
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.3KClosed |
$319K - $341K
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
418New |
$57.9K - $61.9K
|
418
$71.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.08KNew |
$842K - $900K
|
6.08K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
BUY
|
- |
230New |
$31.9K - $34.1K
|
230
$39.6K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-64- 1.78% |
$8.87K - $9.48K
|
3.54K
$608K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-11- 0.58% |
$1.52K - $1.63K
|
1.9K
$327K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
61New |
$8.45K - $9.04K
|
61
$10.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
5+ 0.72% |
$693 - $741
|
704
$121K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.55KNew |
$491K - $525K
|
3.55K
$610K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
426+ 29.79% |
$59K - $63.1K
|
1.86K
$319K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
1.36KNew |
$188K - $201K
|
1.36K
$233K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.53KNew |
$212K - $227K
|
1.53K
$263K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-190- 4.16% |
$26.3K - $28.1K
|
4.38K
$753K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1New |
$139 - $148
|
1
$172
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
116New |
$16.1K - $17.2K
|
116
$19.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
262+ 8.52% |
$36.3K - $38.8K
|
3.34K
$574K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-694- 60.66% |
$96.2K - $103K
|
450
$77.4K
|
|
| Q1 2024 | |||||||
|
Jul 17, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.1K- 22.2% |
$145K - $160K
|
3.86K
$664K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.6KNew |
$472K - $524K
|
3.6K
$618K
|
|
|
May 15, 2024
Q1 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-11K- 5.48% |
$1.44M - $1.6M
|
190K
$32.6M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-21- 2.04% |
$2.76K - $3.06K
|
1.01K
$174K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-148- 3.06% |
$19.4K - $21.6K
|
4.68K
$805K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
80+ 4.43% |
$10.5K - $11.7K
|
1.89K
$324K
|
|
|
May 14, 2024
Q1 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
3.95KNew |
$518K - $575K
|
3.95K
$679K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4+ 0.06% |
$525 - $583
|
6.51K
$1.12M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-534- 3.93% |
$70.1K - $77.8K
|
13.1K
$2.25M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.41KNew |
$185K - $206K
|
1.41K
$243K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
26+ 1.14% |
$3.41K - $3.79K
|
2.3K
$396K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
1.77KNew |
$232K - $257K
|
1.77K
$304K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-515- 20.61% |
$67.6K - $75K
|
1.98K
$341K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
272New |
$35.7K - $39.6K
|
272
$46.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
53+ 117.78% |
$6.95K - $7.72K
|
98
$16.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.5KNew |
$197K - $218K
|
1.5K
$258K
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.41KNew |
$185K - $206K
|
1.41K
$243K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
BUY
|
- |
1.41KNew |
$185K - $205K
|
1.41K
$242K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-23- 17.69% |
$2.68K - $3.05K
|
107
$18.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
1.93KNew |
$224K - $255K
|
1.93K
$331K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
9.21KNew |
$1.07M - $1.22M
|
9.21K
$1.58M
|
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
BUY
|
- |
635New |
$73.9K - $84.1K
|
635
$109K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
50New |
$5.82K - $6.62K
|
50
$8.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
1.17KNew |
$136K - $155K
|
1.17K
$201K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
40New |
$4.66K - $5.3K
|
40
$6.88K
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-219- 9.12% |
$25.5K - $29K
|
2.18K
$375K
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-13.2K- 26.68% |
$1.54M - $1.75M
|
36.3K
$6.24M
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
4.36KNew |
$508K - $577K
|
4.36K
$750K
|
|
|
Jan 08, 2024
Q4 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-287- 13.74% |
$33.4K - $38K
|
1.8K
$310K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
149K+ 11.54% |
$18M - $18.9M
|
1.44M
$248M
|
|