Latest Institutional Purchases of Spdr Ser Tr Msci Usa Strategic (QUS)
This list provides information on the latest institutional transactions involving Spdr Ser Tr Msci Usa Strategic (QUS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
241KNew |
$37.2M - $39.5M
|
241K
$38.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
148KNew |
$22.8M - $24.2M
|
148K
$23.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
59.1KNew |
$9.13M - $9.69M
|
59.1K
$9.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
47KNew |
$7.26M - $7.71M
|
47K
$7.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
39.9KNew |
$6.16M - $6.54M
|
39.9K
$6.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
15.4K+ 9.87% |
$2.37M - $2.52M
|
171K
$27.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12KNew |
$1.85M - $1.97M
|
12K
$1.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11.1K+ 14.12% |
$1.71M - $1.81M
|
89.5K
$14.4M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
8.49K+ 112.95% |
$1.31M - $1.39M
|
16K
$2.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
7.51K+ 69.71% |
$1.16M - $1.23M
|
18.3K
$2.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
6.4KNew |
$988K - $1.05M
|
6.4K
$1.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
5.52K+ 14.16% |
$853K - $905K
|
44.5K
$7.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.98K+ 54.7% |
$614K - $652K
|
11.2K
$1.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
3.35KNew |
$517K - $549K
|
3.35K
$539K
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
2.3KNew |
$355K - $377K
|
2.3K
$370K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.04KNew |
$315K - $334K
|
2.04K
$328K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.97K+ 11.72% |
$303K - $322K
|
18.7K
$3.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.64K+ 75.23% |
$253K - $269K
|
3.82K
$615K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.3KNew |
$201K - $213K
|
1.3K
$209K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.26KNew |
$194K - $206K
|
1.26K
$203K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.04KNew |
$161K - $171K
|
1.04K
$168K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
621+ 2.11% |
$95.9K - $102K
|
30.1K
$4.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
568+ 22.88% |
$87.7K - $93.1K
|
3.05K
$491K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
500+ 16.69% |
$77.2K - $82K
|
3.5K
$563K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
364+ 4.04% |
$56.2K - $59.7K
|
9.38K
$1.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
194New |
$30K - $31.8K
|
194
$31.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
154New |
$23.8K - $25.2K
|
154
$24.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
109+ 1.95% |
$16.8K - $17.9K
|
5.69K
$916K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
102+ 1.22% |
$15.8K - $16.7K
|
8.45K
$1.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
100+ 40.0% |
$15.4K - $16.4K
|
350
$56.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
100+ 1.11% |
$15.4K - $16.4K
|
9.12K
$1.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
86+ 0.7% |
$13.3K - $14.1K
|
12.3K
$1.98M
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
82+ 0.86% |
$12.7K - $13.4K
|
9.65K
$1.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
77+ 0.71% |
$11.9K - $12.6K
|
11K
$1.76M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
25New |
$3.86K - $4.1K
|
25
$4.03K
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
20+ 0.09% |
$3.09K - $3.28K
|
21.3K
$3.44M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
15+ 0.89% |
$2.32K - $2.46K
|
1.71K
$275K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12+ 0.22% |
$1.85K - $1.97K
|
5.37K
$865K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7+ 0.28% |
$1.08K - $1.15K
|
2.47K
$397K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5+ 0.18% |
$772 - $820
|
2.74K
$441K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4+ 0.22% |
$618 - $656
|
1.84K
$297K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$154 - $164
|
124K
$20M
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
71.5K+ 99.63% |
$10.3M - $11.3M
|
143K
$23.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
60.1K+ 16.83% |
$8.67M - $9.46M
|
417K
$67.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
27KNew |
$3.9M - $4.25M
|
27K
$4.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
26.8K+ 252.33% |
$3.87M - $4.23M
|
37.5K
$6.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
12.2KNew |
$1.75M - $1.92M
|
12.2K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
11.6K+ 46.64% |
$1.67M - $1.83M
|
36.5K
$5.87M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
10.4K+ 2.09% |
$1.5M - $1.64M
|
508K
$81.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
10.3KNew |
$1.48M - $1.61M
|
10.3K
$1.65M
|
|