Purchases and Sales Made in Q2 2024 in Spdr Ser Tr Msci Usa Strategic (QUS)
This table provides information about the institutional ownership of Spdr Ser Tr Msci Usa Strategic (QUS) during Q2 2024. The information is specifically focused on institutions that hold shares of SPDR SER TR MSCI USA STRATEGIC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
120K+ 4768.66% |
$16.6M - $17.7M
|
122K
$19.1M
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
63.7KNew |
$8.83M - $9.44M
|
63.7K
$9.94M
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
24.9KNew |
$3.45M - $3.69M
|
24.9K
$3.88M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.4K+ 1203.6% |
$3.1M - $3.31M
|
24.2K
$3.78M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.9KNew |
$2.89M - $3.09M
|
20.9K
$3.26M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
18K+ 10.72% |
$2.49M - $2.66M
|
186K
$29M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17K+ 22.27% |
$2.35M - $2.52M
|
93.3K
$14.5M
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
13.2K+ 168.77% |
$1.83M - $1.96M
|
21.1K
$3.29M
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.1K+ 7.53% |
$1.68M - $1.8M
|
173K
$27M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.1K+ 4.96% |
$1.68M - $1.79M
|
256K
$39.9M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.1K+ 4.96% |
$1.68M - $1.79M
|
256K
$39.9M
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
12K+ 5.85% |
$1.66M - $1.77M
|
216K
$33.8M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.38K+ 25.23% |
$1.3M - $1.39M
|
46.5K
$7.26M
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
8.01KNew |
$1.11M - $1.19M
|
8.01K
$1.25M
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.08KNew |
$842K - $900K
|
6.08K
$947K
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.9K+ 5.39% |
$817K - $874K
|
115K
$18M
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
5.55KNew |
$768K - $821K
|
5.55K
$865K
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.05K+ 63.06% |
$700K - $748K
|
13.1K
$2.04M
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.74K+ 168.34% |
$657K - $702K
|
7.56K
$1.18M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.99KNew |
$553K - $591K
|
3.99K
$623K
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.55KNew |
$491K - $525K
|
3.55K
$553K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.33K+ 3502.11% |
$461K - $493K
|
3.42K
$534K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.9K+ 8.39% |
$402K - $430K
|
37.5K
$5.85M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.12K+ 7.06% |
$294K - $315K
|
32.2K
$5.02M
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.01KNew |
$279K - $298K
|
2.01K
$313K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.88KNew |
$261K - $279K
|
1.88K
$294K
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.53KNew |
$212K - $227K
|
1.53K
$239K
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.44K+ 35.02% |
$200K - $213K
|
5.56K
$866K
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
1.36KNew |
$188K - $201K
|
1.36K
$211K
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.31K+ 1.77% |
$181K - $194K
|
75.4K
$11.8M
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
1.21K+ 20.89% |
$167K - $179K
|
6.98K
$1.09M
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.16K+ 188.13% |
$160K - $171K
|
1.77K
$276K
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
761+ 2.18% |
$105K - $113K
|
35.7K
$5.57M
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
BUY
|
- |
465+ 0.8% |
$64.4K - $68.9K
|
58.4K
$9.11M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
453+ 102.72% |
$62.8K - $67.1K
|
894
$139K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
426+ 29.79% |
$59K - $63.1K
|
1.86K
$289K
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
418New |
$57.9K - $61.9K
|
418
$65.2K
|
|
Jul 12, 2024
Q2 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
402+ 1.1% |
$55.7K - $59.6K
|
37.1K
$5.78M
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
262+ 8.52% |
$36.3K - $38.8K
|
3.34K
$520K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
259+ 17.3% |
$35.9K - $38.4K
|
1.76K
$274K
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
BUY
|
- |
230New |
$31.9K - $34.1K
|
230
$35.9K
|
|
Aug 05, 2024
Q2 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
216+ 2.04% |
$29.9K - $32K
|
10.8K
$1.68M
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
197+ 6.58% |
$27.3K - $29.2K
|
3.19K
$498K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
196+ 118.79% |
$27.2K - $29K
|
361
$56.3K
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
165+ 6.96% |
$22.9K - $24.4K
|
2.53K
$395K
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
161+ 7.31% |
$22.3K - $23.9K
|
2.36K
$368K
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
130+ 1.27% |
$18K - $19.3K
|
10.4K
$1.62M
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
120New |
$16.6K - $17.8K
|
120
$18.7K
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
119+ 4.81% |
$16.5K - $17.6K
|
2.59K
$405K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
117New |
$16.2K - $17.3K
|
117
$18.2K
|