Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
63+ 2.43% |
$9.09K - $9.93K
|
2.66K
$408K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
40+ 34.19% |
$5.77K - $6.3K
|
157
$24.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
30New |
$4.33K - $4.73K
|
30
$4.61K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16+ 0.3% |
$2.31K - $2.52K
|
5.36K
$824K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$144 - $158
|
1
$154
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-4- 0.07% |
$577 - $630
|
5.54K
$851K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-12- 10.0% |
$1.73K - $1.89K
|
108
$16.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-15- 0.14% |
$2.16K - $2.36K
|
10.8K
$1.66M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-15- 0.66% |
$2.16K - $2.36K
|
2.25K
$345K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-18- 1.24% |
$2.6K - $2.84K
|
1.44K
$221K
|
|
|
Nov 05, 2024
Q3 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-32- 0.09% |
$4.62K - $5.04K
|
37K
$5.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-32- 1.97% |
$4.62K - $5.04K
|
1.59K
$244K
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-40- 0.75% |
$5.77K - $6.3K
|
5.31K
$816K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-57- 1.09% |
$8.22K - $8.98K
|
5.16K
$793K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-81- 1.43% |
$11.7K - $12.8K
|
5.58K
$857K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-85- 7.3% |
$12.3K - $13.4K
|
1.08K
$166K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-85- 7.3% |
$12.3K - $13.4K
|
1.08K
$166K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-86- 2.6% |
$12.4K - $13.5K
|
3.22K
$495K
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-93- 4.61% |
$13.4K - $14.7K
|
1.92K
$296K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-95- 4.95% |
$13.7K - $15K
|
1.83K
$281K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-100- 0.05% |
$14.4K - $15.8K
|
191K
$29.4M
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-106- 39.85% |
$15.3K - $16.7K
|
160
$24.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-107- 1.31% |
$15.4K - $16.9K
|
8.04K
$1.24M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-131- 19.12% |
$18.9K - $20.6K
|
554
$85.1K
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-146- 1.38% |
$21.1K - $23K
|
10.4K
$1.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-166- 2.28% |
$23.9K - $26.2K
|
7.11K
$1.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-232- 10.55% |
$33.5K - $36.6K
|
1.97K
$302K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-270- 1.36% |
$39K - $42.5K
|
19.5K
$3M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-276- 15.72% |
$39.8K - $43.5K
|
1.48K
$227K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-418- 4.43% |
$60.3K - $65.9K
|
9.01K
$1.38M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-433- 14.85% |
$62.5K - $68.2K
|
2.48K
$382K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-511- 1.36% |
$73.7K - $80.5K
|
37K
$5.68M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-515- 17.32% |
$74.3K - $81.1K
|
2.46K
$378K
|
|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-532- 5.27% |
$76.8K - $83.8K
|
9.57K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-553- 4.63% |
$79.8K - $87.1K
|
11.4K
$1.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-615- 34.71% |
$88.7K - $96.9K
|
1.16K
$178K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-629- 6.52% |
$90.7K - $99.1K
|
9.02K
$1.39M
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-660- 32.84% |
$95.2K - $104K
|
1.35K
$207K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-692- 3.06% |
$99.8K - $109K
|
21.9K
$3.37M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-745- 5.53% |
$107K - $117K
|
12.7K
$1.96M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-840- 1.11% |
$121K - $132K
|
74.9K
$11.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-865- 3.57% |
$125K - $136K
|
23.4K
$3.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-884- 0.32% |
$128K - $139K
|
274K
$42M
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-933- 1.39% |
$135K - $147K
|
66K
$10.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-987- 4.42% |
$142K - $156K
|
21.3K
$3.28M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.03K- 24.53% |
$148K - $162K
|
3.16K
$486K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.08K- 33.79% |
$156K - $170K
|
2.11K
$325K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.32K- 9.75% |
$190K - $208K
|
12.2K
$1.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.34K- 2.08% |
$193K - $210K
|
63K
$9.68M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.36K- 16.72% |
$196K - $214K
|
6.78K
$1.04M
|