Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
114New |
$17.6K - $18.7K
|
114
$16.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
113+ 4.6% |
$17.4K - $18.5K
|
2.57K
$382K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
109+ 1.95% |
$16.8K - $17.9K
|
5.69K
$845K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
102+ 1.22% |
$15.8K - $16.7K
|
8.45K
$1.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
100+ 1.11% |
$15.4K - $16.4K
|
9.12K
$1.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
100+ 40.0% |
$15.4K - $16.4K
|
350
$52K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
86+ 0.7% |
$13.3K - $14.1K
|
12.3K
$1.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
82+ 0.86% |
$12.7K - $13.4K
|
9.65K
$1.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
77+ 0.71% |
$11.9K - $12.6K
|
11K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
55+ 1.81% |
$8.49K - $9.02K
|
3.1K
$461K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
48New |
$7.41K - $7.87K
|
48
$7.14K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
41+ 1.92% |
$6.33K - $6.72K
|
2.18K
$324K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
35+ 0.44% |
$5.4K - $5.74K
|
8.07K
$1.2M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
25New |
$3.86K - $4.1K
|
25
$3.72K
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
20+ 0.09% |
$3.09K - $3.28K
|
21.3K
$3.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
16+ 0.85% |
$2.47K - $2.62K
|
1.9K
$282K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
15+ 0.89% |
$2.32K - $2.46K
|
1.71K
$254K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12+ 0.22% |
$1.85K - $1.97K
|
5.37K
$799K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7+ 0.28% |
$1.08K - $1.15K
|
2.47K
$366K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5+ 0.18% |
$772 - $820
|
2.74K
$407K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4+ 0.22% |
$618 - $656
|
1.84K
$274K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3+ 0.09% |
$463 - $492
|
3.22K
$479K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$154 - $164
|
124K
$18.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$154 - $164
|
0
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-3- 0.06% |
$463 - $492
|
5.16K
$767K
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-8- 0.5% |
$1.24K - $1.31K
|
1.58K
$235K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12- 0.52% |
$1.85K - $1.97K
|
2.28K
$339K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-12- 11.11% |
$1.85K - $1.97K
|
96
$14.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-12- 0.05% |
$1.85K - $1.97K
|
21.9K
$3.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-20- 0.18% |
$3.09K - $3.28K
|
11.3K
$1.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-23- 0.67% |
$3.55K - $3.77K
|
3.42K
$509K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-24- 1.07% |
$3.71K - $3.93K
|
2.22K
$330K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-24- 0.09% |
$3.71K - $3.93K
|
26.6K
$3.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-26- 1.03% |
$4.01K - $4.26K
|
2.51K
$373K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-30- 0.46% |
$4.63K - $4.92K
|
6.52K
$970K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-36- 2.5% |
$5.56K - $5.9K
|
1.4K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-44- 1.95% |
$6.79K - $7.21K
|
2.21K
$329K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-52- 1.96% |
$8.03K - $8.52K
|
2.61K
$387K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-57- 4.45% |
$8.8K - $9.34K
|
1.23K
$182K
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-74- 0.71% |
$11.4K - $12.1K
|
10.3K
$1.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-75- 5.07% |
$11.6K - $12.3K
|
1.41K
$209K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-105- 1.98% |
$16.2K - $17.2K
|
5.2K
$774K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-131- 2.37% |
$20.2K - $21.5K
|
5.39K
$801K
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-150- 7.8% |
$23.2K - $24.6K
|
1.77K
$264K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-195- 56.03% |
$30.1K - $32K
|
153
$22.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-241- 7.46% |
$37.2K - $39.5K
|
2.99K
$444K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-309- 3.84% |
$47.7K - $50.6K
|
7.73K
$1.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-333- 2.92% |
$51.4K - $54.6K
|
11.1K
$1.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-463- 14.65% |
$71.5K - $75.9K
|
2.7K
$401K
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-476- 1.29% |
$73.5K - $78K
|
36.5K
$5.43M
|