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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-107- 1.31% |
$15.4K - $16.9K
|
8.04K
$1.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
4.61K+ 3.05% |
$665K - $726K
|
156K
$24.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-81- 1.43% |
$11.7K - $12.8K
|
5.58K
$870K
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
12.2KNew |
$1.75M - $1.92M
|
12.2K
$1.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
326New |
$47K - $51.4K
|
326
$50.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.96K- 98.49% |
$283K - $309K
|
30
$4.68K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-100- 0.05% |
$14.4K - $15.8K
|
191K
$29.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
509+ 4.91% |
$73.4K - $80.2K
|
10.9K
$1.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
31.4KNew |
$4.53M - $4.94M
|
31.4K
$4.89M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-865- 3.57% |
$125K - $136K
|
23.4K
$3.64M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-131- 19.12% |
$18.9K - $20.6K
|
554
$86.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-276- 15.72% |
$39.8K - $43.5K
|
1.48K
$231K
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-32- 1.97% |
$4.62K - $5.04K
|
1.59K
$248K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-433- 14.85% |
$62.5K - $68.2K
|
2.48K
$387K
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-146- 1.38% |
$21.1K - $23K
|
10.4K
$1.62M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.34KNew |
$193K - $211K
|
1.34K
$209K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.87K+ 2.94% |
$270K - $295K
|
65.6K
$10.2M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-4- 0.07% |
$577 - $630
|
5.54K
$864K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.99K+ 3.97% |
$432K - $471K
|
78.4K
$12.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
631+ 12.92% |
$91K - $99.4K
|
5.52K
$860K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.7K+ 28.35% |
$534K - $583K
|
16.8K
$2.61M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
157+ 1.41% |
$22.7K - $24.7K
|
11.3K
$1.77M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-15- 0.66% |
$2.16K - $2.36K
|
2.25K
$350K
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-660- 32.84% |
$95.2K - $104K
|
1.35K
$211K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
1.19KNew |
$172K - $188K
|
1.19K
$186K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-86- 2.6% |
$12.4K - $13.5K
|
3.22K
$502K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-232- 10.55% |
$33.5K - $36.6K
|
1.97K
$307K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.15K+ 1.76% |
$310K - $339K
|
124K
$19.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
19.1K+ 6.03% |
$2.76M - $3.01M
|
336K
$52.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-745- 5.53% |
$107K - $117K
|
12.7K
$1.99M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-1.83K- 5.61% |
$263K - $288K
|
30.7K
$4.79M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-57- 1.09% |
$8.22K - $8.98K
|
5.16K
$805K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
663+ 2.56% |
$95.7K - $104K
|
26.6K
$4.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
39KNew |
$5.63M - $6.15M
|
39K
$6.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.75K- 8.54% |
$396K - $433K
|
29.4K
$4.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
71.5K+ 99.63% |
$10.3M - $11.3M
|
143K
$22.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.47K- 18.19% |
$1.22M - $1.33M
|
38.1K
$5.94M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.36K- 16.72% |
$196K - $214K
|
6.78K
$1.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-2.25K- 2.18% |
$324K - $354K
|
101K
$15.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
1.28KNew |
$185K - $202K
|
1.28K
$199K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-515- 17.32% |
$74.3K - $81.1K
|
2.46K
$383K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16+ 0.3% |
$2.31K - $2.52K
|
5.36K
$836K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-418- 4.43% |
$60.3K - $65.9K
|
9.01K
$1.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-629- 6.52% |
$90.7K - $99.1K
|
9.02K
$1.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.25K+ 35.14% |
$180K - $197K
|
4.81K
$750K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.14KNew |
$308K - $337K
|
2.14K
$333K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.03K- 24.53% |
$148K - $162K
|
3.16K
$493K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
133+ 61.86% |
$19.2K - $21K
|
348
$54.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.32K- 9.75% |
$190K - $208K
|
12.2K
$1.91M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-25.8K- 78.4% |
$3.72M - $4.06M
|
7.09K
$1.11M
|