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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-104- 1.36% |
$14.6K - $17K
|
7.53K
$1.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-414- 3.51% |
$58.3K - $67.5K
|
11.4K
$1.86M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
179+ 1.99% |
$25.2K - $29.2K
|
9.17K
$1.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.61KNew |
$227K - $263K
|
1.61K
$263K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12.1KNew |
$1.71M - $1.98M
|
12.1K
$1.98M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.31KNew |
$184K - $213K
|
1.31K
$213K
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
20+ 0.59% |
$2.82K - $3.26K
|
3.38K
$552K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-18.2K- 13.76% |
$2.56M - $2.96M
|
114K
$18.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
8.7K+ 18.63% |
$1.23M - $1.42M
|
55.4K
$9.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-16- 0.87% |
$2.25K - $2.61K
|
1.83K
$298K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
62+ 0.5% |
$8.73K - $10.1K
|
12.4K
$2.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
120+ 480.0% |
$16.9K - $19.6K
|
145
$23.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
885+ 25.19% |
$125K - $144K
|
4.4K
$717K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
26+ 0.16% |
$3.66K - $4.24K
|
16K
$2.61M
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
SELL
|
- |
-15.3K- 22.09% |
$2.16M - $2.5M
|
54.1K
$8.82M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-4.43K- 7.59% |
$623K - $722K
|
53.9K
$8.79M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
473+ 4.11% |
$66.6K - $77.1K
|
12K
$1.95M
|
|
| Q1 2025 | |||||||
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.43K- 52.29% |
$1.13M - $1.22M
|
6.78K
$1.1M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
1.77KNew |
$270K - $290K
|
1.77K
$289K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.21K+ 1.31% |
$489K - $525K
|
248K
$40.5M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.58K- 0.77% |
$241K - $258K
|
203K
$33.1M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
590+ 1.64% |
$90K - $96.6K
|
36.6K
$5.97M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-848- 27.79% |
$129K - $139K
|
2.2K
$359K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.49K- 4.22% |
$228K - $245K
|
33.9K
$5.53M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-157- 7.09% |
$24K - $25.7K
|
2.06K
$335K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-12- 12.5% |
$1.83K - $1.96K
|
84
$13.7K
|
|
|
May 15, 2025
Q1 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-350- 11.29% |
$53.4K - $57.3K
|
2.75K
$448K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.38K+ 298.49% |
$363K - $389K
|
3.17K
$517K
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
63.5K+ 9647.11% |
$9.68M - $10.4M
|
64.1K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.4K+ 6.56% |
$2.04M - $2.19M
|
217K
$35.4M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
100+ 1.24% |
$15.3K - $16.4K
|
8.17K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.46K- 32.27% |
$375K - $402K
|
5.16K
$841K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
8+ 0.02% |
$1.22K - $1.31K
|
36.2K
$5.91M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.02KNew |
$307K - $330K
|
2.02K
$329K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-574- 6.23% |
$87.6K - $93.9K
|
8.64K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.18KNew |
$637K - $684K
|
4.18K
$681K
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
75+ 0.93% |
$11.4K - $12.3K
|
8.15K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-23.5K- 3.87% |
$3.59M - $3.85M
|
585K
$95.3M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.07K- 8.82% |
$1.23M - $1.32M
|
83.5K
$13.6M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.11K- 19.05% |
$322K - $345K
|
8.96K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
107+ 1.86% |
$16.3K - $17.5K
|
5.86K
$955K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-36- 0.43% |
$5.49K - $5.89K
|
8.41K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.61K- 1.53% |
$399K - $428K
|
169K
$27.5M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.71K+ 83.76% |
$260K - $279K
|
3.75K
$611K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-6.72K- 31.49% |
$1.03M - $1.1M
|
14.6K
$2.38M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-19- 0.57% |
$2.9K - $3.11K
|
3.34K
$544K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-153Closed |
$23.3K - $25K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.33K- 4.39% |
$356K - $382K
|
50.9K
$8.29M
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
BUY
|
- |
2.24K+ 3.55% |
$342K - $366K
|
65.3K
$10.6M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|