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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.53K- 27.18% |
$1.32M - $1.4M
|
22.8K
$3.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-309- 3.84% |
$47.7K - $50.6K
|
7.73K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-20- 0.18% |
$3.09K - $3.28K
|
11.3K
$1.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-3.74K- 52.68% |
$577K - $613K
|
3.36K
$530K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.98K+ 54.7% |
$614K - $652K
|
11.2K
$1.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
86+ 0.7% |
$13.3K - $14.1K
|
12.3K
$1.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7+ 0.28% |
$1.08K - $1.15K
|
2.47K
$389K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-26- 1.03% |
$4.01K - $4.26K
|
2.51K
$396K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
39.9KNew |
$6.16M - $6.54M
|
39.9K
$6.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-476- 1.29% |
$73.5K - $78K
|
36.5K
$5.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
100+ 1.11% |
$15.4K - $16.4K
|
9.12K
$1.44M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$154 - $164
|
124K
$19.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-3.61K- 6.19% |
$558K - $592K
|
54.7K
$8.63M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-12.1K- 12.03% |
$1.87M - $1.98M
|
88.5K
$14M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
25New |
$3.86K - $4.1K
|
25
$3.95K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
8.49K+ 112.95% |
$1.31M - $1.39M
|
16K
$2.53M
|
|
| Q3 2024 | |||||||
|
Dec 30, 2024
Q3 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
3.36KNew |
$485K - $530K
|
3.36K
$531K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-85- 7.3% |
$12.3K - $13.4K
|
1.08K
$170K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-18- 1.24% |
$2.6K - $2.84K
|
1.44K
$227K
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
10.4K+ 2.09% |
$1.5M - $1.64M
|
508K
$80.3M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.74KNew |
$395K - $431K
|
2.74K
$432K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-840- 1.11% |
$121K - $132K
|
74.9K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.47K- 3.35% |
$644K - $703K
|
129K
$20.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-553- 4.63% |
$79.8K - $87.1K
|
11.4K
$1.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.88K- 55.06% |
$272K - $297K
|
1.54K
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.95K+ 1.05% |
$281K - $307K
|
188K
$29.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.76K+ 5.63% |
$1.41M - $1.54M
|
183K
$28.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
403+ 21.73% |
$58.1K - $63.5K
|
2.26K
$356K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-270- 1.36% |
$39K - $42.5K
|
19.5K
$3.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.44K+ 122.91% |
$640K - $699K
|
8.05K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.04KNew |
$295K - $322K
|
2.04K
$322K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-12- 10.0% |
$1.73K - $1.89K
|
108
$17K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.7K- 5.34% |
$1.97M - $2.15M
|
242K
$38.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
30New |
$4.33K - $4.73K
|
30
$4.74K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
130+ 1.64% |
$18.8K - $20.5K
|
8.04K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-511- 1.36% |
$73.7K - $80.5K
|
37K
$5.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.55K+ 114.0% |
$657K - $717K
|
8.54K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-933- 1.39% |
$135K - $147K
|
66K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
11.6K+ 46.64% |
$1.67M - $1.83M
|
36.5K
$5.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
40+ 34.19% |
$5.77K - $6.3K
|
157
$24.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
92+ 3.89% |
$13.3K - $14.5K
|
2.46K
$387K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
10.3KNew |
$1.48M - $1.61M
|
10.3K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-12.3K- 58.72% |
$1.77M - $1.93M
|
8.62K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.2K+ 169.75% |
$1.04M - $1.13M
|
11.4K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-46.6K- 6.43% |
$6.73M - $7.35M
|
678K
$107M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.63K+ 8.18% |
$1.1M - $1.2M
|
101K
$15.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$144 - $158
|
1
$158
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
825+ 11.82% |
$119K - $130K
|
7.8K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.67K- 61.5% |
$529K - $578K
|
2.3K
$362K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.4KNew |
$201K - $220K
|
1.4K
$220K
|
|