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 |
---|---|---|---|---|---|---|---|
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
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.33K- 4.39% |
$356K - $382K
|
50.9K
$8.29M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-153Closed |
$23.3K - $25K
|
0
$0
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-41.4K- 28.04% |
$6.32M - $6.78M
|
106K
$17.3M
|
|
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
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
6.43KNew |
$980K - $1.05M
|
6.43K
$1.05M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
4.84K+ 3556.62% |
$738K - $792K
|
4.97K
$811K
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
305New |
$46.5K - $49.9K
|
305
$49.7K
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
3.7KNew |
$565K - $606K
|
3.7K
$604K
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-4- 0.13% |
$610 - $655
|
2.99K
$487K
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
BUY
|
- |
2.59KNew |
$396K - $424K
|
2.59K
$423K
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
779+ 1.88% |
$119K - $127K
|
42.1K
$6.87M
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.49K- 28.05% |
$227K - $243K
|
3.82K
$622K
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
305New |
$46.5K - $49.9K
|
305
$49.7K
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-80- 1.54% |
$12.2K - $13.1K
|
5.12K
$836K
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
28.7KNew |
$4.37M - $4.69M
|
28.7K
$4.68M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
43New |
$6.56K - $7.04K
|
43
$7.01K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.91K- 6.36% |
$292K - $313K
|
28.1K
$4.59M
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
2.69K+ 0.52% |
$410K - $440K
|
517K
$84.4M
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-154- 2.05% |
$23.5K - $25.2K
|
7.34K
$1.2M
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
56+ 3.28% |
$8.54K - $9.16K
|
1.76K
$287K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
6.22KNew |
$949K - $1.02M
|
6.22K
$1.01M
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
4.47K+ 24.46% |
$682K - $732K
|
22.8K
$3.71M
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-795- 30.52% |
$121K - $130K
|
1.81K
$295K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.3K+ 7.89% |
$3.25M - $3.48M
|
291K
$47.5M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
360+ 750.0% |
$54.9K - $58.9K
|
408
$66.5K
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1- 0.04% |
$153 - $164
|
2.52K
$411K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.12K+ 15.1% |
$171K - $184K
|
8.57K
$1.4M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-125- 10.2% |
$19.1K - $20.5K
|
1.1K
$179K
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
4.82K+ 16.54% |
$735K - $789K
|
34K
$5.54M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
75.8K+ 23.02% |
$11.6M - $12.4M
|
405K
$66.1M
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-218- 0.11% |
$33.3K - $35.7K
|
191K
$31.2M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
129New |
$19.7K - $21.1K
|
129
$21K
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1K- 22.31% |
$153K - $164K
|
3.48K
$568K
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-800- 3.75% |
$122K - $131K
|
20.5K
$3.35M
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-1.63K- 3.46% |
$248K - $266K
|
45.4K
$7.41M
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
65+ 1.7% |
$9.92K - $10.6K
|
3.89K
$634K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.56K- 6.1% |
$237K - $255K
|
24K
$3.91M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.56K+ 159.37% |
$1.31M - $1.4M
|
13.9K
$2.27M
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12.8K+ 14.26% |
$1.95M - $2.09M
|
102K
$16.7M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-45.3K- 11.8% |
$6.91M - $7.41M
|
339K
$55.2M
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
BUY
|
- |
1.72KNew |
$262K - $281K
|
1.72K
$280K
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
8K+ 4.67% |
$1.22M - $1.31M
|
179K
$29.2M
|
|
Apr 28, 2025
Q1 2025
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
3.21K+ 5.43% |
$489K - $525K
|
62.3K
$10.2M
|