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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
47KNew |
$7.26M - $7.71M
|
47K
$7.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
102+ 1.22% |
$15.8K - $16.7K
|
8.45K
$1.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-52- 1.96% |
$8.03K - $8.52K
|
2.61K
$423K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
100+ 40.0% |
$15.4K - $16.4K
|
350
$56.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.04KNew |
$315K - $334K
|
2.04K
$331K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
109+ 1.95% |
$16.8K - $17.9K
|
5.69K
$924K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-23- 0.67% |
$3.55K - $3.77K
|
3.42K
$556K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-105- 1.98% |
$16.2K - $17.2K
|
5.2K
$846K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12- 0.52% |
$1.85K - $1.97K
|
2.28K
$371K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
6.4KNew |
$988K - $1.05M
|
6.4K
$1.04M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
15+ 0.89% |
$2.32K - $2.46K
|
1.71K
$277K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
194New |
$30K - $31.8K
|
194
$31.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.26KNew |
$194K - $206K
|
1.26K
$204K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.3KNew |
$201K - $213K
|
1.3K
$211K
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
3.35KNew |
$517K - $549K
|
3.35K
$544K
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
15.4K+ 9.87% |
$2.37M - $2.52M
|
171K
$27.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-547- 25.88% |
$84.5K - $89.7K
|
1.57K
$255K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.15K- 20.42% |
$178K - $188K
|
4.48K
$729K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
148KNew |
$22.8M - $24.2M
|
148K
$24M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
5.52K+ 14.16% |
$853K - $905K
|
44.5K
$7.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
500+ 16.69% |
$77.2K - $82K
|
3.5K
$568K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-947- 4.25% |
$146K - $155K
|
21.3K
$3.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
82+ 0.86% |
$12.7K - $13.4K
|
9.65K
$1.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-57- 4.45% |
$8.8K - $9.34K
|
1.23K
$199K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
7.51K+ 69.71% |
$1.16M - $1.23M
|
18.3K
$2.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
20+ 0.09% |
$3.09K - $3.28K
|
21.3K
$3.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.78K- 2.01% |
$1.05M - $1.11M
|
329K
$53.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.04KNew |
$161K - $171K
|
1.04K
$169K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5+ 0.18% |
$772 - $820
|
2.74K
$445K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-24- 1.07% |
$3.71K - $3.93K
|
2.22K
$361K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-3- 0.06% |
$463 - $492
|
5.16K
$838K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.97K+ 11.72% |
$303K - $322K
|
18.7K
$3.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4+ 0.22% |
$618 - $656
|
1.84K
$300K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
568+ 22.88% |
$87.7K - $93.1K
|
3.05K
$496K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-131- 2.37% |
$20.2K - $21.5K
|
5.39K
$875K
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-8- 0.5% |
$1.24K - $1.31K
|
1.58K
$257K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
154New |
$23.8K - $25.2K
|
154
$25K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.64K+ 75.23% |
$253K - $269K
|
3.82K
$621K
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-150- 7.8% |
$23.2K - $24.6K
|
1.77K
$288K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12KNew |
$1.85M - $1.97M
|
12K
$1.95M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-74- 0.71% |
$11.4K - $12.1K
|
10.3K
$1.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12+ 0.22% |
$1.85K - $1.97K
|
5.37K
$873K
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-2.94K- 2.92% |
$454K - $482K
|
97.8K
$15.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-655- 5.14% |
$101K - $107K
|
12.1K
$1.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
77+ 0.71% |
$11.9K - $12.6K
|
11K
$1.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
59.1KNew |
$9.13M - $9.69M
|
59.1K
$9.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-463- 14.65% |
$71.5K - $75.9K
|
2.7K
$438K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11.1K+ 14.12% |
$1.71M - $1.81M
|
89.5K
$14.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-12- 0.05% |
$1.85K - $1.97K
|
21.9K
$3.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.81K- 99.92% |
$742K - $788K
|
4
$650
|