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 |
---|---|---|---|---|---|---|---|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-25.8K- 78.4% |
$3.72M - $4.06M
|
7.09K
$1.11M
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.32K- 9.75% |
$190K - $208K
|
12.2K
$1.91M
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
3.36K+ 80.67% |
$484K - $529K
|
7.51K
$1.17M
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-3.61K- 3.47% |
$521K - $569K
|
101K
$15.7M
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.65K- 23.6% |
$238K - $260K
|
5.34K
$833K
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.71K+ 30.8% |
$247K - $270K
|
7.27K
$1.13M
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
BUY
|
- |
94+ 0.16% |
$13.6K - $14.8K
|
58.3K
$9.09M
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-106- 39.85% |
$15.3K - $16.7K
|
160
$25K
|
|
Q2 2024 | |||||||
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.1K+ 4.96% |
$1.68M - $1.79M
|
256K
$39.9M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-505- 6.49% |
$70K - $74.8K
|
7.28K
$1.14M
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-713- 32.87% |
$98.8K - $106K
|
1.46K
$227K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.9K+ 8.39% |
$402K - $430K
|
37.5K
$5.85M
|
|
Aug 15, 2024
Q2 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-3.48K- 4.95% |
$482K - $516K
|
66.9K
$10.4M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-19.2K- 81.89% |
$2.66M - $2.84M
|
4.24K
$661K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
117New |
$16.2K - $17.3K
|
117
$18.2K
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
418New |
$57.9K - $61.9K
|
418
$65.2K
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-33.9K- 34.52% |
$4.7M - $5.02M
|
64.3K
$10M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.92K- 1.42% |
$266K - $284K
|
133K
$20.8M
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
SELL
|
- |
-3.82K- 0.76% |
$529K - $566K
|
498K
$77.7M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-22- 1.17% |
$3.05K - $3.26K
|
1.86K
$289K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18+ 0.22% |
$2.49K - $2.67K
|
8.35K
$1.3M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
18K+ 10.72% |
$2.49M - $2.66M
|
186K
$29M
|
|
Aug 14, 2024
Q2 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-36.3K- 4.77% |
$5.03M - $5.38M
|
725K
$113M
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
BUY
|
- |
230New |
$31.9K - $34.1K
|
230
$35.9K
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.08KNew |
$842K - $900K
|
6.08K
$947K
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
12+ 0.15% |
$1.66K - $1.78K
|
7.91K
$1.23M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17K+ 22.27% |
$2.35M - $2.52M
|
93.3K
$14.5M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.99KNew |
$553K - $591K
|
3.99K
$623K
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
161+ 7.31% |
$22.3K - $23.9K
|
2.36K
$368K
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-11- 0.58% |
$1.52K - $1.63K
|
1.9K
$296K
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
761+ 2.18% |
$105K - $113K
|
35.7K
$5.57M
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
24.9KNew |
$3.45M - $3.69M
|
24.9K
$3.88M
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-64- 1.78% |
$8.87K - $9.48K
|
3.54K
$552K
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
120New |
$16.6K - $17.8K
|
120
$18.7K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.9KNew |
$2.89M - $3.09M
|
20.9K
$3.26M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$139 - $148
|
0
$0
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
1.21K+ 20.89% |
$167K - $179K
|
6.98K
$1.09M
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
BUY
|
- |
465+ 0.8% |
$64.4K - $68.9K
|
58.4K
$9.11M
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
61New |
$8.45K - $9.04K
|
61
$9.51K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27.5K- 82.2% |
$3.81M - $4.08M
|
5.96K
$930K
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.9K+ 5.39% |
$817K - $874K
|
115K
$18M
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.33K+ 3502.11% |
$461K - $493K
|
3.42K
$534K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-50- 2.54% |
$6.93K - $7.41K
|
1.92K
$300K
|
|
Aug 13, 2024
Q2 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
20+ 0.66% |
$2.77K - $2.96K
|
3.05K
$475K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
196+ 118.79% |
$27.2K - $29K
|
361
$56.3K
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
12K+ 5.85% |
$1.66M - $1.77M
|
216K
$33.8M
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-113- 3.04% |
$15.7K - $16.7K
|
3.61K
$563K
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.69K- 21.89% |
$1.2M - $1.29M
|
31K
$4.83M
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.16K+ 188.13% |
$160K - $171K
|
1.77K
$276K
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.55KNew |
$491K - $525K
|
3.55K
$553K
|