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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
184+ 5.26% |
$28.1K - $30.1K
|
3.68K
$600K
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-844- 0.86% |
$129K - $138K
|
97K
$15.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-37.1K- 92.92% |
$5.66M - $6.07M
|
2.83K
$461K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-154- 50.0% |
$23.5K - $25.2K
|
154
$25.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-15- 0.13% |
$2.29K - $2.45K
|
11.3K
$1.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-292- 20.78% |
$44.6K - $47.8K
|
1.11K
$182K
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-449- 1.51% |
$68.5K - $73.5K
|
29.3K
$4.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.9K+ 77.96% |
$3.49M - $3.74M
|
52.2K
$8.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.01K+ 11.34% |
$460K - $493K
|
29.6K
$4.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
87+ 6.49% |
$13.3K - $14.2K
|
1.43K
$233K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-434- 0.7% |
$66.2K - $71K
|
61.7K
$10.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.29K+ 1.7% |
$196K - $211K
|
77.2K
$12.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
134New |
$20.4K - $21.9K
|
134
$21.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
2.84KNew |
$433K - $464K
|
2.84K
$462K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.71K- 47.65% |
$413K - $444K
|
2.98K
$485K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-811- 8.65% |
$124K - $133K
|
8.57K
$1.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
630New |
$96.1K - $103K
|
630
$103K
|
|
|
Apr 17, 2025
Q1 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
476+ 1.3% |
$72.6K - $77.9K
|
37K
$6.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-63- 0.03% |
$9.61K - $10.3K
|
241K
$39.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-23- 0.71% |
$3.51K - $3.76K
|
3.2K
$522K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
903+ 8.24% |
$138K - $148K
|
11.9K
$1.93M
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
157New |
$24K - $25.7K
|
157
$25.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-44- 1.78% |
$6.71K - $7.2K
|
2.42K
$395K
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-27- 1.52% |
$4.12K - $4.42K
|
1.75K
$285K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.2K- 48.68% |
$339K - $360K
|
2.32K
$378K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
164New |
$25.3K - $26.9K
|
164
$26.7K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-36- 2.5% |
$5.56K - $5.9K
|
1.4K
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.9K- 51.55% |
$911K - $967K
|
5.54K
$904K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
41+ 1.92% |
$6.33K - $6.72K
|
2.18K
$355K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.56KNew |
$241K - $256K
|
1.56K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
113+ 4.6% |
$17.4K - $18.5K
|
2.57K
$419K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.6K+ 53.35% |
$710K - $754K
|
13.2K
$2.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.2K+ 942.87% |
$1.57M - $1.67M
|
11.3K
$1.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
114New |
$17.6K - $18.7K
|
114
$18.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
270New |
$41.7K - $44.3K
|
270
$44K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
462+ 1215.79% |
$71.3K - $75.7K
|
500
$81.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.67KNew |
$257K - $273K
|
1.67K
$272K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
100+ 40.0% |
$15.4K - $16.4K
|
350
$57.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-23- 0.67% |
$3.55K - $3.77K
|
3.42K
$558K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
6.4KNew |
$988K - $1.05M
|
6.4K
$1.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.3KNew |
$201K - $213K
|
1.3K
$212K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.26KNew |
$194K - $206K
|
1.26K
$205K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
194New |
$30K - $31.8K
|
194
$31.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
3.35KNew |
$517K - $549K
|
3.35K
$546K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-547- 25.88% |
$84.5K - $89.7K
|
1.57K
$256K
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
82+ 0.86% |
$12.7K - $13.4K
|
9.65K
$1.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.04KNew |
$161K - $171K
|
1.04K
$170K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5+ 0.18% |
$772 - $820
|
2.74K
$447K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-24- 1.07% |
$3.71K - $3.93K
|
2.22K
$362K
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-8- 0.5% |
$1.24K - $1.31K
|
1.58K
$258K
|
|