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 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-629- 6.52% |
$90.7K - $99.1K
|
9.02K
$1.46M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.03K- 24.53% |
$148K - $162K
|
3.16K
$512K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
133+ 61.86% |
$19.2K - $21K
|
348
$56.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-25.8K- 78.4% |
$3.72M - $4.06M
|
7.09K
$1.15M
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.32K- 9.75% |
$190K - $208K
|
12.2K
$1.98M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
3.36K+ 80.67% |
$484K - $529K
|
7.51K
$1.22M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.71K+ 30.8% |
$247K - $270K
|
7.27K
$1.18M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.65K- 23.6% |
$238K - $260K
|
5.34K
$865K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-3.61K- 3.47% |
$521K - $569K
|
101K
$16.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
BUY
|
- |
94+ 0.16% |
$13.6K - $14.8K
|
58.3K
$9.44M
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-106- 39.85% |
$15.3K - $16.7K
|
160
$25.9K
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-713- 32.87% |
$98.8K - $106K
|
1.46K
$236K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
418New |
$57.9K - $61.9K
|
418
$67.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.08KNew |
$842K - $900K
|
6.08K
$984K
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
BUY
|
- |
230New |
$31.9K - $34.1K
|
230
$37.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18+ 0.22% |
$2.49K - $2.67K
|
8.35K
$1.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
SELL
|
- |
-3.82K- 0.76% |
$529K - $566K
|
498K
$80.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-11- 0.58% |
$1.52K - $1.63K
|
1.9K
$307K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-64- 1.78% |
$8.87K - $9.48K
|
3.54K
$573K
|
|
|
Aug 13, 2024
Q2 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
20+ 0.66% |
$2.77K - $2.96K
|
3.05K
$493K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
12K+ 5.85% |
$1.66M - $1.77M
|
216K
$35M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
196+ 118.79% |
$27.2K - $29K
|
361
$58.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
61New |
$8.45K - $9.04K
|
61
$9.88K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.55KNew |
$491K - $525K
|
3.55K
$574K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
5+ 0.72% |
$693 - $741
|
704
$114K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
426+ 29.79% |
$59K - $63.1K
|
1.86K
$301K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
165+ 6.96% |
$22.9K - $24.4K
|
2.53K
$410K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
1.36KNew |
$188K - $201K
|
1.36K
$220K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
11+ 0.65% |
$1.52K - $1.63K
|
1.69K
$274K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-84- 25.45% |
$11.6K - $12.4K
|
246
$39.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.53KNew |
$212K - $227K
|
1.53K
$248K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-190- 4.16% |
$26.3K - $28.1K
|
4.38K
$709K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1New |
$139 - $148
|
1
$162
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.01KNew |
$279K - $298K
|
2.01K
$325K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
116New |
$16.1K - $17.2K
|
116
$18.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
453+ 102.72% |
$62.8K - $67.1K
|
894
$145K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.74K+ 168.34% |
$657K - $702K
|
7.56K
$1.22M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-100- 28.57% |
$13.9K - $14.8K
|
250
$40.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-85- 5.23% |
$11.8K - $12.6K
|
1.54K
$249K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-74- 5.25% |
$10.3K - $11K
|
1.34K
$216K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
262+ 8.52% |
$36.3K - $38.8K
|
3.34K
$540K
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-70- 1.06% |
$9.7K - $10.4K
|
6.55K
$1.06M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.88KNew |
$261K - $279K
|
1.88K
$305K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-694- 60.66% |
$96.2K - $103K
|
450
$72.9K
|
|
| Q1 2024 | |||||||
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.51KNew |
$199K - $220K
|
1.51K
$245K
|
|
|
Jul 17, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.1K- 22.2% |
$145K - $160K
|
3.86K
$625K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.46K+ 65.66% |
$323K - $359K
|
6.21K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.6KNew |
$472K - $524K
|
3.6K
$582K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-21- 2.04% |
$2.76K - $3.06K
|
1.01K
$163K
|
|
|
May 15, 2024
Q1 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-11K- 5.48% |
$1.44M - $1.6M
|
190K
$30.7M
|
|