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, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-148- 3.06% |
$19.4K - $21.6K
|
4.68K
$758K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4+ 0.06% |
$525 - $583
|
6.51K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-534- 3.93% |
$70.1K - $77.8K
|
13.1K
$2.12M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
80+ 4.43% |
$10.5K - $11.7K
|
1.89K
$305K
|
|
|
May 14, 2024
Q1 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
3.95KNew |
$518K - $575K
|
3.95K
$639K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.41KNew |
$185K - $206K
|
1.41K
$229K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
17.1KNew |
$2.24M - $2.48M
|
17.1K
$2.76M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
26+ 1.14% |
$3.41K - $3.79K
|
2.3K
$373K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
1.77KNew |
$232K - $257K
|
1.77K
$286K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-515- 20.61% |
$67.6K - $75K
|
1.98K
$321K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
272New |
$35.7K - $39.6K
|
272
$44K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-423- 22.46% |
$55.5K - $61.6K
|
1.46K
$236K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
53+ 117.78% |
$6.95K - $7.72K
|
98
$15.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.41KNew |
$185K - $206K
|
1.41K
$229K
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.5KNew |
$197K - $218K
|
1.5K
$243K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
957+ 46.93% |
$126K - $139K
|
3K
$485K
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-390- 7.34% |
$51.2K - $56.8K
|
4.93K
$798K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
75+ 394.74% |
$9.84K - $10.9K
|
94
$15.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
BUY
|
- |
4.37KNew |
$573K - $636K
|
4.37K
$707K
|
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
BUY
|
- |
1.41KNew |
$185K - $205K
|
1.41K
$228K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-23- 17.69% |
$2.68K - $3.05K
|
107
$17.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
1.93KNew |
$224K - $255K
|
1.93K
$312K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
292New |
$34K - $38.7K
|
292
$47.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-89- 2.52% |
$10.4K - $11.8K
|
3.45K
$558K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
9.21KNew |
$1.07M - $1.22M
|
9.21K
$1.49M
|
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
BUY
|
- |
635New |
$73.9K - $84.1K
|
635
$103K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
1.17KNew |
$136K - $155K
|
1.17K
$189K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
50New |
$5.82K - $6.62K
|
50
$8.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
40New |
$4.66K - $5.3K
|
40
$6.48K
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-219- 9.12% |
$25.5K - $29K
|
2.18K
$353K
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
4.36KNew |
$508K - $577K
|
4.36K
$706K
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-13.2K- 26.68% |
$1.54M - $1.75M
|
36.3K
$5.87M
|
|
|
Jan 08, 2024
Q4 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-287- 13.74% |
$33.4K - $38K
|
1.8K
$292K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
149K+ 11.54% |
$18M - $18.9M
|
1.44M
$234M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
326New |
$39.3K - $41.3K
|
326
$52.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
185New |
$22.3K - $23.4K
|
185
$30K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.85KNew |
$212K - $228K
|
1.85K
$300K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-11- 35.48% |
$1.26K - $1.35K
|
20
$3.24K
|
|
|
Aug 11, 2023
Q2 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
12+ 0.37% |
$1.38K - $1.48K
|
3.23K
$523K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
55New |
$6.31K - $6.76K
|
55
$8.91K
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-260- 12.13% |
$29.8K - $32K
|
1.88K
$305K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5.63KNew |
$646K - $693K
|
5.63K
$912K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
504New |
$57.8K - $62K
|
504
$81.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
1.07K+ 7.8% |
$122K - $131K
|
14.8K
$2.39M
|
|
|
Jul 25, 2023
Q2 2023
|
Smart Money Group LLC
|
BUY
|
- |
15+ 0.72% |
$1.72K - $1.84K
|
2.11K
$341K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
164+ 73.54% |
$18.8K - $20.2K
|
387
$62.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
194New |
$22.3K - $23.9K
|
194
$31.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Silverhawk Asset Management, LLC
|
SELL
|
- |
-51.5K- 91.05% |
$5.91M - $6.33M
|
5.07K
$820K
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
176New |
$20.2K - $21.6K
|
176
$28.5K
|
|