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 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
400New |
$40.5K - $46.8K
|
400
$65.2K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
66.4KNew |
$6.72M - $7.76M
|
66.4K
$10.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-1.03K- 22.18% |
$104K - $120K
|
3.6K
$586K
|
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
BUY
|
- |
310New |
$31.4K - $36.3K
|
310
$50.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2.08KNew |
$211K - $243K
|
2.08K
$339K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-2.21K- 94.61% |
$224K - $259K
|
126
$20.5K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-7.29K- 73.94% |
$738K - $852K
|
2.57K
$419K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
2.71K+ 4.63% |
$276K - $327K
|
61.3K
$9.99M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
103+ 89.57% |
$10.5K - $12.4K
|
218
$35.6K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
800New |
$81.3K - $96.3K
|
800
$130K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-131- 0.49% |
$13.3K - $15.8K
|
26.7K
$4.36M
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-150Closed |
$15.6K - $18.8K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
783New |
$81.3K - $98.4K
|
783
$128K
|
|
|
Aug 12, 2022
Q2 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-36- 0.83% |
$3.74K - $4.52K
|
4.32K
$704K
|
|
|
Aug 09, 2022
Q2 2022
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-1.75KClosed |
$182K - $220K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
January Capital Advisors LLC
|
SELL
|
- |
-41- 0.1% |
$4.26K - $5.15K
|
42.2K
$6.88M
|
|
|
Jul 29, 2022
Q2 2022
|
Echo Wealth Management, LLC
|
SELL
|
- |
-1.78KClosed |
$184K - $223K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
97New |
$10.1K - $12.2K
|
97
$15.8K
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-802- 28.95% |
$83.3K - $101K
|
1.97K
$321K
|
|
|
Jul 19, 2022
Q2 2022
|
Eagle Ridge Investment Management
|
SELL
|
- |
-1.63KClosed |
$170K - $205K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-770Closed |
$80K - $96.7K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.3KClosed |
$135K - $163K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.12KClosed |
$246K - $277K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-97Closed |
$11.2K - $12.7K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.41KClosed |
$164K - $185K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-6Closed |
$695 - $785
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-23KClosed |
$2.67M - $3.01M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-81.5KClosed |
$9.44M - $10.7M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-76Closed |
$8.8K - $9.94K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.07KClosed |
$239K - $270K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-210Closed |
$24.3K - $27.5K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Nov 14, 2022
Q4 2021
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.59KNew |
$426K - $470K
|
3.59K
$585K
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-33.1KClosed |
$3.94M - $4.34M
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-12.4KClosed |
$1.47M - $1.62M
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-3.68KClosed |
$437K - $483K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-4Closed |
$476 - $504
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-2Closed |
$238 - $252
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-212- 3.99% |
$23.8K - $25.3K
|
5.1K
$832K
|
|
|
Aug 12, 2021
Q2 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-98.9KClosed |
$11.1M - $11.8M
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-9.56KClosed |
$1.07M - $1.14M
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Wespac Advisors, LLC
|
SELL
|
- |
-3.03KClosed |
$340K - $362K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-55- 20.07% |
$5.65K - $6.13K
|
219
$35.7K
|
|
|
May 13, 2021
Q1 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-24Closed |
$2.47K - $2.68K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-7Closed |
$719 - $780
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.22KClosed |
$536K - $582K
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Weaver Consulting Group
|
SELL
|
- |
-1.95KClosed |
$200K - $217K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 18, 2021
Q4 2020
|
Truist Financial Corp
|
SELL
|
- |
-2.74KClosed |
$251K - $287K
|
0
$0
|
|
|
Feb 17, 2021
Q4 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12.1KClosed |
$1.11M - $1.27M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.04KNew |
$187K - $214K
|
2.04K
$333K
|
|
|
Feb 16, 2021
Q4 2020
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-4.21KClosed |
$385K - $441K
|
0
$0
|
|