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 |
|---|---|---|---|---|---|---|---|
|
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
$833K
|
|
|
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
$35.8K
|
|
|
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
|
|
|
May 13, 2021
Q1 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-24Closed |
$2.47K - $2.68K
|
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
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-27.1KClosed |
$2.48M - $2.84M
|
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
|
|
|
Feb 09, 2021
Q4 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.36KClosed |
$217K - $248K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.22KClosed |
$204K - $233K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-875Closed |
$80.1K - $91.7K
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.43KClosed |
$223K - $255K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.59KClosed |
$512K - $586K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
120New |
$11K - $12.6K
|
120
$19.6K
|
|
| Q3 2020 | |||||||
|
Nov 19, 2020
Q3 2020
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-3.82KClosed |
$338K - $379K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-410Closed |
$36.3K - $40.7K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-43Closed |
$3.81K - $4.27K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Ellevest, Inc.
|
SELL
|
- |
-511Closed |
$45.2K - $50.7K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-5.84KClosed |
$517K - $580K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Simpli Fi, Inc.
|
SELL
|
- |
-204KClosed |
$18M - $20.2M
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 13, 2020
Q2 2020
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-2.83KClosed |
$207K - $264K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Hc Advisors, LLC
|
SELL
|
- |
-2.83KClosed |
$207K - $264K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-3.08KClosed |
$226K - $288K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.41KClosed |
$323K - $412K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-5.65KClosed |
$415K - $528K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-6.37KClosed |
$467K - $595K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.06KClosed |
$225K - $286K
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Evanson Asset Management, LLC
|
SELL
|
- |
-3.49KClosed |
$256K - $326K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-6- 1.28% |
$394 - $596
|
463
$75.6K
|
|
|
May 13, 2020
Q1 2020
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-197KClosed |
$12.9M - $19.5M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-475KClosed |
$31.2M - $47.2M
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Barber Financial Group, Inc.
|
SELL
|
- |
-33.6KClosed |
$2.21M - $3.33M
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-110Closed |
$7.23K - $10.9K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-152Closed |
$9.99K - $15.1K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-3.94KClosed |
$259K - $391K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 30, 2024
Q4 2019
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10.6K+ 12.35% |
$917K - $1.01M
|
96.5K
$15.8M
|
|
|
Feb 13, 2020
Q4 2019
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-105KClosed |
$9.06M - $9.95M
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Jnba Financial Advisors
|
SELL
|
- |
-101Closed |
$8.73K - $9.59K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-5.72KClosed |
$494K - $543K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 12, 2019
Q2 2019
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Asset Dedication, LLC
|
SELL
|
- |
-124Closed |
N/A
|
0
$0
|
|