Latest Institutional Purchases of Spdr Ser Tr Msci Usa Strategic (QUS)
This list provides information on the latest institutional transactions involving Spdr Ser Tr Msci Usa Strategic (QUS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
241KNew |
$37.2M - $39.5M
|
241K
$39.4M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
148KNew |
$22.8M - $24.2M
|
148K
$24.2M
|
|
Jan 24, 2025
Q4 2024
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
59.1KNew |
$9.13M - $9.69M
|
59.1K
$9.67M
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
47KNew |
$7.26M - $7.71M
|
47K
$7.7M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
42.5K+ 33.05% |
$6.57M - $6.97M
|
171K
$28M
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
41.4KNew |
$6.39M - $6.78M
|
41.4K
$6.77M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
39.9KNew |
$6.16M - $6.54M
|
39.9K
$6.53M
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
20.7K+ 11.32% |
$3.2M - $3.4M
|
204K
$33.4M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.6K+ 8.87% |
$2.57M - $2.73M
|
204K
$33.4M
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
15.4K+ 9.87% |
$2.37M - $2.52M
|
171K
$28M
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12KNew |
$1.85M - $1.97M
|
12K
$1.97M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11.1K+ 14.12% |
$1.71M - $1.81M
|
89.5K
$14.6M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.2K+ 942.87% |
$1.57M - $1.67M
|
11.3K
$1.84M
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
8.49K+ 112.95% |
$1.31M - $1.39M
|
16K
$2.62M
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
7.51K+ 69.71% |
$1.16M - $1.23M
|
18.3K
$2.99M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
6.4KNew |
$988K - $1.05M
|
6.4K
$1.05M
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
6.16K+ 1.21% |
$952K - $1.01M
|
515K
$84.2M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.98K+ 25.6% |
$924K - $981K
|
29.4K
$4.8M
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
5.75KNew |
$888K - $943K
|
5.75K
$941K
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
5.52K+ 14.16% |
$853K - $905K
|
44.5K
$7.29M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.6K+ 53.35% |
$710K - $754K
|
13.2K
$2.16M
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.98K+ 54.7% |
$614K - $652K
|
11.2K
$1.84M
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
3.35KNew |
$517K - $549K
|
3.35K
$548K
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
2.99K+ 11.45% |
$462K - $490K
|
29.1K
$4.77M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.66K+ 1.1% |
$411K - $436K
|
245K
$40.1M
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
2.3KNew |
$355K - $377K
|
2.3K
$376K
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.04KNew |
$315K - $334K
|
2.04K
$334K
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.97K+ 11.72% |
$303K - $322K
|
18.7K
$3.07M
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.67KNew |
$257K - $273K
|
1.67K
$273K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.64K+ 75.23% |
$253K - $269K
|
3.82K
$625K
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.56KNew |
$241K - $256K
|
1.56K
$255K
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.3KNew |
$201K - $213K
|
1.3K
$213K
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
BUY
|
- |
1.26K+ 2.05% |
$195K - $207K
|
63K
$10.3M
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.26KNew |
$194K - $206K
|
1.26K
$206K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.04KNew |
$161K - $171K
|
1.04K
$171K
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
974+ 1.3% |
$150K - $160K
|
75.9K
$12.4M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
621+ 2.11% |
$95.9K - $102K
|
30.1K
$4.92M
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
568+ 22.88% |
$87.7K - $93.1K
|
3.05K
$499K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
500+ 16.69% |
$77.2K - $82K
|
3.5K
$572K
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
462+ 1215.79% |
$71.3K - $75.7K
|
500
$81.8K
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
364+ 4.04% |
$56.2K - $59.7K
|
9.38K
$1.53M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
329+ 4.62% |
$50.8K - $53.9K
|
7.44K
$1.22M
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
275+ 3.52% |
$42.5K - $45.1K
|
8.08K
$1.32M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
270New |
$41.7K - $44.3K
|
270
$44.2K
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
194New |
$30K - $31.8K
|
194
$31.8K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
154New |
$23.8K - $25.2K
|
154
$25.2K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
136New |
$21K - $22.3K
|
136
$22.3K
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
117+ 0.32% |
$18.1K - $19.2K
|
36.2K
$5.93M
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
114New |
$17.6K - $18.7K
|
114
$18.7K
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
113+ 4.6% |
$17.4K - $18.5K
|
2.57K
$420K
|