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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.55KNew |
$491K - $525K
|
3.55K
$578K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.53KNew |
$212K - $227K
|
1.53K
$250K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
1.36KNew |
$188K - $201K
|
1.36K
$221K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
426+ 29.79% |
$59K - $63.1K
|
1.86K
$303K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
418New |
$57.9K - $61.9K
|
418
$68.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
262+ 8.52% |
$36.3K - $38.8K
|
3.34K
$544K
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
BUY
|
- |
230New |
$31.9K - $34.1K
|
230
$37.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
116New |
$16.1K - $17.2K
|
116
$18.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
61New |
$8.45K - $9.04K
|
61
$9.95K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
5+ 0.72% |
$693 - $741
|
704
$115K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1New |
$139 - $148
|
1
$163
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
3.95KNew |
$518K - $575K
|
3.95K
$644K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.6KNew |
$472K - $524K
|
3.6K
$586K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.46K+ 65.66% |
$323K - $359K
|
6.21K
$1.01M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
1.77KNew |
$232K - $257K
|
1.77K
$288K
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.5KNew |
$197K - $218K
|
1.5K
$245K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.41KNew |
$185K - $206K
|
1.41K
$230K
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.41KNew |
$185K - $206K
|
1.41K
$230K
|
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
BUY
|
- |
1.41KNew |
$185K - $205K
|
1.41K
$230K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
272New |
$35.7K - $39.6K
|
272
$44.4K
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
168New |
$22K - $24.5K
|
168
$27.4K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
80+ 4.43% |
$10.5K - $11.7K
|
1.89K
$307K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
53+ 117.78% |
$6.95K - $7.72K
|
98
$16K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
26+ 1.14% |
$3.41K - $3.79K
|
2.3K
$375K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4+ 0.06% |
$525 - $583
|
6.51K
$1.06M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
9.21KNew |
$1.07M - $1.22M
|
9.21K
$1.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
4.36KNew |
$508K - $577K
|
4.36K
$711K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
1.93KNew |
$224K - $255K
|
1.93K
$314K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
1.17KNew |
$136K - $155K
|
1.17K
$190K
|
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
BUY
|
- |
635New |
$73.9K - $84.1K
|
635
$104K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
292New |
$34K - $38.7K
|
292
$47.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
50New |
$5.82K - $6.62K
|
50
$8.15K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
40New |
$4.66K - $5.3K
|
40
$6.52K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
149K+ 11.54% |
$18M - $18.9M
|
1.44M
$236M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
326New |
$39.3K - $41.3K
|
326
$53.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
185New |
$22.3K - $23.4K
|
185
$30.2K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.85KNew |
$212K - $228K
|
1.85K
$302K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
1.07K+ 7.8% |
$122K - $131K
|
14.8K
$2.41M
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
504New |
$57.8K - $62K
|
504
$82.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
194New |
$22.3K - $23.9K
|
194
$31.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
176New |
$20.2K - $21.6K
|
176
$28.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
164+ 73.54% |
$18.8K - $20.2K
|
387
$63.1K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
55New |
$6.31K - $6.76K
|
55
$8.97K
|
|
|
Jul 25, 2023
Q2 2023
|
Smart Money Group LLC
|
BUY
|
- |
15+ 0.72% |
$1.72K - $1.84K
|
2.11K
$344K
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
21.7K+ 95.59% |
$2.37M - $2.55M
|
44.3K
$7.23M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
159+ 5.72% |
$17.4K - $18.7K
|
2.94K
$479K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
28New |
$3.06K - $3.3K
|
28
$4.57K
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
66.4KNew |
$6.72M - $7.76M
|
66.4K
$10.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2.08KNew |
$211K - $243K
|
2.08K
$339K
|
|