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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
292New |
$34K - $38.7K
|
292
$46.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
50New |
$5.82K - $6.62K
|
50
$7.99K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
40New |
$4.66K - $5.3K
|
40
$6.39K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
149K+ 11.54% |
$18M - $18.9M
|
1.44M
$231M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
326New |
$39.3K - $41.3K
|
326
$52.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
185New |
$22.3K - $23.4K
|
185
$29.6K
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5.63KNew |
$646K - $693K
|
5.63K
$900K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.85KNew |
$212K - $228K
|
1.85K
$296K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
1.07K+ 7.8% |
$122K - $131K
|
14.8K
$2.36M
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
504New |
$57.8K - $62K
|
504
$80.5K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
194New |
$22.3K - $23.9K
|
194
$31K
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
176New |
$20.2K - $21.6K
|
176
$28.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
164+ 73.54% |
$18.8K - $20.2K
|
387
$61.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
55New |
$6.31K - $6.76K
|
55
$8.79K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
55New |
$6.31K - $6.76K
|
55
$8.79K
|
|
|
Jul 25, 2023
Q2 2023
|
Smart Money Group LLC
|
BUY
|
- |
15+ 0.72% |
$1.72K - $1.84K
|
2.11K
$337K
|
|
|
Aug 11, 2023
Q2 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
12+ 0.37% |
$1.38K - $1.48K
|
3.23K
$516K
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
21.7K+ 95.59% |
$2.37M - $2.55M
|
44.3K
$7.08M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
159+ 5.72% |
$17.4K - $18.7K
|
2.94K
$469K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
38New |
$4.15K - $4.48K
|
38
$6.07K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
28New |
$3.06K - $3.3K
|
28
$4.47K
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
66.4KNew |
$6.72M - $7.76M
|
66.4K
$10.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2.08KNew |
$211K - $243K
|
2.08K
$333K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
545New |
$55.2K - $63.7K
|
545
$87.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
452New |
$45.8K - $52.9K
|
452
$72.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
400New |
$40.5K - $46.8K
|
400
$63.9K
|
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
BUY
|
- |
310New |
$31.4K - $36.3K
|
310
$49.5K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
2.71K+ 4.63% |
$276K - $327K
|
61.3K
$9.79M
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
800New |
$81.3K - $96.3K
|
800
$128K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
103+ 89.57% |
$10.5K - $12.4K
|
218
$34.8K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
783New |
$81.3K - $98.4K
|
783
$125K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
97New |
$10.1K - $12.2K
|
97
$15.5K
|
|
|
Aug 08, 2022
Q2 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
65New |
$6.75K - $8.16K
|
65
$10.4K
|
|
| Q4 2021 | |||||||
|
Nov 14, 2022
Q4 2021
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.59KNew |
$426K - $470K
|
3.59K
$573K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
71New |
$8.44K - $9.31K
|
71
$11.3K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.04KNew |
$187K - $214K
|
2.04K
$326K
|
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
120New |
$11K - $12.6K
|
120
$19.2K
|
|
| Q4 2019 | |||||||
|
Jan 30, 2024
Q4 2019
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10.6K+ 12.35% |
$917K - $1.01M
|
96.5K
$15.4M
|
|