Purchases and Sales Made in Q2 2024 in Spdr Ser Tr Msci Usa Strategic (QUS)
This table provides information about the institutional ownership of Spdr Ser Tr Msci Usa Strategic (QUS) during Q2 2024. The information is specifically focused on institutions that hold shares of SPDR SER TR MSCI USA STRATEGIC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
116New |
$16.1K - $17.2K
|
116
$17.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
109+ 2.13% |
$15.1K - $16.1K
|
5.22K
$806K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
85+ 7.87% |
$11.8K - $12.6K
|
1.17K
$180K
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
75+ 0.56% |
$10.4K - $11.1K
|
13.5K
$2.09M
|
|
|
Jul 31, 2024
Q2 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
67+ 0.67% |
$9.28K - $9.93K
|
10.1K
$1.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
61+ 0.65% |
$8.45K - $9.04K
|
9.43K
$1.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
61New |
$8.45K - $9.04K
|
61
$9.43K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
22+ 3.32% |
$3.05K - $3.26K
|
685
$106K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
21+ 10.82% |
$2.91K - $3.11K
|
215
$33.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
20+ 0.66% |
$2.77K - $2.96K
|
3.05K
$471K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18+ 0.22% |
$2.49K - $2.67K
|
8.35K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
12+ 0.15% |
$1.66K - $1.78K
|
7.91K
$1.22M
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
11+ 0.65% |
$1.52K - $1.63K
|
1.69K
$261K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
5+ 0.72% |
$693 - $741
|
704
$109K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
3+ 0.04% |
$416 - $444
|
8.15K
$1.26M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3+ 0.16% |
$416 - $444
|
1.84K
$284K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1New |
$139 - $148
|
1
$155
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$139 - $148
|
0
$0
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-9- 0.08% |
$1.25K - $1.33K
|
11.2K
$1.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-11- 0.58% |
$1.52K - $1.63K
|
1.9K
$294K
|
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-13- 0.8% |
$1.8K - $1.93K
|
1.62K
$251K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-18- 0.34% |
$2.49K - $2.67K
|
5.35K
$826K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-22- 1.17% |
$3.05K - $3.26K
|
1.86K
$287K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-50- 2.54% |
$6.93K - $7.41K
|
1.92K
$297K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-64- 1.78% |
$8.87K - $9.48K
|
3.54K
$547K
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-70- 1.06% |
$9.7K - $10.4K
|
6.55K
$1.01M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-74- 5.25% |
$10.3K - $11K
|
1.34K
$207K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-84- 25.45% |
$11.6K - $12.4K
|
246
$38K
|
|
|
Jul 24, 2024
Q2 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-85- 5.23% |
$11.8K - $12.6K
|
1.54K
$238K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-96- 2.63% |
$13.3K - $14.2K
|
3.56K
$550K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-100- 28.57% |
$13.9K - $14.8K
|
250
$38.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-113- 3.04% |
$15.7K - $16.7K
|
3.61K
$558K
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-125- 5.38% |
$17.3K - $18.5K
|
2.2K
$340K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-190- 4.16% |
$26.3K - $28.1K
|
4.38K
$677K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-214- 6.84% |
$29.7K - $31.7K
|
2.92K
$451K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-222- 2.3% |
$30.8K - $32.9K
|
9.43K
$1.46M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-273- 12.05% |
$37.8K - $40.4K
|
1.99K
$308K
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-298- 2.99% |
$41.3K - $44.1K
|
9.65K
$1.49M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-298- 11.65% |
$41.3K - $44.1K
|
2.26K
$349K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-378- 0.52% |
$52.4K - $56K
|
71.7K
$11.1M
|
|
|
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-389- 3.55% |
$53.9K - $57.6K
|
10.6K
$1.63M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-400- 2.88% |
$55.4K - $59.3K
|
13.5K
$2.08M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-505- 6.49% |
$70K - $74.8K
|
7.28K
$1.13M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-694- 60.66% |
$96.2K - $103K
|
450
$69.6K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-713- 32.87% |
$98.8K - $106K
|
1.46K
$225K
|
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-734- 2.21% |
$102K - $109K
|
32.5K
$5.03M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-747- 0.98% |
$104K - $111K
|
75.8K
$11.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-782- 19.13% |
$108K - $116K
|
3.31K
$511K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-833- 0.26% |
$115K - $123K
|
317K
$49M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-846- 22.15% |
$117K - $125K
|
2.97K
$460K
|