Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
71.5K+ 99.63% |
$10.3M - $11.3M
|
143K
$22.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
60.1K+ 16.83% |
$8.67M - $9.46M
|
417K
$64.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
39KNew |
$5.63M - $6.15M
|
39K
$6.07M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
31.4KNew |
$4.53M - $4.94M
|
31.4K
$4.88M
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
27KNew |
$3.9M - $4.25M
|
27K
$4.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
26.8K+ 252.33% |
$3.87M - $4.23M
|
37.5K
$5.83M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
19.1K+ 6.03% |
$2.76M - $3.01M
|
336K
$52.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
12.9K+ 136.33% |
$1.86M - $2.03M
|
22.3K
$3.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
12.2KNew |
$1.75M - $1.92M
|
12.2K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
11.6K+ 46.64% |
$1.67M - $1.83M
|
36.5K
$5.68M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
10.4K+ 2.09% |
$1.5M - $1.64M
|
508K
$79.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
10.3KNew |
$1.48M - $1.61M
|
10.3K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.76K+ 5.63% |
$1.41M - $1.54M
|
183K
$28.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.63K+ 8.18% |
$1.1M - $1.2M
|
101K
$15.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.2K+ 169.75% |
$1.04M - $1.13M
|
11.4K
$1.78M
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
5.05K+ 23.95% |
$729K - $796K
|
26.1K
$4.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
4.61K+ 3.05% |
$665K - $726K
|
156K
$24.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.55K+ 114.0% |
$657K - $717K
|
8.54K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.44K+ 122.91% |
$640K - $699K
|
8.05K
$1.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.7K+ 28.35% |
$534K - $583K
|
16.8K
$2.61M
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
BUY
|
- |
3.36K+ 5.76% |
$485K - $530K
|
61.8K
$9.61M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
3.36K+ 80.67% |
$484K - $529K
|
7.51K
$1.17M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.99K+ 3.97% |
$432K - $471K
|
78.4K
$12.2M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.74KNew |
$395K - $431K
|
2.74K
$426K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.18KNew |
$315K - $343K
|
2.18K
$339K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.15K+ 1.76% |
$310K - $339K
|
124K
$19.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.14KNew |
$308K - $337K
|
2.14K
$333K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.04KNew |
$295K - $322K
|
2.04K
$318K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.95K+ 1.05% |
$281K - $307K
|
188K
$29.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.87K+ 2.94% |
$270K - $295K
|
65.6K
$10.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.71K+ 30.8% |
$247K - $270K
|
7.27K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.4KNew |
$201K - $220K
|
1.4K
$217K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.34KNew |
$193K - $211K
|
1.34K
$209K
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
1.28KNew |
$185K - $202K
|
1.28K
$199K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.25K+ 35.14% |
$180K - $197K
|
4.81K
$749K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
1.19KNew |
$172K - $188K
|
1.19K
$186K
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
825+ 11.82% |
$119K - $130K
|
7.8K
$1.21M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
663+ 2.56% |
$95.7K - $104K
|
26.6K
$4.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
631+ 12.92% |
$91K - $99.4K
|
5.52K
$859K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
509+ 4.91% |
$73.4K - $80.2K
|
10.9K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
459+ 22.25% |
$66.2K - $72.3K
|
2.52K
$393K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
403+ 21.73% |
$58.1K - $63.5K
|
2.26K
$352K
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
360+ 1.01% |
$51.9K - $56.7K
|
36.1K
$5.62M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
326New |
$47K - $51.4K
|
326
$50.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
157+ 1.41% |
$22.7K - $24.7K
|
11.3K
$1.76M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
133+ 61.86% |
$19.2K - $21K
|
348
$54.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
130+ 1.64% |
$18.8K - $20.5K
|
8.04K
$1.25M
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
BUY
|
- |
94+ 0.16% |
$13.6K - $14.8K
|
58.3K
$9.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
92+ 3.89% |
$13.3K - $14.5K
|
2.46K
$382K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
63+ 2.43% |
$9.09K - $9.93K
|
2.66K
$414K
|