Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
39.9KNew |
$6.16M - $6.54M
|
39.9K
$6.27M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
8.49K+ 112.95% |
$1.31M - $1.39M
|
16K
$2.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.98K+ 54.7% |
$614K - $652K
|
11.2K
$1.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
100+ 1.11% |
$15.4K - $16.4K
|
9.12K
$1.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
86+ 0.7% |
$13.3K - $14.1K
|
12.3K
$1.93M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
25New |
$3.86K - $4.1K
|
25
$3.93K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7+ 0.28% |
$1.08K - $1.15K
|
2.47K
$387K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$154 - $164
|
124K
$19.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-20- 0.18% |
$3.09K - $3.28K
|
11.3K
$1.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-26- 1.03% |
$4.01K - $4.26K
|
2.51K
$394K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-309- 3.84% |
$47.7K - $50.6K
|
7.73K
$1.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-476- 1.29% |
$73.5K - $78K
|
36.5K
$5.74M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-3.61K- 6.19% |
$558K - $592K
|
54.7K
$8.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-3.74K- 52.68% |
$577K - $613K
|
3.36K
$527K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.53K- 27.18% |
$1.32M - $1.4M
|
22.8K
$3.59M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-12.1K- 12.03% |
$1.87M - $1.98M
|
88.5K
$13.9M
|