Purchases and Sales Made in Q1 2025 in Spdr Ser Tr Spdr Ice Pfd Sec E (PSK)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr Ice Pfd Sec E (PSK) during Q1 2025. The information is specifically focused on institutions that hold shares of SPDR SER TR SPDR ICE PFD SEC E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
500New |
$16.2K - $17K
|
500
$15.8K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
465+ 4.89% |
$15.1K - $15.8K
|
9.97K
$315K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
367+ 0.87% |
$11.9K - $12.5K
|
42.6K
$1.35M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
354New |
$11.5K - $12K
|
354
$11.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
232+ 1.6% |
$7.51K - $7.89K
|
14.7K
$466K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
208+ 21.89% |
$6.74K - $7.07K
|
1.16K
$36.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
199+ 0.54% |
$6.45K - $6.77K
|
37.4K
$1.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
189+ 1.66% |
$6.12K - $6.43K
|
11.6K
$366K
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
150+ 0.42% |
$4.86K - $5.1K
|
35.9K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
147+ 43.49% |
$4.76K - $5K
|
485
$15.3K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
117+ 0.49% |
$3.79K - $3.98K
|
24K
$758K
|
|
|
Apr 29, 2025
Q1 2025
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
110+ 1.09% |
$3.56K - $3.74K
|
10.2K
$323K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
102New |
$3.3K - $3.47K
|
102
$3.23K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
100New |
$3.24K - $3.4K
|
100
$3.16K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
83New |
$2.69K - $2.82K
|
83
$2.62K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
75+ 0.91% |
$2.43K - $2.55K
|
8.28K
$262K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
53+ 8.32% |
$1.72K - $1.8K
|
690
$21.8K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
35+ 0.39% |
$1.13K - $1.19K
|
9.11K
$288K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
31+ 0.41% |
$1K - $1.05K
|
7.67K
$242K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
28+ 700.0% |
$907 - $952
|
32
$1.01K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
15+ 0.13% |
$486 - $510
|
11.6K
$368K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
10+ 0.11% |
$324 - $340
|
9.09K
$287K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
9+ 0.01% |
$292 - $306
|
94.5K
$2.99M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
5+ 0.02% |
$162 - $170
|
23.4K
$741K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 0.71% |
$32.4 - $34
|
142
$4.49K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.26% |
$32.4 - $34
|
379
$12K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4- 0.03% |
$130 - $136
|
14.6K
$461K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-10- 62.5% |
$324 - $340
|
6
$190
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-93- 8.59% |
$3.01K - $3.16K
|
990
$31.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-151- 23.74% |
$4.89K - $5.14K
|
485
$15.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-232- 0.71% |
$7.51K - $7.89K
|
32.4K
$1.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-273- 3.62% |
$8.84K - $9.28K
|
7.27K
$230K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
SELL
|
- |
-300- 7.11% |
$9.72K - $10.2K
|
3.92K
$124K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-364- 4.56% |
$11.8K - $12.4K
|
7.62K
$241K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-451- 0.54% |
$14.6K - $15.3K
|
82.7K
$2.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-472- 0.42% |
$15.3K - $16.1K
|
112K
$3.55M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-653- 3.99% |
$21.2K - $22.2K
|
15.7K
$497K
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-671- 4.89% |
$21.7K - $22.8K
|
13.1K
$413K
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-680- 2.02% |
$22K - $23.1K
|
33K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-774- 35.37% |
$25.1K - $26.3K
|
1.41K
$44.7K
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-849- 3.01% |
$27.5K - $28.9K
|
27.4K
$866K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-879- 8.56% |
$28.5K - $29.9K
|
9.39K
$297K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-958- 0.93% |
$31K - $32.6K
|
102K
$3.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-960- 5.65% |
$31.1K - $32.6K
|
16K
$507K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.08K- 1.76% |
$34.9K - $36.7K
|
60.2K
$1.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-1.17K- 99.32% |
$38K - $39.9K
|
8
$253
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.28K- 16.24% |
$41.3K - $43.4K
|
6.58K
$208K
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-1.64K- 3.0% |
$53K - $55.6K
|
52.9K
$1.67M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.67K- 9.47% |
$54.1K - $56.8K
|
16K
$505K
|