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 |
---|---|---|---|---|---|---|---|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.69K- 19.32% |
$54.8K - $57.5K
|
7.07K
$223K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.53K- 3.91% |
$81.8K - $85.9K
|
62.1K
$1.96M
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.76K- 26.1% |
$89.5K - $94K
|
7.82K
$247K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.96K- 9.16% |
$95.7K - $101K
|
29.3K
$927K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.06K- 3.7% |
$99.2K - $104K
|
79.7K
$2.52M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.43K- 8.32% |
$111K - $117K
|
37.7K
$1.19M
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-4.76K- 3.89% |
$154K - $162K
|
118K
$3.72M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.28K- 17.39% |
$171K - $180K
|
25.1K
$793K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-7.02K- 4.3% |
$227K - $239K
|
156K
$4.94M
|
|
Apr 30, 2025
Q1 2025
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-8.4K- 4.07% |
$272K - $286K
|
198K
$6.26M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10.4K- 16.19% |
$336K - $352K
|
53.6K
$1.7M
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-10.4K- 32.03% |
$336K - $353K
|
22K
$696K
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-10.4K- 4.67% |
$336K - $353K
|
212K
$6.7M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-13.9K- 80.45% |
$451K - $474K
|
3.39K
$107K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14.6K- 42.53% |
$473K - $496K
|
19.7K
$624K
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.2K- 16.31% |
$493K - $517K
|
78K
$2.47M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-21.1K- 64.31% |
$683K - $717K
|
11.7K
$370K
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-26.1K- 99.25% |
$846K - $889K
|
198
$6.26K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-33.2K- 5.59% |
$1.08M - $1.13M
|
561K
$17.7M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-38.3K- 15.14% |
$1.24M - $1.3M
|
215K
$6.79M
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-44.4K- 55.9% |
$1.44M - $1.51M
|
35K
$1.11M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-53.2K- 79.9% |
$1.72M - $1.81M
|
13.4K
$423K
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-63K- 76.62% |
$2.04M - $2.14M
|
19.2K
$608K
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-78.6K- 88.26% |
$2.55M - $2.67M
|
10.5K
$331K
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-80.3K- 71.22% |
$2.6M - $2.73M
|
32.4K
$1.03M
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-84.8K- 18.39% |
$2.75M - $2.89M
|
376K
$11.9M
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-228K- 99.79% |
$7.38M - $7.75M
|
485
$15.3K
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-302K- 97.83% |
$9.79M - $10.3M
|
6.69K
$212K
|