Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.24K+ 13.43% |
$41K - $43.1K
|
10.5K
$332K
|
|
|
Feb 13, 2025
Q2 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1.11K+ 2.39% |
$36.5K - $38.5K
|
47.4K
$1.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
978+ 163.0% |
$32.3K - $34K
|
1.58K
$49.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
890+ 2.24% |
$29.4K - $30.9K
|
40.7K
$1.29M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
749New |
$24.7K - $26K
|
749
$23.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
747+ 5.27% |
$24.6K - $26K
|
14.9K
$471K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
663+ 7.42% |
$21.9K - $23K
|
9.6K
$304K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
659+ 2.57% |
$21.7K - $22.9K
|
26.3K
$832K
|
|
|
Aug 07, 2024
Q2 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
615+ 7.76% |
$20.3K - $21.4K
|
8.54K
$270K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
573New |
$18.9K - $19.9K
|
573
$18.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
490New |
$16.2K - $17K
|
490
$15.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
471+ 5.3% |
$15.5K - $16.4K
|
9.35K
$296K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
468+ 2.34% |
$15.4K - $16.3K
|
20.5K
$647K
|
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
417+ 6.03% |
$13.8K - $14.5K
|
7.34K
$232K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
408New |
$13.5K - $14.2K
|
408
$12.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
390New |
$12.9K - $13.5K
|
390
$12.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
256New |
$8.44K - $8.89K
|
256
$8.09K
|
|
|
Aug 07, 2024
Q2 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
256+ 2.45% |
$8.44K - $8.89K
|
10.7K
$339K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
250+ 14.34% |
$8.25K - $8.69K
|
1.99K
$63K
|
|
|
Jul 12, 2024
Q2 2024
|
Eclectic Associates Inc
|
BUY
|
- |
175+ 1.59% |
$5.77K - $6.08K
|
11.2K
$354K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
174+ 1.6% |
$5.74K - $6.04K
|
11K
$349K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
154+ 2.26% |
$5.08K - $5.35K
|
6.96K
$220K
|
|
|
Aug 05, 2024
Q2 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
152+ 1.59% |
$5.01K - $5.28K
|
9.73K
$308K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
141+ 0.47% |
$4.65K - $4.9K
|
29.9K
$945K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
121+ 0.27% |
$3.99K - $4.2K
|
44.3K
$1.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
88+ 1.21% |
$2.9K - $3.06K
|
7.36K
$233K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
66+ 0.74% |
$2.18K - $2.29K
|
8.98K
$284K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
57New |
$1.88K - $1.98K
|
57
$1.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
35New |
$1.15K - $1.22K
|
35
$1.11K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
15+ 0.14% |
$495 - $521
|
10.5K
$333K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
11+ 1.41% |
$363 - $382
|
792
$25K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
9+ 0.14% |
$297 - $313
|
6.38K
$202K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8+ 1.54% |
$264 - $278
|
528
$16.7K
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
7+ 0.11% |
$231 - $243
|
6.19K
$196K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 1.89% |
$33 - $34.7
|
54
$1.71K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1New |
$33 - $34.7
|
1
$31.6
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1- 0.24% |
$33 - $34.7
|
414
$13.1K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-74- 1.08% |
$2.44K - $2.57K
|
6.75K
$213K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
SELL
|
- |
-92- 1.5% |
$3.03K - $3.2K
|
6.06K
$192K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-131- 0.14% |
$4.32K - $4.55K
|
95.8K
$3.03M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-188- 2.34% |
$6.2K - $6.53K
|
7.86K
$249K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-193- 39.15% |
$6.37K - $6.7K
|
300
$9.49K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-199- 78.35% |
$6.56K - $6.91K
|
55
$1.74K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-310- 24.12% |
$10.2K - $10.8K
|
975
$30.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-324- 1.33% |
$10.7K - $11.3K
|
24K
$759K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-373- 0.59% |
$12.3K - $13K
|
63.2K
$2M
|
|
|
Jul 30, 2024
Q2 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-416- 1.45% |
$13.7K - $14.5K
|
28.3K
$896K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-545- 51.37% |
$18K - $18.9K
|
516
$16.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-725- 1.99% |
$23.9K - $25.2K
|
35.8K
$1.13M
|