Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-253- 2.4% |
$8.29K - $9.06K
|
10.3K
$343K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-262- 3.55% |
$8.58K - $9.38K
|
7.12K
$238K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-304- 1.82% |
$9.96K - $10.9K
|
16.4K
$547K
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-351- 1.95% |
$11.5K - $12.6K
|
17.6K
$588K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-368- 5.12% |
$12.1K - $13.2K
|
6.82K
$228K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-387- 2.52% |
$12.7K - $13.9K
|
15K
$500K
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-600- 1.75% |
$19.7K - $21.5K
|
33.7K
$1.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-678- 0.76% |
$22.2K - $24.3K
|
88.8K
$2.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-700- 3.96% |
$22.9K - $25.1K
|
17K
$567K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-827- 4.76% |
$27.1K - $29.6K
|
16.6K
$552K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-851- 98.04% |
$27.9K - $30.5K
|
17
$567
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-866- 89.37% |
$28.4K - $31K
|
103
$3.44K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.04K- 1.58% |
$34.1K - $37.3K
|
64.6K
$2.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.17K- 19.44% |
$38.4K - $42K
|
4.86K
$162K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-1.24K- 1.29% |
$40.5K - $44.3K
|
94.5K
$3.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.28K- 12.69% |
$41.9K - $45.8K
|
8.81K
$294K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.33K- 14.82% |
$43.5K - $47.6K
|
7.64K
$255K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.48K- 14.0% |
$48.4K - $52.9K
|
9.08K
$303K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.62K- 3.36% |
$53K - $57.9K
|
46.6K
$1.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-1.71K- 28.84% |
$56K - $61.2K
|
4.22K
$141K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.99K- 99.95% |
$65.1K - $71.2K
|
1
$33.4
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-3.02K- 18.01% |
$98.7K - $108K
|
13.7K
$458K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-3.04K- 8.59% |
$99.7K - $109K
|
32.4K
$1.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-3.47K- 2.98% |
$114K - $124K
|
113K
$3.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.9K- 11.37% |
$128K - $140K
|
30.4K
$1.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.17K- 23.9% |
$169K - $185K
|
16.4K
$549K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.48K- 11.48% |
$180K - $196K
|
42.3K
$1.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-5.73K- 3.39% |
$188K - $205K
|
163K
$5.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.83K- 2.98% |
$224K - $245K
|
222K
$7.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-7.77K- 5.97% |
$255K - $278K
|
122K
$4.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-8.3K- 16.77% |
$272K - $297K
|
41.2K
$1.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-8.91K- 59.06% |
$292K - $319K
|
6.18K
$206K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.03K- 1.5% |
$296K - $323K
|
594K
$19.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-14.4K- 7.37% |
$470K - $514K
|
181K
$6.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-17.9K- 8.33% |
$586K - $641K
|
197K
$6.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-22K- 51.59% |
$720K - $787K
|
20.6K
$688K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-23.4K- 7.05% |
$768K - $839K
|
309K
$10.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-25.3K- 10.97% |
$827K - $905K
|
205K
$6.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-27K- 22.45% |
$884K - $967K
|
93.2K
$3.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-36.5K- 15.03% |
$1.2M - $1.31M
|
206K
$6.89M
|