Srs Capital Advisors, Inc. Spdr Ser Tr Spdr Ice Pfd Sec E Transaction History

Srs Capital Advisors, Inc.

$1.07 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 03, 2022	SELL	$34.21 - $38.59 $119,735 - $135,065	-3,500 Closed	0 $0
Q2 2022 Aug 22, 2022	SELL	$34.49 - $38.69 $78,464 - $88,019	-2,275 Reduced 39.39%	3,500 $125,000
Q1 2022 May 12, 2022	SELL	$37.66 - $42.71 $62,289 - $70,642	-1,654 Reduced 22.26%	5,775 $225,000
Q4 2021 Feb 08, 2022	SELL	$42.1 - $43.53 $6,651 - $6,877	-158 Reduced 2.08%	7,429 $319,000
Q3 2021 Nov 05, 2021	SELL	$43.1 - $44.18 $172,917 - $177,250	-4,012 Reduced 34.59%	7,587 $330,000
Q2 2021 Aug 02, 2021	SELL	$42.87 - $44.22 $470,798 - $485,624	-10,982 Reduced 48.63%	11,599 $513,000
Q4 2020 Feb 03, 2021	SELL	$43.06 - $44.41 $88,100 - $90,862	-2,046 Reduced 8.31%	22,581 $1 Million
Q3 2020 Nov 12, 2020	SELL	$41.62 - $43.91 $64,386 - $67,928	-1,547 Reduced 5.91%	24,627 $1.07 Million
Q1 2020 May 13, 2020	BUY	$31.08 - $44.66 $813,487 - $1.17 Million	26,174 New	26,174 $1.03 Million

Others Institutions Holding PSK

# of Institutions

175

Shares Held

12.6M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

941K
Shares

$31.4 Million
0.0% of portfolio
State Of Wisconsin Board Of Commissioners Of Public Lands Madison, WI

840K
Shares

$28 Million
17.7% of portfolio
Wells Fargo & Company San Francisco, CA

819K
Shares

$27.3 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

776K
Shares

$25.9 Million
0.01% of portfolio
Cno Financial Group, Inc.

700K
Shares

$23.4 Million
99.49% of portfolio

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