Latest Institutional Transactions on Spdr Ser Tr Spdr Ice Pfd Sec E (PSK)
This table provides information on the latest institutional transactions involving Spdr Ser Tr Spdr Ice Pfd Sec E (PSK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-1.16KClosed |
$48.9K - $51.1K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-815Closed |
$34.4K - $35.9K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-2.28KClosed |
$96.1K - $101K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.53KClosed |
$191K - $200K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-10.3KClosed |
$432K - $452K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
81New |
$3.41K - $3.57K
|
81
$2.57K
|
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-2.09MClosed |
$88.2M - $92.3M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-6Closed |
$253 - $265
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-7KClosed |
$295K - $309K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-3.55KClosed |
$150K - $157K
|
0
$0
|
|
|
Apr 13, 2021
Q1 2021
|
Rfg Holdings, Inc.
|
SELL
|
- |
-7.77KClosed |
$328K - $343K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-12.6KClosed |
$541K - $558K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Cno Financial Group, Inc.
|
BUY
|
- |
700KNew |
$30.1M - $31.1M
|
700K
$22.2M
|
|
|
Feb 09, 2021
Q4 2020
|
Founders Financial Securities LLC
|
SELL
|
- |
-6.29KClosed |
$271K - $279K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-400Closed |
$17.2K - $17.8K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Horan Securities, Inc.
|
SELL
|
- |
-37Closed |
$1.59K - $1.64K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-14.5KClosed |
$624K - $643K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-12.1KClosed |
$519K - $535K
|
0
$0
|
|
|
Jan 21, 2021
Q4 2020
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.31KNew |
$56.2K - $58K
|
1.31K
$41.5K
|
|
|
Jan 14, 2021
Q4 2020
|
Charles Schwab Trust CO
|
SELL
|
- |
-6.37KClosed |
$274K - $283K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Archer Investment Corp
|
SELL
|
- |
-1.35KClosed |
$56K - $59.1K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-226Closed |
$9.41K - $9.92K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Concorde Asset Management, LLC
|
SELL
|
- |
-5.01KClosed |
$209K - $220K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-283Closed |
$11.8K - $12.4K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
712+ 7.43% |
$26.6K - $30.4K
|
10.3K
$327K
|
|
|
Aug 14, 2020
Q2 2020
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-121KClosed |
$4.52M - $5.17M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-300Closed |
$11.2K - $12.8K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-12.2KClosed |
$454K - $519K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Investment Partners, Ltd.
|
SELL
|
- |
-15.7KClosed |
$585K - $670K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-111KClosed |
$4.16M - $4.76M
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-20Closed |
$746 - $854
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Calamos Advisors LLC
|
SELL
|
- |
-6.93KClosed |
$258K - $296K
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Jnba Financial Advisors
|
SELL
|
- |
-500Closed |
$18.7K - $21.3K
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
Trust CO Of Vermont
|
SELL
|
- |
-114Closed |
$4.25K - $4.87K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Ellevest, Inc.
|
SELL
|
- |
-5Closed |
$187 - $213
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-220KClosed |
$6.84M - $9.83M
|
0
$0
|
|
|
Jan 19, 2021
Q1 2020
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
215+ 25.0% |
$6.68K - $9.6K
|
1.08K
$34.2K
|
|
|
Jun 02, 2020
Q1 2020
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-21.2KClosed |
$659K - $947K
|
0
$0
|
|
|
May 19, 2020
Q1 2020
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
450New |
$14K - $20.1K
|
450
$14.3K
|
|
|
May 15, 2020
Q1 2020
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.5KClosed |
$46.6K - $67K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-5.83KClosed |
$181K - $261K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5KClosed |
$155K - $223K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-247KClosed |
$7.67M - $11M
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Asset Dedication, LLC
|
SELL
|
- |
-12Closed |
$373 - $536
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Kovack Advisors, Inc.
|
SELL
|
- |
-4.85KClosed |
$151K - $216K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.09KClosed |
$64.8K - $93.1K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Evanson Asset Management, LLC
|
SELL
|
- |
-18.6KClosed |
$579K - $832K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-7.4KClosed |
$230K - $331K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
5.26KNew |
$163K - $235K
|
5.26K
$167K
|
|
|
Apr 14, 2020
Q1 2020
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-444Closed |
$13.8K - $19.8K
|
0
$0
|
|