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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2020
Q4 2019
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-6.4KClosed |
$276K - $284K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Lake Point Wealth Management
|
SELL
|
- |
-34- 59.65% |
$1.47K - $1.51K
|
23
$731
|
|
|
Feb 10, 2020
Q4 2019
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-13.8KClosed |
$594K - $611K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-5.05KClosed |
$218K - $224K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.4KNew |
$320K - $329K
|
7.4K
$235K
|
|
|
Jan 16, 2020
Q4 2019
|
Old National Bancorp
|
SELL
|
- |
-73KClosed |
$3.15M - $3.24M
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-95.1KClosed |
$4.11M - $4.22M
|
0
$0
|
|
|
Jan 07, 2020
Q4 2019
|
M&R Capital Management Inc
|
SELL
|
- |
-1KClosed |
$43.2K - $44.4K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Mar 16, 2021
Q3 2019
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-1.03KClosed |
$44.7K - $45.5K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-15.1KClosed |
$657K - $668K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Aspire Private Capital, LLC
|
SELL
|
- |
-12.2KClosed |
$530K - $540K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Edge Capital Group, LLC
|
SELL
|
- |
-5.63KClosed |
$244K - $249K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.24KClosed |
$97K - $98.7K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-144Closed |
$6.25K - $6.36K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
2+ 1.53% |
$86.8 - $88.4
|
133
$4.23K
|
|
|
Oct 15, 2019
Q3 2019
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-7.55KClosed |
$328K - $333K
|
0
$0
|
|
|
Oct 04, 2019
Q3 2019
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-47.6KClosed |
$2.07M - $2.1M
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-12.1KClosed |
N/A
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
55.3KNew |
N/A
|
55.3K
$1.76M
|
|
|
Aug 07, 2019
Q2 2019
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-45Closed |
N/A
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.4KClosed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.49KClosed |
N/A
|
0
$0
|
|
|
Jul 09, 2019
Q2 2019
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-39Closed |
N/A
|
0
$0
|
|
|
Jul 09, 2019
Q2 2019
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-2KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 13, 2019
Q1 2019
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-6.72KClosed |
N/A
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-48Closed |
N/A
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-25Closed |
N/A
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-4.35KClosed |
N/A
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Washington Trust Bank
|
SELL
|
- |
-762Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Krilogy Financial LLC
|
SELL
|
- |
-73Closed |
N/A
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-220Closed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-21.3KClosed |
N/A
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-137Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Jan 16, 2019
Q3 2018
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-35Closed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Adviser Investments LLC
|
SELL
|
- |
-6.36KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-234Closed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-648Closed |
N/A
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-772Closed |
N/A
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.9KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
May 07, 2020
Q2 2018
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.12KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Holistic Financial Partners
|
SELL
|
- |
-300Closed |
N/A
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
460+ 39.66% |
N/A
|
1.62K
$51.5K
|
|
|
Aug 13, 2018
Q2 2018
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-309Closed |
N/A
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-4.7KClosed |
N/A
|
0
$0
|
|
|
Aug 08, 2018
Q2 2018
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-15.7KClosed |
N/A
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Highland Private Wealth Management
|
SELL
|
- |
-27.2KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.69KClosed |
N/A
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-148Closed |
N/A
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-9.6KClosed |
N/A
|
0
$0
|
|
|
May 09, 2018
Q1 2018
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-8.1KClosed |
N/A
|
0
$0
|
|