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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-62.1K- 22.73% |
$1.93M - $2M
|
211K
$7.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
9.58K+ 64.92% |
$297K - $309K
|
24.3K
$814K
|
|
|
Jul 17, 2025
Q2 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
129+ 1.71% |
$4.01K - $4.16K
|
7.66K
$256K
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
25+ 0.21% |
$777 - $806
|
11.7K
$390K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
38KNew |
$1.18M - $1.22M
|
38K
$1.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-1.75K- 5.41% |
$54.5K - $56.6K
|
30.7K
$1.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.8K+ 9.34% |
$55.8K - $58K
|
21K
$704K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
7+ 1.44% |
$217 - $226
|
492
$16.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.97K- 1.21% |
$61.2K - $63.5K
|
161K
$5.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
131+ 1.35% |
$4.07K - $4.22K
|
9.83K
$329K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-81.1K- 30.24% |
$2.52M - $2.62M
|
187K
$6.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
9.46K+ 6.55% |
$294K - $305K
|
154K
$5.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-93.7K- 47.3% |
$2.91M - $3.02M
|
104K
$3.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-674- 0.6% |
$20.9K - $21.7K
|
112K
$3.74M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.89K- 8.57% |
$58.6K - $60.8K
|
20.1K
$673K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.01K+ 4.6% |
$31.3K - $32.5K
|
22.9K
$766K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.29K- 0.28% |
$39.9K - $41.4K
|
464K
$15.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-680- 13.28% |
$21.1K - $21.9K
|
4.44K
$149K
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
276+ 1.2% |
$8.58K - $8.9K
|
23.3K
$779K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
656+ 4.27% |
$20.4K - $21.2K
|
16K
$536K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
199+ 1.72% |
$6.18K - $6.42K
|
11.8K
$394K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.7K- 4.64% |
$115K - $119K
|
76K
$2.54M
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-975- 2.95% |
$30.3K - $31.4K
|
32.1K
$1.07M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
99+ 1.36% |
$3.08K - $3.19K
|
7.37K
$247K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
1.2MNew |
$37.4M - $38.8M
|
1.2M
$40.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
874+ 40.75% |
$27.2K - $28.2K
|
3.02K
$101K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-866- 0.92% |
$26.9K - $27.9K
|
93.6K
$3.13M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.43K+ 14.69% |
$44.5K - $46.2K
|
11.2K
$374K
|
|
| Q1 2025 | |||||||
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
5.05K+ 4.48% |
$163K - $172K
|
118K
$3.94M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.63K+ 25.18% |
$85K - $89.3K
|
13.1K
$437K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
6.21KNew |
$201K - $211K
|
6.21K
$208K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.53K- 3.91% |
$81.8K - $85.9K
|
62.1K
$2.08M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-774- 35.37% |
$25.1K - $26.3K
|
1.41K
$47.3K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-26.1K- 99.25% |
$846K - $889K
|
198
$6.63K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.76K- 26.1% |
$89.5K - $94K
|
7.82K
$262K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
83New |
$2.69K - $2.82K
|
83
$2.78K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
100New |
$3.24K - $3.4K
|
100
$3.35K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
354New |
$11.5K - $12K
|
354
$11.8K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1.27K+ 2.72% |
$41.1K - $43.2K
|
47.9K
$1.6M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10.4K- 16.19% |
$336K - $352K
|
53.6K
$1.79M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.97KNew |
$63.7K - $66.9K
|
1.97K
$65.8K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
147+ 43.49% |
$4.76K - $5K
|
485
$16.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
208+ 21.89% |
$6.74K - $7.07K
|
1.16K
$38.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
1.78K+ 0.91% |
$57.8K - $60.7K
|
199K
$6.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
6.41KNew |
$208K - $218K
|
6.41K
$214K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-302K- 97.83% |
$9.79M - $10.3M
|
6.69K
$224K
|
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
199+ 0.54% |
$6.45K - $6.77K
|
37.4K
$1.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-1.17K- 99.32% |
$38K - $39.9K
|
8
$268
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-228K- 99.79% |
$7.38M - $7.75M
|
485
$16.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
500New |
$16.2K - $17K
|
500
$16.7K
|
|