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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
31+ 0.41% |
$1K - $1.05K
|
7.67K
$244K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
208+ 21.89% |
$6.74K - $7.07K
|
1.16K
$36.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-93- 8.59% |
$3.01K - $3.16K
|
990
$31.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-7.02K- 4.3% |
$227K - $239K
|
156K
$4.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-960- 5.65% |
$31.1K - $32.6K
|
16K
$509K
|
|
|
Apr 29, 2025
Q1 2025
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
110+ 1.09% |
$3.56K - $3.74K
|
10.2K
$324K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
1.78K+ 0.91% |
$57.8K - $60.7K
|
199K
$6.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
66.6K+ 13.31% |
$2.16M - $2.26M
|
567K
$18M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.68KNew |
$86.8K - $91.2K
|
2.68K
$85.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
6.41KNew |
$208K - $218K
|
6.41K
$204K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
8.46K+ 15.85% |
$274K - $288K
|
61.8K
$1.96M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
4.43K+ 33.42% |
$144K - $151K
|
17.7K
$563K
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
8.53K+ 6.49% |
$276K - $290K
|
140K
$4.45M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-302K- 97.83% |
$9.79M - $10.3M
|
6.69K
$213K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.91K+ 6.94% |
$159K - $167K
|
75.7K
$2.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
1.3K+ 4.76% |
$42K - $44.1K
|
28.5K
$907K
|
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
199+ 0.54% |
$6.45K - $6.77K
|
37.4K
$1.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
2.95K+ 1.01% |
$95.5K - $100K
|
294K
$9.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.96K- 9.16% |
$95.7K - $101K
|
29.3K
$932K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.5K+ 28.39% |
$243K - $255K
|
33.9K
$1.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-1.17K- 99.32% |
$38K - $39.9K
|
8
$254
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-84.8K- 18.39% |
$2.75M - $2.89M
|
376K
$12M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-228K- 99.79% |
$7.38M - $7.75M
|
485
$15.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.43K- 8.32% |
$111K - $117K
|
37.7K
$1.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
5+ 0.02% |
$162 - $170
|
23.4K
$745K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
20.6K+ 12.49% |
$666K - $699K
|
185K
$5.88M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
500New |
$16.2K - $17K
|
500
$15.9K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
47.3K+ 135.13% |
$1.55M - $1.69M
|
82.3K
$2.62M
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
40+ 0.07% |
$1.31K - $1.43K
|
58K
$1.84M
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
10KNew |
$328K - $358K
|
10K
$318K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
6.7KNew |
$219K - $240K
|
6.7K
$213K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.15KNew |
$37.6K - $41.1K
|
1.15K
$36.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
29+ 2.18% |
$950 - $1.04K
|
1.36K
$43.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
9.01KNew |
$295K - $323K
|
9.01K
$286K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.19KNew |
$170K - $186K
|
5.19K
$165K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.85K+ 66.91% |
$224K - $245K
|
17.1K
$543K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
624New |
$20.4K - $22.3K
|
624
$19.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
87.6KNew |
$2.87M - $3.14M
|
87.6K
$2.78M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.76K+ 5.58% |
$90.2K - $98.7K
|
52.1K
$1.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.16K+ 8.42% |
$70.6K - $77.2K
|
27.8K
$882K
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
83+ 1.0% |
$2.72K - $2.97K
|
8.41K
$267K
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
3.74K+ 36.35% |
$122K - $134K
|
14K
$445K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-851- 98.04% |
$27.9K - $30.5K
|
17
$540
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.09KNew |
$35.6K - $38.9K
|
1.09K
$34.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
6.65KNew |
$218K - $238K
|
6.65K
$211K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.17K+ 13.44% |
$38.4K - $41.9K
|
9.88K
$314K
|
|
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
87.6KNew |
$2.87M - $3.14M
|
87.6K
$2.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-207- 1.9% |
$6.78K - $7.41K
|
10.7K
$339K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
880+ 112.68% |
$28.8K - $31.5K
|
1.66K
$52.8K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
10.2KNew |
$334K - $365K
|
10.2K
$324K
|
|