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 05, 2024
Q4 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-2.63K- 13.33% |
$79.2K - $89K
|
17.1K
$568K
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-865- 2.97% |
$26.1K - $29.3K
|
28.2K
$939K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
495New |
$14.9K - $16.8K
|
495
$16.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
304+ 15.03% |
$9.17K - $10.3K
|
2.33K
$77.4K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7.6KNew |
$229K - $258K
|
7.6K
$253K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
90.2KNew |
$2.72M - $3.06M
|
90.2K
$3M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-600- 34.78% |
$18.1K - $20.3K
|
1.13K
$37.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-390- 5.9% |
$11.8K - $13.2K
|
6.23K
$207K
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-2.64K- 14.08% |
$79.5K - $89.3K
|
16.1K
$535K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-813- 26.23% |
$24.5K - $27.6K
|
2.29K
$76.1K
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-46.9K- 85.89% |
$1.42M - $1.59M
|
7.71K
$257K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-343- 52.53% |
$10.3K - $11.6K
|
310
$10.3K
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
25New |
$807 - $844
|
25
$832
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
267+ 0.65% |
$8.62K - $9.02K
|
41.3K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.65K- 15.06% |
$279K - $292K
|
48.8K
$1.62M
|
|
|
Nov 09, 2023
Q3 2023
|
Sws Partners
|
BUY
|
- |
164+ 0.49% |
$5.3K - $5.54K
|
33.6K
$1.12M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-2K- 90.33% |
$64.6K - $67.5K
|
214
$7.12K
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.38K- 15.98% |
$44.4K - $46.5K
|
7.24K
$241K
|
|
|
Nov 02, 2023
Q3 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
1.28K+ 0.6% |
$41.3K - $43.2K
|
216K
$7.18M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-10.1K- 96.51% |
$328K - $342K
|
367
$12.2K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
862New |
$27.8K - $29.1K
|
862
$28.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-101- 1.47% |
$3.26K - $3.41K
|
6.77K
$225K
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-235- 6.23% |
$7.59K - $7.94K
|
3.54K
$118K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-134- 1.21% |
$4.33K - $4.53K
|
11K
$364K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-75- 6.82% |
$2.42K - $2.53K
|
1.03K
$34.1K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
185New |
$5.98K - $6.25K
|
185
$6.15K
|
|
| Q2 2023 | |||||||
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.35KClosed |
$43K - $46.8K
|
0
$0
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-62- 80.52% |
$1.98K - $2.15K
|
15
$499
|
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
SELL
|
- |
-51.9KClosed |
$1.65M - $1.8M
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3KNew |
$95.6K - $104K
|
3K
$99.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3KNew |
$95.6K - $104K
|
3K
$99.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
3.12KNew |
$99.4K - $108K
|
3.12K
$104K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
279+ 3.62% |
$8.89K - $9.66K
|
8K
$266K
|
|
|
Aug 09, 2023
Q2 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-300- 4.44% |
$9.56K - $10.4K
|
6.45K
$215K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
PUT |
5.26KNew |
$168K - $182K
|
5.26K
$175K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-12.4K- 45.76% |
$395K - $429K
|
14.7K
$489K
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
76+ 0.82% |
$2.42K - $2.63K
|
9.33K
$311K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-486- 5.08% |
$15.5K - $16.8K
|
9.08K
$302K
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-815- 37.64% |
$26K - $28.2K
|
1.35K
$44.9K
|
|
|
Aug 03, 2023
Q2 2023
|
State Of Wisconsin Board Of Commissioners Of Public Lands
Madison, WI |
BUY
|
- |
2.1K+ 0.25% |
$66.9K - $72.7K
|
840K
$27.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-3.27K- 55.28% |
$104K - $113K
|
2.64K
$88K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
81.2KNew |
$2.59M - $2.81M
|
81.2K
$2.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-2.34K- 24.9% |
$74.5K - $80.9K
|
7.05K
$234K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
400New |
$12.8K - $13.9K
|
400
$13.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-578- 6.31% |
$18.4K - $20K
|
8.58K
$285K
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.7K- 4.74% |
$118K - $128K
|
74.2K
$2.47M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
138New |
$4.4K - $4.78K
|
138
$4.59K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-100- 3.0% |
$3.19K - $3.46K
|
3.23K
$107K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.31K- 22.98% |
$41.8K - $45.4K
|
4.39K
$146K
|
|
| Q1 2023 | |||||||
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
2.26KNew |
$73K - $83.6K
|
2.26K
$75.1K
|
|