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 |
---|---|---|---|---|---|---|---|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
8.25KNew |
$267K - $306K
|
8.25K
$275K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
208+ 2971.43% |
$6.72K - $7.7K
|
215
$7.15K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.3KNew |
$74.3K - $85.1K
|
2.3K
$76.5K
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-730- 81.11% |
$23.6K - $27K
|
170
$5.66K
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-897- 56.06% |
$29K - $33.2K
|
703
$23.4K
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
15KNew |
$485K - $556K
|
15K
$499K
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
39.6K+ 4.22% |
$1.28M - $1.47M
|
978K
$32.5M
|
|
May 15, 2023
Q1 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.05KNew |
$34K - $39K
|
1.05K
$35K
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
444+ 48.21% |
$14.4K - $16.4K
|
1.37K
$45.4K
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
BUY
|
- |
1.69KNew |
$54.6K - $62.6K
|
1.69K
$56.2K
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
300New |
$9.7K - $11.1K
|
300
$9.98K
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
12.8K+ 642.61% |
$415K - $475K
|
14.8K
$493K
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-37.5K- 86.35% |
$1.21M - $1.39M
|
5.93K
$197K
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
6.11KNew |
$198K - $226K
|
6.11K
$203K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.7% |
$64.7 - $74.1
|
286
$9.52K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.03K+ 37.52% |
$98K - $112K
|
11.1K
$370K
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-283- 3.63% |
$9.15K - $10.5K
|
7.5K
$250K
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
6.31KNew |
$204K - $234K
|
6.31K
$210K
|
|
Q4 2022 | |||||||
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-157- 96.32% |
$5.03K - $5.51K
|
6
$200
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
304New |
$9.74K - $10.7K
|
304
$10.1K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
21.9KNew |
$702K - $769K
|
21.9K
$729K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
456New |
$14.6K - $16K
|
456
$15.2K
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-711- 2.98% |
$22.8K - $25K
|
23.2K
$770K
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.6KNew |
$51.3K - $56.2K
|
1.6K
$53.3K
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
30.2KNew |
$967K - $1.06M
|
30.2K
$1M
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
56New |
$1.79K - $1.97K
|
56
$1.86K
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-711- 0.39% |
$22.8K - $25K
|
183K
$6.1M
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-418- 5.69% |
$13.4K - $14.7K
|
6.93K
$230K
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
8.38KNew |
$268K - $294K
|
8.38K
$279K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
234+ 688.24% |
$7.5K - $8.22K
|
268
$8.92K
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-184- 42.3% |
$5.9K - $6.46K
|
251
$8.35K
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2K+ 13.47% |
$64.1K - $70.2K
|
16.9K
$561K
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
652+ 5.38% |
$20.9K - $22.9K
|
12.8K
$425K
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-26.4K- 40.78% |
$846K - $927K
|
38.3K
$1.28M
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-12.4K- 55.93% |
$396K - $435K
|
9.75K
$324K
|
|
Jan 20, 2023
Q4 2022
|
Golden Green, Inc.
|
BUY
|
- |
502+ 1.66% |
$16.1K - $17.6K
|
30.7K
$1.02M
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
153KNew |
$4.91M - $5.38M
|
153K
$5.1M
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
8+ 0.68% |
$256 - $281
|
1.18K
$39.3K
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
875New |
$28K - $30.7K
|
875
$29.1K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.4KNew |
$44.9K - $49.2K
|
1.4K
$46.6K
|
|
Jan 10, 2023
Q4 2022
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
7.01KNew |
$225K - $246K
|
7.01K
$233K
|
|
Jan 03, 2023
Q4 2022
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-8.14K- 15.04% |
$261K - $286K
|
45.9K
$1.53M
|
|
Q3 2022 | |||||||
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-492Closed |
$16.8K - $19K
|
0
$0
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
121New |
$4.14K - $4.67K
|
121
$4.03K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
900New |
$30.8K - $34.7K
|
900
$29.9K
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
805New |
$27.5K - $31.1K
|
805
$26.8K
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
13+ 1.53% |
$445 - $502
|
864
$28.7K
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
191+ 1.49% |
$6.53K - $7.37K
|
13K
$434K
|
|
Nov 07, 2022
Q3 2022
|
Essex LLC
|
SELL
|
- |
-175- 2.72% |
$5.99K - $6.75K
|
6.26K
$208K
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.5KClosed |
$120K - $135K
|
0
$0
|