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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-14.8KClosed |
$638K - $654K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-400Closed |
$17.2K - $17.7K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10KNew |
$431K - $442K
|
10K
$333K
|
|
|
Oct 28, 2021
Q3 2021
|
Marshall Financial Group LLC
|
SELL
|
- |
-14.8KClosed |
$639K - $655K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 19, 2021
Q2 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-196Closed |
$8.4K - $8.67K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-858Closed |
$36.8K - $37.9K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.15KNew |
$49.4K - $51K
|
1.15K
$38.4K
|
|
|
Aug 10, 2021
Q2 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-10.2KClosed |
$439K - $453K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Hudock, Inc.
|
SELL
|
- |
-363Closed |
$15.6K - $16.1K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-510Closed |
$21.9K - $22.6K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Smart Money Group LLC
|
SELL
|
- |
-19.5KClosed |
$838K - $864K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Mechanics Bank Trust Department
|
SELL
|
- |
-130KClosed |
$5.59M - $5.77M
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-421Closed |
$18K - $18.6K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Regions Financial Corp
|
SELL
|
- |
-30.4KClosed |
$1.3M - $1.34M
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-5.25KClosed |
$225K - $232K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-6.24KClosed |
$268K - $276K
|
0
$0
|
|
|
Jul 15, 2021
Q2 2021
|
City Holding CO
|
BUY
|
- |
250New |
$10.7K - $11.1K
|
250
$8.32K
|
|
|
Jul 13, 2021
Q2 2021
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-5.02KClosed |
$215K - $222K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Aug 10, 2023
Q1 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
27New |
$1.14K - $1.19K
|
27
$898
|
|
|
Nov 12, 2021
Q1 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-400Closed |
$16.9K - $17.6K
|
0
$0
|
|
|
Jun 15, 2021
Q1 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-145Closed |
$6.11K - $6.39K
|
0
$0
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-1.16KClosed |
$48.9K - $51.1K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-1.16KClosed |
$48.9K - $51.1K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-815Closed |
$34.4K - $35.9K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-2.28KClosed |
$96.1K - $101K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.53KClosed |
$191K - $200K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
81New |
$3.41K - $3.57K
|
81
$2.69K
|
|
|
May 14, 2021
Q1 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-10.3KClosed |
$432K - $452K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-2.09MClosed |
$88.2M - $92.3M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-6Closed |
$253 - $265
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-7KClosed |
$295K - $309K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-3.55KClosed |
$150K - $157K
|
0
$0
|
|
|
Apr 13, 2021
Q1 2021
|
Rfg Holdings, Inc.
|
SELL
|
- |
-7.77KClosed |
$328K - $343K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-12.6KClosed |
$541K - $558K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Cno Financial Group, Inc.
|
BUY
|
- |
700KNew |
$30.1M - $31.1M
|
700K
$23.3M
|
|
|
Feb 09, 2021
Q4 2020
|
Founders Financial Securities LLC
|
SELL
|
- |
-6.29KClosed |
$271K - $279K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-400Closed |
$17.2K - $17.8K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Horan Securities, Inc.
|
SELL
|
- |
-37Closed |
$1.59K - $1.64K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-14.5KClosed |
$624K - $643K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-12.1KClosed |
$519K - $535K
|
0
$0
|
|
|
Jan 21, 2021
Q4 2020
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.31KNew |
$56.2K - $58K
|
1.31K
$43.4K
|
|
|
Jan 14, 2021
Q4 2020
|
Charles Schwab Trust CO
|
SELL
|
- |
-6.37KClosed |
$274K - $283K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Archer Investment Corp
|
SELL
|
- |
-1.35KClosed |
$56K - $59.1K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-226Closed |
$9.41K - $9.92K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Concorde Asset Management, LLC
|
SELL
|
- |
-5.01KClosed |
$209K - $220K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Patriot Investment Management Inc.
|
SELL
|
- |
-283Closed |
$11.8K - $12.4K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
712+ 7.43% |
$26.6K - $30.4K
|
10.3K
$343K
|
|
|
Aug 14, 2020
Q2 2020
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-121KClosed |
$4.52M - $5.17M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-300Closed |
$11.2K - $12.8K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-12.2KClosed |
$454K - $519K
|
0
$0
|
|