Purchases and Sales Made in Q1 2022 in Spdr Ser Tr Spdr Ice Pfd Sec E (PSK)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr Ice Pfd Sec E (PSK) during Q1 2022. The information is specifically focused on institutions that hold shares of SPDR SER TR SPDR ICE PFD SEC E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.53KNew |
$57.4K - $65.1K
|
1.53K
$50.7K
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.51K+ 14.63% |
$56.9K - $64.6K
|
11.8K
$394K
|
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.35KNew |
$50.7K - $57.5K
|
1.35K
$44.8K
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.33K+ 3.02% |
$50.1K - $56.8K
|
45.5K
$1.51M
|
|
|
May 16, 2022
Q1 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
1.09K+ 2.72% |
$40.9K - $46.3K
|
41K
$1.36M
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1.05K+ 524.5% |
$39.5K - $44.8K
|
1.25K
$41.6K
|
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
990+ 3.19% |
$37.3K - $42.3K
|
32K
$1.06M
|
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
BUY
|
- |
985+ 20.79% |
$37.1K - $42.1K
|
5.72K
$190K
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
924+ 1.86% |
$34.8K - $39.5K
|
50.6K
$1.68M
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
827+ 7.46% |
$31.1K - $35.3K
|
11.9K
$396K
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
800New |
$30.1K - $34.2K
|
800
$26.6K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
799+ 12.78% |
$30.1K - $34.1K
|
7.05K
$235K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
765New |
$28.8K - $32.7K
|
765
$25.5K
|
|
|
May 02, 2022
Q1 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
700+ 5.24% |
$26.4K - $29.9K
|
14.1K
$467K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
696+ 0.77% |
$26.2K - $29.7K
|
91.4K
$3.04M
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
530New |
$20K - $22.6K
|
530
$17.6K
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
516New |
$19.4K - $22K
|
516
$17.2K
|
|
|
May 13, 2022
Q1 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
457+ 1.73% |
$17.2K - $19.5K
|
26.9K
$896K
|
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
450+ 6.23% |
$16.9K - $19.2K
|
7.67K
$255K
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
361+ 0.22% |
$13.6K - $15.4K
|
164K
$5.44M
|
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
353+ 2.66% |
$13.3K - $15.1K
|
13.6K
$454K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
340New |
$12.8K - $14.5K
|
340
$11.3K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
321+ 48.27% |
$12.1K - $13.7K
|
986
$32.8K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
312+ 88.39% |
$11.7K - $13.3K
|
665
$22.1K
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
270+ 2.03% |
$10.2K - $11.5K
|
13.6K
$452K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
200+ 9.52% |
$7.53K - $8.54K
|
2.3K
$76.5K
|
|
|
Apr 13, 2022
Q1 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
189+ 2.5% |
$7.12K - $8.07K
|
7.75K
$258K
|
|
|
Nov 30, 2023
Q1 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
174+ 69.05% |
$6.55K - $7.43K
|
426
$14.2K
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
160New |
$6.03K - $6.83K
|
160
$5.32K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
150New |
$5.65K - $6.41K
|
150
$4.99K
|
|
|
Apr 29, 2022
Q1 2022
|
Nbt Bank N A
|
BUY
|
- |
145+ 2.17% |
$5.46K - $6.19K
|
6.82K
$227K
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
115+ 0.92% |
$4.33K - $4.91K
|
12.7K
$421K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
70New |
$2.64K - $2.99K
|
70
$2.33K
|
|
|
May 02, 2022
Q1 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
40+ 0.45% |
$1.51K - $1.71K
|
8.98K
$299K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
34New |
$1.28K - $1.45K
|
34
$1.13K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
8+ 0.73% |
$301 - $342
|
1.11K
$36.8K
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
8+ 0.96% |
$301 - $342
|
839
$27.9K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
6+ 0.09% |
$226 - $256
|
6.59K
$219K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
6+ 1.06% |
$226 - $256
|
573
$19.1K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
3+ 0.55% |
$113 - $128
|
545
$18.1K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
3+ 1.12% |
$113 - $128
|
270
$8.98K
|
|
|
Apr 26, 2022
Q1 2022
|
Diligent Investors, LLC
|
BUY
|
- |
2+ 0.01% |
$75.3 - $85.4
|
25.5K
$848K
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
1New |
$37.7 - $42.7
|
1
$33.3
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1Closed |
$37.7 - $42.7
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-1- 0.03% |
$37.7 - $42.7
|
3.42K
$114K
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4- 9.3% |
$151 - $171
|
39
$1.3K
|
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-16- 0.28% |
$603 - $683
|
5.75K
$191K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-33- 1.84% |
$1.24K - $1.41K
|
1.76K
$58.6K
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-50Closed |
$1.88K - $2.14K
|
0
$0
|