Purchases and Sales Made in Q1 2023 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 2023. 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 11, 2023
Q1 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.79K+ 1.93% |
$57.8K - $66.2K
|
94.4K
$3.14M
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.69KNew |
$54.7K - $62.7K
|
1.69K
$56.3K
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
BUY
|
- |
1.69KNew |
$54.6K - $62.6K
|
1.69K
$56.2K
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.44K+ 14.07% |
$46.5K - $53.2K
|
11.6K
$387K
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.35KNew |
$43.6K - $50K
|
1.35K
$44.9K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.35K+ 2.73% |
$43.6K - $50K
|
50.8K
$1.69M
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.35K+ 4.38% |
$43.5K - $49.8K
|
32K
$1.07M
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.29K+ 8.85% |
$41.5K - $47.6K
|
15.8K
$526K
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.23K+ 1.72% |
$39.8K - $45.6K
|
72.7K
$2.42M
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
1.06KNew |
$34.3K - $39.3K
|
1.06K
$35.3K
|
|
May 15, 2023
Q1 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.05KNew |
$34K - $39K
|
1.05K
$35K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.03K+ 8.3% |
$33.2K - $38.1K
|
13.4K
$446K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1K+ 680.27% |
$32.3K - $37K
|
1.15K
$38.2K
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1K+ 125.0% |
$32.3K - $37K
|
1.8K
$59.9K
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
996+ 2.07% |
$32.2K - $36.9K
|
49.1K
$1.63M
|
|
May 15, 2023
Q1 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
879+ 3.69% |
$28.4K - $32.6K
|
24.7K
$821K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
687+ 1.07% |
$22.2K - $25.4K
|
65K
$2.16M
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
641New |
$20.7K - $23.7K
|
641
$21.3K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
610+ 9.43% |
$19.7K - $22.6K
|
7.08K
$236K
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
470New |
$15.2K - $17.4K
|
470
$15.6K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
466+ 5.99% |
$15.1K - $17.3K
|
8.25K
$274K
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
444+ 48.21% |
$14.4K - $16.4K
|
1.37K
$45.4K
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
300New |
$9.7K - $11.1K
|
300
$9.98K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
208+ 2971.43% |
$6.72K - $7.7K
|
215
$7.15K
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
166+ 1.85% |
$5.37K - $6.15K
|
9.16K
$305K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
149+ 1.74% |
$4.82K - $5.52K
|
8.72K
$290K
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
143+ 1.01% |
$4.62K - $5.3K
|
14.3K
$477K
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
130+ 2.09% |
$4.2K - $4.82K
|
6.36K
$212K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
110New |
$3.56K - $4.07K
|
110
$3.66K
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
98+ 0.93% |
$3.17K - $3.63K
|
10.6K
$354K
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
BUY
|
- |
94+ 0.91% |
$3.04K - $3.48K
|
10.5K
$348K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
92New |
$2.97K - $3.41K
|
92
$3.06K
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
80+ 0.78% |
$2.59K - $2.96K
|
10.4K
$344K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
77New |
$2.49K - $2.85K
|
77
$2.56K
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
76+ 25.25% |
$2.46K - $2.82K
|
377
$12.5K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
71New |
$2.3K - $2.63K
|
71
$2.36K
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
47+ 0.51% |
$1.52K - $1.74K
|
9.26K
$308K
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
46+ 66.67% |
$1.49K - $1.7K
|
115
$3.83K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
34New |
$1.1K - $1.26K
|
34
$1.13K
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
26+ 1.01% |
$841 - $963
|
2.59K
$86.1K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
23+ 0.4% |
$744 - $852
|
5.71K
$190K
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
13+ 0.09% |
$420 - $482
|
14.9K
$495K
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
BUY
|
- |
9+ 0.04% |
$291 - $333
|
25.3K
$843K
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
9+ 0.1% |
$291 - $333
|
8.89K
$296K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 0.47% |
$226 - $259
|
1.49K
$49.6K
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5+ 1.12% |
$162 - $185
|
453
$15.1K
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 0.34% |
$64.7 - $74.1
|
591
$19.7K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.7% |
$64.7 - $74.1
|
286
$9.52K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-18- 72.0% |
$582 - $667
|
7
$233
|