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 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-26- 0.9% |
$841 - $963
|
2.87K
$95.4K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-26- 1.82% |
$841 - $963
|
1.4K
$46.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-29- 0.64% |
$938 - $1.07K
|
4.49K
$150K
|
|
|
Apr 28, 2023
Q1 2023
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-41- 0.43% |
$1.33K - $1.52K
|
9.43K
$314K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-47- 0.23% |
$1.52K - $1.74K
|
20.4K
$678K
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-100- 1.31% |
$3.23K - $3.7K
|
7.54K
$251K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-106- 18.5% |
$3.43K - $3.93K
|
467
$15.5K
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-110- 0.64% |
$3.56K - $4.07K
|
17.2K
$571K
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-173- 2.0% |
$5.59K - $6.41K
|
8.46K
$281K
|
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-192- 0.16% |
$6.21K - $7.11K
|
120K
$4.01M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-262- 26.73% |
$8.47K - $9.7K
|
718
$23.9K
|
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-272- 0.92% |
$8.79K - $10.1K
|
29.3K
$976K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-283- 3.63% |
$9.15K - $10.5K
|
7.5K
$250K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-344- 1.88% |
$11.1K - $12.7K
|
18K
$598K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-530Closed |
$17.1K - $19.6K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-541- 1.76% |
$17.5K - $20K
|
30.1K
$1M
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-577- 1.67% |
$18.7K - $21.4K
|
33.9K
$1.13M
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-653- 0.85% |
$21.1K - $24.2K
|
75.9K
$2.53M
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-730- 81.11% |
$23.6K - $27K
|
170
$5.66K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-815- 47.58% |
$26.3K - $30.2K
|
898
$29.9K
|
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-897- 56.06% |
$29K - $33.2K
|
703
$23.4K
|
|
|
Aug 17, 2023
Q1 2023
|
Peterson Wealth Management
|
SELL
|
- |
-902- 1.71% |
$29.2K - $33.4K
|
51.9K
$1.73M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-972- 10.4% |
$31.4K - $36K
|
8.38K
$279K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-976- 74.96% |
$31.6K - $36.2K
|
326
$10.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.18K- 9.76% |
$38K - $43.5K
|
10.9K
$361K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.33K- 3.7% |
$42.9K - $49.2K
|
34.6K
$1.15M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.4K- 2.48% |
$45.1K - $51.7K
|
54.9K
$1.83M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.58K- 14.14% |
$50.9K - $58.3K
|
9.57K
$318K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-1.97K- 14.49% |
$63.7K - $73K
|
11.6K
$387K
|
|
|
Aug 21, 2023
Q1 2023
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-1.98K- 17.35% |
$64K - $73.3K
|
9.43K
$314K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-2.03K- 17.78% |
$65.6K - $75.2K
|
9.38K
$312K
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-2.07K- 13.66% |
$66.9K - $76.6K
|
13.1K
$435K
|
|
|
Apr 21, 2023
Q1 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-2.56K- 18.19% |
$82.8K - $94.8K
|
11.5K
$383K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.78K- 6.26% |
$89.8K - $103K
|
41.6K
$1.38M
|
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-2.92K- 25.54% |
$94.4K - $108K
|
8.52K
$283K
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-3.34K- 17.45% |
$108K - $124K
|
15.8K
$526K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-3.7K- 13.03% |
$120K - $137K
|
24.7K
$822K
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-4.3K- 53.26% |
$139K - $159K
|
3.77K
$126K
|
|
|
May 09, 2023
Q1 2023
|
Sws Partners
|
SELL
|
- |
-5.42K- 14.36% |
$175K - $201K
|
32.3K
$1.08M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.09K- 15.32% |
$197K - $226K
|
33.6K
$1.12M
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-6.22K- 38.33% |
$201K - $230K
|
10K
$333K
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-7.73K- 19.41% |
$250K - $286K
|
32.1K
$1.07M
|
|
|
May 04, 2023
Q1 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-8.3K- 29.64% |
$268K - $307K
|
19.7K
$655K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-8.58K- 5.68% |
$277K - $318K
|
142K
$4.74M
|
|
|
Apr 12, 2023
Q1 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-9.15K- 17.32% |
$296K - $339K
|
43.7K
$1.45M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-11.6K- 13.77% |
$375K - $430K
|
72.7K
$2.42M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-12.4K- 19.61% |
$401K - $460K
|
50.9K
$1.69M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-18.7K- 21.33% |
$604K - $692K
|
68.9K
$2.29M
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-26.9K- 70.63% |
$870K - $997K
|
11.2K
$372K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-30.2K- 43.73% |
$976K - $1.12M
|
38.9K
$1.29M
|