Purchases and Sales Made in Q1 2024 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 2024. 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 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
108K+ 709.93% |
$3.62M - $3.8M
|
123K
$4.09M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
61K+ 17.03% |
$2.05M - $2.15M
|
419K
$13.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
59.2K+ 26.16% |
$1.99M - $2.09M
|
286K
$9.51M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
40.8K+ 57.12% |
$1.37M - $1.44M
|
112K
$3.73M
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
35.3KNew |
$1.18M - $1.24M
|
35.3K
$1.17M
|
|
|
May 29, 2024
Q1 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
28.7KNew |
$963K - $1.01M
|
28.7K
$956K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
28K+ 90.92% |
$937K - $986K
|
58.7K
$1.95M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27KNew |
$906K - $953K
|
27K
$899K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
26.7KNew |
$894K - $941K
|
26.7K
$887K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
24.3KNew |
$815K - $858K
|
24.3K
$809K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20K+ 3.29% |
$669K - $704K
|
626K
$20.8M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.9K+ 4.13% |
$666K - $700K
|
501K
$16.7M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.9K+ 4.13% |
$666K - $700K
|
501K
$16.7M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
16.7KNew |
$561K - $590K
|
16.7K
$556K
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
16.6KNew |
$558K - $587K
|
16.6K
$554K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16K+ 61.35% |
$537K - $565K
|
42.1K
$1.4M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.3K+ 26.34% |
$445K - $468K
|
63.6K
$2.12M
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
13.1KNew |
$438K - $461K
|
13.1K
$435K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
12.5KNew |
$418K - $439K
|
12.5K
$414K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
12.3K+ 10.17% |
$411K - $433K
|
133K
$4.42M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.3K+ 32.11% |
$344K - $362K
|
42.2K
$1.41M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9.25KNew |
$310K - $326K
|
9.25K
$308K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.88KNew |
$298K - $313K
|
8.88K
$296K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
8.12K+ 142.64% |
$272K - $286K
|
13.8K
$459K
|
|
|
May 10, 2024
Q1 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
7.93KNew |
$266K - $280K
|
7.93K
$264K
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
6.79KNew |
$228K - $239K
|
6.79K
$226K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.38K+ 10.19% |
$214K - $225K
|
69K
$2.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
6.37KNew |
$214K - $225K
|
6.37K
$212K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.91K+ 13.57% |
$198K - $208K
|
49.4K
$1.64M
|
|
|
Apr 10, 2024
Q1 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
5.84K+ 4.93% |
$196K - $206K
|
124K
$4.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
4.25K+ 7.46% |
$142K - $150K
|
61.2K
$2.03M
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
3.82K+ 2.92% |
$128K - $135K
|
135K
$4.48M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
3.75K+ 1.5% |
$126K - $132K
|
254K
$8.46M
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2.94K+ 7.15% |
$98.4K - $104K
|
44K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.77K+ 9.56% |
$92.9K - $97.7K
|
31.8K
$1.06M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.66K+ 19.66% |
$89K - $93.7K
|
16.2K
$538K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
2.63K+ 11.43% |
$88.2K - $92.8K
|
25.7K
$854K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.6K+ 0.74% |
$87K - $91.5K
|
355K
$11.8M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.31K+ 9.11% |
$77.5K - $81.5K
|
27.7K
$921K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
2KNew |
$67K - $70.5K
|
2K
$66.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
BUY
|
- |
1.58K+ 16.77% |
$53.1K - $55.8K
|
11K
$367K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.07K+ 2.76% |
$35.9K - $37.7K
|
39.8K
$1.32M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.06KNew |
$35.6K - $37.4K
|
1.06K
$35.3K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
771+ 0.55% |
$25.8K - $27.2K
|
140K
$4.67M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
730+ 3.79% |
$24.5K - $25.7K
|
20K
$666K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
600New |
$20.1K - $21.2K
|
600
$20K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
593+ 2.03% |
$19.9K - $20.9K
|
29.8K
$990K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
420New |
$14.1K - $14.8K
|
420
$14K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
404+ 2.11% |
$13.5K - $14.2K
|
19.6K
$652K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
343New |
$11.5K - $12.1K
|
343
$11.4K
|