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 |
---|---|---|---|---|---|---|---|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-1.51K- 3.98% |
$50.7K - $53.3K
|
36.5K
$1.21M
|
|
Apr 17, 2024
Q1 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-1.74K- 0.67% |
$58.4K - $61.4K
|
260K
$8.65M
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-1.96K- 1.64% |
$65.8K - $69.2K
|
117K
$3.9M
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-2.01K- 4.03% |
$67.2K - $70.8K
|
47.8K
$1.59M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.59K- 1.88% |
$86.6K - $91.2K
|
135K
$4.49M
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-3.11K- 3.14% |
$104K - $110K
|
95.9K
$3.19M
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-4.04K- 37.26% |
$136K - $143K
|
6.81K
$227K
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-4.6K- 20.48% |
$154K - $162K
|
17.9K
$594K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-5.84K- 3.38% |
$196K - $206K
|
167K
$5.56M
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-6.48KClosed |
$217K - $229K
|
0
$0
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.69K- 11.89% |
$224K - $236K
|
49.6K
$1.65M
|
|
Apr 26, 2024
Q1 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-6.98K- 8.14% |
$234K - $246K
|
78.8K
$2.62M
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-7.96K- 48.76% |
$267K - $281K
|
8.36K
$278K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.79K- 19.42% |
$328K - $345K
|
40.6K
$1.35M
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-13.2K- 8.27% |
$441K - $464K
|
146K
$4.86M
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15K- 2.91% |
$503K - $529K
|
501K
$16.7M
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-15.8K- 6.24% |
$530K - $558K
|
237K
$7.9M
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-27.2K- 54.85% |
$911K - $959K
|
22.4K
$744K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-36.5K- 81.45% |
$1.22M - $1.29M
|
8.31K
$276K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-47.4K- 9.94% |
$1.59M - $1.67M
|
429K
$14.3M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-54.3K- 21.15% |
$1.82M - $1.91M
|
202K
$6.73M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-148K- 18.48% |
$4.96M - $5.22M
|
653K
$21.7M
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-149K- 68.18% |
$4.99M - $5.26M
|
69.6K
$2.31M
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-191K- 99.26% |
$6.41M - $6.74M
|
1.43K
$47.5K
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-201K- 31.89% |
$6.74M - $7.09M
|
429K
$14.3M
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-355K- 52.41% |
$11.9M - $12.5M
|
322K
$10.7M
|