Purchases and Sales Made in Q1 2025 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 2025. 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, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
244K+ 21.8% |
$7.92M - $8.31M
|
1.37M
$43.2M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
183K+ 22.8% |
$5.93M - $6.23M
|
987K
$31.2M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
106K+ 12.38% |
$3.42M - $3.59M
|
958K
$30.3M
|
|
|
May 06, 2025
Q1 2025
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
94.9K+ 52.58% |
$3.07M - $3.23M
|
275K
$8.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
68.2K+ 33.27% |
$2.21M - $2.32M
|
273K
$8.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
66.6K+ 13.31% |
$2.16M - $2.26M
|
567K
$17.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
58KNew |
$1.88M - $1.97M
|
58K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
54.6K+ 9.52% |
$1.77M - $1.86M
|
628K
$19.9M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
50.7K+ 21.72% |
$1.64M - $1.73M
|
284K
$8.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
48.3K+ 11.59% |
$1.57M - $1.64M
|
465K
$14.7M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
34.8K+ 14.89% |
$1.13M - $1.18M
|
268K
$8.48M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
27.7K+ 31.25% |
$899K - $944K
|
117K
$3.68M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
24.1K+ 274.94% |
$779K - $818K
|
32.8K
$1.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
20.9K+ 16.95% |
$678K - $712K
|
144K
$4.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
20.6K+ 12.49% |
$666K - $699K
|
185K
$5.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
15.4KNew |
$497K - $522K
|
15.4K
$485K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
14.4K+ 30.56% |
$466K - $489K
|
61.5K
$1.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
9.69KNew |
$314K - $330K
|
9.69K
$307K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.02K+ 13.14% |
$292K - $307K
|
77.7K
$2.46M
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
8.53K+ 6.49% |
$276K - $290K
|
140K
$4.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
8.46K+ 15.85% |
$274K - $288K
|
61.8K
$1.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
7.53KNew |
$244K - $256K
|
7.53K
$238K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.5K+ 28.39% |
$243K - $255K
|
33.9K
$1.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
6.67K+ 40.81% |
$216K - $227K
|
23K
$727K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
6.41KNew |
$208K - $218K
|
6.41K
$203K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
6.37KNew |
$206K - $217K
|
6.37K
$201K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
6.35K+ 4.05% |
$206K - $216K
|
163K
$5.15M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
6.21KNew |
$201K - $211K
|
6.21K
$196K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.34K+ 32.24% |
$173K - $182K
|
21.9K
$692K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.12KNew |
$166K - $174K
|
5.12K
$162K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.91K+ 6.94% |
$159K - $167K
|
75.7K
$2.39M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
4.48K+ 1.65% |
$145K - $152K
|
277K
$8.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
4.43K+ 33.42% |
$144K - $151K
|
17.7K
$560K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
2.95K+ 1.01% |
$95.5K - $100K
|
294K
$9.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.77K+ 39.67% |
$89.7K - $94.2K
|
9.75K
$308K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.68KNew |
$86.8K - $91.2K
|
2.68K
$84.8K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.63K+ 25.18% |
$85K - $89.3K
|
13.1K
$413K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
2.18K+ 13.93% |
$70.7K - $74.2K
|
17.8K
$564K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.14K+ 214400.0% |
$69.4K - $72.9K
|
2.15K
$67.8K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.97KNew |
$63.7K - $66.9K
|
1.97K
$62.2K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.79K+ 2.06% |
$58K - $60.9K
|
88.7K
$2.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
1.78K+ 0.91% |
$57.8K - $60.7K
|
199K
$6.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
1.3K+ 4.76% |
$42K - $44.1K
|
28.5K
$902K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1.27K+ 2.72% |
$41.1K - $43.2K
|
47.9K
$1.51M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.18K+ 7.17% |
$38.2K - $40.1K
|
17.6K
$557K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
954+ 10.83% |
$30.9K - $32.4K
|
9.76K
$309K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
934+ 4.76% |
$30.3K - $31.8K
|
20.6K
$650K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
737+ 66.82% |
$23.9K - $25.1K
|
1.84K
$58.2K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
732+ 10.28% |
$23.7K - $24.9K
|
7.85K
$248K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
601+ 2.91% |
$19.5K - $20.4K
|
21.2K
$671K
|