Purchases and Sales Made in Q2 2023 in Spdr Ser Tr Spdr Ice Pfd Sec E (PSK)

PSK Quotes by TradingView

This table provides information about the institutional ownership of Spdr Ser Tr Spdr Ice Pfd Sec E (PSK) during Q2 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
Jul 26, 2023 Q2 2023
West Wealth Group, LLC

BUY
 -
1.07K
+ 5.91%
$34.2K - $37.2K
19.2K $640K
Jul 11, 2023 Q2 2023
Flagship Harbor Advisors, LLC

BUY
 -
990
+ 9.8%
$31.6K - $34.3K
11.1K $369K
Aug 15, 2023 Q2 2023
Fairfield, Bush & Co.

Darien, CT
BUY
 -
466
New
$14.9K - $16.1K
466 $15.5K
Jul 13, 2023 Q2 2023
Falcon Wealth Planning

BUY
 -
462
+ 4.41%
$14.7K - $16K
10.9K $364K
Jul 25, 2023 Q2 2023
Umb Bank, N.A.

BUY
 -
400
New
$12.8K - $13.9K
400 $13.3K
Aug 09, 2023 Q2 2023
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
381
+ 0.27%
$12.1K - $13.2K
143K $4.75M
Aug 14, 2023 Q2 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
354
New
$11.3K - $12.3K
354 $11.8K
Aug 09, 2023 Q2 2023
M&T Bank Corp

BUY
 -
279
+ 3.62%
$8.89K - $9.66K
8K $266K
Jul 31, 2023 Q2 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
233
+ 1.62%
$7.43K - $8.07K
14.6K $485K
Nov 13, 2023 Q2 2023
Townsquare Capital LLC

BUY
 -
229
+ 0.76%
$7.3K - $7.93K
30.3K $1.01M
Jul 26, 2023 Q2 2023
Beam Wealth Advisors, Inc.

BUY
 -
159
+ 1.5%
$5.07K - $5.51K
10.8K $359K
Jul 21, 2023 Q2 2023
Austin Private Wealth, LLC

BUY
 -
152
+ 1.8%
$4.85K - $5.26K
8.61K $287K
Jul 19, 2023 Q2 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
138
New
$4.4K - $4.78K
138 $4.59K
Aug 07, 2023 Q2 2023
Xml Financial, LLC

BUY
 -
77
+ 0.31%
$2.45K - $2.67K
24.8K $824K
Aug 08, 2023 Q2 2023
Gsb Wealth Management, LLC

BUY
 -
76
+ 0.82%
$2.42K - $2.63K
9.33K $311K
Jan 24, 2024 Q2 2023
Financial Insights, Inc.

BUY
 -
16
+ 0.1%
$510 - $554
15.9K $528K
Jul 24, 2023 Q2 2023
Diligent Investors, LLC

BUY
 -
15
+ 0.06%
$478 - $519
25.4K $844K
Jul 11, 2023 Q2 2023
Gradient Investments LLC

BUY
 -
12
+ 0.27%
$383 - $416
4.51K $150K
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
10
+ 1.8%
$319 - $346
565 $18.8K
Nov 30, 2023 Q2 2023
Pfs Partners, LLC

Mine Hill, NJ
BUY
 -
7
+ 1.55%
$223 - $242
460 $15.3K
Jul 21, 2023 Q2 2023
Newbridge Financial Services Group, Inc.

BUY
 -
5
+ 0.85%
$159 - $173
596 $19.8K
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
5
+ 0.34%
$159 - $173
1.5K $49.8K
Aug 15, 2023 Q2 2023
Retirement Group, LLC

BUY
 -
2
+ 0.53%
$63.8 - $69.3
379 $12.6K
Aug 14, 2023 Q2 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
1
+ 0.01%
$31.9 - $34.6
14.9K $495K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 14, 2023 Q2 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
SELL
 -
-35
- 30.43%
$1.12K - $1.21K
80 $2.66K
Oct 12, 2023 Q2 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
SELL
 -
-62
- 80.52%
$1.98K - $2.15K
15 $499
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

SELL
 -
-63
- 8.77%
$2.01K - $2.18K
655 $21.8K
Aug 03, 2023 Q2 2023
Cwm, LLC

SELL
 -
-73
- 22.39%
$2.33K - $2.53K
253 $8.42K
Aug 14, 2023 Q2 2023
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-77
- 83.7%
$2.45K - $2.67K
15 $499
Jul 20, 2023 Q2 2023
Hf Advisory Group, LLC

Annapolis, MD
SELL
 -
-90
- 1.41%
$2.87K - $3.12K
6.27K $209K
Jul 11, 2023 Q2 2023
Worth Asset Management, LLC

SELL
 -
-100
- 3.0%
$3.19K - $3.46K
3.23K $107K
Jul 25, 2023 Q2 2023
United Asset Strategies, Inc.

Garden City, NY
SELL
 -
-137
- 0.47%
$4.37K - $4.74K
29.2K $971K
Jul 28, 2023 Q2 2023
Private Trust CO Na

SELL
 -
-141
- 1.33%
$4.5K - $4.88K
10.5K $349K
May 20, 2024 Q2 2023
Strategic Wealth Partners, Ltd.

Independence, OH
SELL
 -
-279
- 3.7%
$8.89K - $9.66K
7.26K $242K
Aug 01, 2023 Q2 2023
Iron Horse Wealth Management, LLC

SELL
 -
-299
- 10.43%
$9.53K - $10.4K
2.57K $85.5K
Aug 09, 2023 Q2 2023
Ipg Investment Advisors LLC

San Diego, CA
SELL
 -
-300
- 4.44%
$9.56K - $10.4K
6.45K $215K
Jul 28, 2023 Q2 2023
Capital Investment Advisory Services, LLC

SELL
 -
-350
- 3.22%
$11.2K - $12.1K
10.5K $350K
Aug 03, 2023 Q2 2023
New Square Capital LLC

SELL
 -
-470
Closed
$15K - $16.3K
0 $0
Aug 07, 2023 Q2 2023
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-486
- 5.08%
$15.5K - $16.8K
9.08K $302K
Jul 25, 2023 Q2 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
SELL
 -
-570
- 24.84%
$18.2K - $19.7K
1.73K $57.4K
Jul 24, 2023 Q2 2023
Dfpg Investments, LLC

SELL
 -
-578
- 6.31%
$18.4K - $20K
8.58K $285K
Jul 26, 2023 Q2 2023
Shulman De Meo Asset Management LLC

SELL
 -
-618
- 0.51%
$19.7K - $21.4K
120K $3.99M
Aug 04, 2023 Q2 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
SELL
 -
-677
- 3.32%
$21.6K - $23.4K
19.7K $656K
Aug 01, 2023 Q2 2023
Keybank National Association

SELL
 -
-750
- 6.94%
$23.9K - $26K
10.1K $334K
Aug 03, 2023 Q2 2023
First Horizon Advisors, Inc.

SELL
 -
-776
- 29.97%
$24.7K - $26.9K
1.81K $60.3K
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

SELL
 -
-805
- 2.07%
$25.7K - $27.9K
38.1K $1.27M
Aug 04, 2023 Q2 2023
Jdm Financial Group LLC

Encino, CA
SELL
 -
-815
- 37.64%
$26K - $28.2K
1.35K $44.9K
Aug 10, 2023 Q2 2023
Treynor Bancshares, Inc.

SELL
 -
-895
- 3.63%
$28.5K - $31K
23.8K $791K

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