Purchases and Sales Made in Q2 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 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 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-936- 6.99% |
$29.8K - $32.4K
|
12.4K
$414K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-977- 2.83% |
$31.1K - $33.8K
|
33.6K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.23K- 1.69% |
$39.3K - $42.7K
|
71.5K
$2.38M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.31K- 22.98% |
$41.8K - $45.4K
|
4.39K
$146K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.35KClosed |
$43K - $46.8K
|
0
$0
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
SELL
|
- |
-1.43K- 12.3% |
$45.6K - $49.5K
|
10.2K
$339K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.69K- 99.88% |
$53.9K - $58.5K
|
2
$66.5
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.19K- 9.47% |
$69.8K - $75.8K
|
20.9K
$696K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.29K- 27.29% |
$72.9K - $79.2K
|
6.09K
$203K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-2.34K- 24.9% |
$74.5K - $80.9K
|
7.05K
$234K
|
|
|
Jul 12, 2023
Q2 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-2.86K- 6.55% |
$91.3K - $99.1K
|
40.8K
$1.36M
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-3.13K- 31.33% |
$99.9K - $109K
|
6.87K
$229K
|
|
|
Aug 02, 2023
Q2 2023
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-3.27K- 55.28% |
$104K - $113K
|
2.64K
$88K
|
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-3.36K- 4.42% |
$107K - $116K
|
72.6K
$2.41M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-3.44K- 7.1% |
$110K - $119K
|
45K
$1.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.7K- 4.74% |
$118K - $128K
|
74.2K
$2.47M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.85K- 8.84% |
$155K - $168K
|
50.1K
$1.67M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-5.21K- 11.95% |
$166K - $181K
|
38.4K
$1.28M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-5.32K- 64.51% |
$170K - $184K
|
2.93K
$97.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-5.34K- 10.86% |
$170K - $185K
|
43.8K
$1.46M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.37K- 10.59% |
$171K - $186K
|
45.3K
$1.51M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.52K- 14.44% |
$176K - $191K
|
32.7K
$1.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-5.67K- 3.54% |
$181K - $196K
|
155K
$5.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.25K- 81.13% |
$199K - $216K
|
1.45K
$48.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.35K- 1.03% |
$203K - $220K
|
609K
$20.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-6.77K- 13.3% |
$216K - $234K
|
44.1K
$1.47M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-7.82K- 23.09% |
$249K - $271K
|
26.1K
$867K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.92K- 12.12% |
$252K - $274K
|
57.4K
$1.91M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-8.21K- 6.55% |
$262K - $284K
|
117K
$3.89M
|
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-9.59K- 60.68% |
$306K - $332K
|
6.21K
$207K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-12.4K- 45.76% |
$395K - $429K
|
14.7K
$489K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-18.8K- 6.0% |
$599K - $651K
|
294K
$9.79M
|
|
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
SELL
|
- |
-27.6K- 85.29% |
$879K - $955K
|
4.76K
$158K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-34.9K- 21.98% |
$1.11M - $1.21M
|
124K
$4.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-41.3K- 99.19% |
$1.32M - $1.43M
|
338
$11.2K
|
|
|
Jul 17, 2023
Q2 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-41.5K- 23.61% |
$1.32M - $1.44M
|
134K
$4.47M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-44.9K- 69.12% |
$1.43M - $1.55M
|
20.1K
$667K
|
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
SELL
|
- |
-51.9KClosed |
$1.65M - $1.8M
|
0
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-64K- 32.78% |
$2.04M - $2.22M
|
131K
$4.37M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-111K- 89.69% |
$3.54M - $3.84M
|
12.8K
$424K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-115K- 12.4% |
$3.65M - $3.97M
|
809K
$26.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-250K- 47.96% |
$7.98M - $8.67M
|
272K
$9.04M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-251K- 62.97% |
$8M - $8.69M
|
148K
$4.91M
|
|
|
Aug 02, 2023
Q2 2023
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-315K- 78.6% |
$10M - $10.9M
|
85.8K
$2.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-338K- 41.77% |
$10.8M - $11.7M
|
472K
$15.7M
|