Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
201K+ 46.83% |
$6.63M - $6.98M
|
630K
$21M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
180K+ 133.22% |
$5.93M - $6.25M
|
315K
$10.5M
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
140KNew |
$4.63M - $4.88M
|
140K
$4.67M
|
|
Aug 06, 2024
Q2 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
116K+ 147.27% |
$3.83M - $4.03M
|
195K
$6.48M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
98K+ 500.61% |
$3.23M - $3.41M
|
118K
$3.91M
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
89.2K+ 37.55% |
$2.94M - $3.1M
|
327K
$10.9M
|
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
86.4KNew |
$2.85M - $3M
|
86.4K
$2.87M
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
74.6K+ 107.21% |
$2.46M - $2.59M
|
144K
$4.8M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
49.4K+ 35.21% |
$1.63M - $1.72M
|
190K
$6.31M
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
47.1K+ 16.48% |
$1.55M - $1.64M
|
333K
$11.1M
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
46.4K+ 19724.68% |
$1.53M - $1.61M
|
46.6K
$1.55M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
40.8K+ 6.24% |
$1.34M - $1.42M
|
694K
$23.1M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
37.2K+ 137.7% |
$1.23M - $1.29M
|
64.2K
$2.14M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
31.2KNew |
$1.03M - $1.08M
|
31.2K
$1.04M
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
28KNew |
$924K - $974K
|
28K
$932K
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
25.4KNew |
$837K - $881K
|
25.4K
$844K
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
18.5KNew |
$609K - $642K
|
18.5K
$614K
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
16.6K+ 3.97% |
$549K - $578K
|
436K
$14.5M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.2K+ 38.36% |
$535K - $563K
|
58.5K
$1.94M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
15K+ 3.0% |
$495K - $521K
|
516K
$17.2M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
15K+ 3.0% |
$495K - $521K
|
516K
$17.2M
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
13.3K+ 37.71% |
$439K - $462K
|
48.6K
$1.62M
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
13KNew |
$430K - $453K
|
13K
$434K
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
11.5K+ 8.64% |
$379K - $399K
|
144K
$4.8M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.5K+ 25.83% |
$346K - $365K
|
51.1K
$1.7M
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
10.1K+ 16.55% |
$334K - $352K
|
71.3K
$2.37M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10K+ 120.91% |
$331K - $349K
|
18.4K
$611K
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
9.07K+ 8.08% |
$299K - $315K
|
121K
$4.04M
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
8.7K+ 63.53% |
$287K - $302K
|
22.4K
$745K
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
7.96KNew |
$263K - $277K
|
7.96K
$265K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.91K+ 1.26% |
$261K - $275K
|
634K
$21.1M
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
7.04KNew |
$232K - $245K
|
7.04K
$234K
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
6.25KNew |
$206K - $217K
|
6.25K
$208K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.16K+ 10.49% |
$203K - $214K
|
64.9K
$2.16M
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
5.62K+ 4.17% |
$185K - $195K
|
140K
$4.67M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.99K+ 29.83% |
$165K - $173K
|
21.7K
$722K
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
4.83K+ 3.88% |
$159K - $168K
|
129K
$4.3M
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.55K+ 36.55% |
$150K - $158K
|
17K
$566K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
4.53KNew |
$150K - $158K
|
4.53K
$151K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.23K+ 15.26% |
$139K - $147K
|
31.9K
$1.06M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.44KNew |
$113K - $119K
|
3.44K
$114K
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
3.15K+ 7.16% |
$104K - $110K
|
47.1K
$1.57M
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.98K+ 19.71% |
$98.2K - $103K
|
18.1K
$602K
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
BUY
|
- |
2.83K+ 18.57% |
$93.2K - $98.2K
|
18K
$600K
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
2.62K+ 15.72% |
$86.3K - $90.9K
|
19.3K
$641K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
2.46K+ 1.47% |
$81K - $85.3K
|
169K
$5.64M
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.25KNew |
$74.1K - $78.1K
|
2.25K
$74.8K
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.88K+ 5.45% |
$61.9K - $65.2K
|
36.3K
$1.21M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.37K+ 1.11% |
$45.1K - $47.5K
|
124K
$4.14M
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.33KNew |
$43.8K - $46.2K
|
1.33K
$44.2K
|