Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.47K+ 2.76% |
$106K - $109K
|
91.8K
$3.06M
|
|
|
Nov 08, 2021
Q3 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
2.42K+ 25.39% |
$104K - $107K
|
11.9K
$398K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.25K+ 11.9% |
$97K - $99.4K
|
21.2K
$704K
|
|
|
Oct 19, 2021
Q3 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
2.1K+ 7.79% |
$90.3K - $92.6K
|
29K
$964K
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.06K+ 10.85% |
$88.7K - $90.9K
|
21K
$699K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
1.61K+ 5.04% |
$69.6K - $71.3K
|
33.6K
$1.12M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.6K+ 2.58% |
$69K - $70.7K
|
63.6K
$2.12M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
1.56K+ 8.99% |
$67.4K - $69.1K
|
19K
$631K
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.47K+ 11.7% |
$63.2K - $64.8K
|
14K
$466K
|
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.44KNew |
$61.9K - $63.4K
|
1.44K
$47.8K
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.33K+ 20.05% |
$57.2K - $58.6K
|
7.94K
$264K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.31K+ 10.35% |
$56.3K - $57.7K
|
13.9K
$464K
|
|
|
Nov 15, 2021
Q3 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.28K+ 2.57% |
$55.1K - $56.5K
|
50.9K
$1.69M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.12K+ 4.5% |
$48.1K - $49.3K
|
25.9K
$862K
|
|
|
Nov 08, 2021
Q3 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
850+ 14.17% |
$36.6K - $37.6K
|
6.85K
$228K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
821+ 13.13% |
$35.4K - $36.3K
|
7.07K
$235K
|
|
|
Nov 12, 2021
Q3 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
656+ 2.64% |
$28.3K - $29K
|
25.5K
$850K
|
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
BUY
|
- |
610+ 1.86% |
$26.3K - $26.9K
|
33.4K
$1.11M
|
|
|
Nov 08, 2021
Q3 2021
|
New Square Capital LLC
|
BUY
|
- |
563+ 0.28% |
$24.3K - $24.9K
|
201K
$6.67M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
550New |
$23.7K - $24.3K
|
550
$18.3K
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
534New |
$23K - $23.6K
|
534
$17.8K
|
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
520+ 2.52% |
$22.4K - $23K
|
21.2K
$705K
|
|
|
Oct 20, 2021
Q3 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
451New |
$19.4K - $19.9K
|
451
$15K
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
416+ 2189.47% |
$17.9K - $18.4K
|
435
$14.5K
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
400New |
$17.2K - $17.7K
|
400
$13.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
381+ 1.85% |
$16.4K - $16.8K
|
21K
$698K
|
|
|
Oct 18, 2021
Q3 2021
|
Nbt Bank N A
|
BUY
|
- |
365+ 5.78% |
$15.7K - $16.1K
|
6.68K
$222K
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
341+ 0.45% |
$14.7K - $15.1K
|
76.3K
$2.54M
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
339+ 31.22% |
$14.6K - $15K
|
1.43K
$47.4K
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
334+ 4.86% |
$14.4K - $14.8K
|
7.21K
$240K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
314+ 6.75% |
$13.5K - $13.9K
|
4.97K
$165K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
295+ 100.68% |
$12.7K - $13K
|
588
$19.6K
|
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
294+ 0.7% |
$12.7K - $13K
|
42.4K
$1.41M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
282+ 6.21% |
$12.2K - $12.5K
|
4.83K
$161K
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
270+ 4.41% |
$11.6K - $11.9K
|
6.39K
$213K
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
214+ 0.89% |
$9.22K - $9.45K
|
24.2K
$806K
|
|
|
Nov 15, 2021
Q3 2021
|
State Street Corp
Boston, MA |
BUY
|
- |
192+ 0.71% |
$8.28K - $8.48K
|
27.4K
$912K
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
151+ 1.24% |
$6.51K - $6.67K
|
12.3K
$410K
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
121New |
$5.22K - $5.35K
|
121
$4.03K
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
109+ 0.38% |
$4.7K - $4.82K
|
29K
$965K
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
94New |
$4.05K - $4.15K
|
94
$3.13K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
89+ 0.19% |
$3.84K - $3.93K
|
46.8K
$1.56M
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
88+ 1.7% |
$3.79K - $3.89K
|
5.26K
$175K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
82+ 0.85% |
$3.53K - $3.62K
|
9.7K
$323K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
78+ 44.07% |
$3.36K - $3.45K
|
255
$8.48K
|
|
|
Sep 11, 2023
Q3 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
59+ 1.1% |
$2.54K - $2.61K
|
5.44K
$181K
|
|
|
Feb 17, 2023
Q3 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
59+ 1.1% |
$2.54K - $2.61K
|
5.44K
$181K
|
|
|
Oct 19, 2021
Q3 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
50+ 1.02% |
$2.16K - $2.21K
|
4.94K
$164K
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
45+ 0.14% |
$1.94K - $1.99K
|
32.7K
$1.09M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
44+ 0.17% |
$1.9K - $1.94K
|
25.7K
$856K
|