Purchases and Sales Made in Q3 2022 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 2022. 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 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
1.2KNew |
$41.1K - $46.3K
|
1.2K
$39.9K
|
|
|
Nov 16, 2022
Q3 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.17K+ 500.85% |
$40.1K - $45.2K
|
1.41K
$46.8K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.1K+ 1.15% |
$37.6K - $42.4K
|
97K
$3.23M
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
1.08K+ 6.13% |
$36.9K - $41.6K
|
18.7K
$621K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
BUY
|
- |
1.04K+ 4.36% |
$35.5K - $40.1K
|
24.9K
$827K
|
|
|
Oct 20, 2022
Q3 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.03K+ 3.6% |
$35.3K - $39.8K
|
29.7K
$987K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
963+ 223.43% |
$32.9K - $37.2K
|
1.39K
$46.4K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
917+ 0.77% |
$31.4K - $35.4K
|
120K
$4M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
900New |
$30.8K - $34.7K
|
900
$29.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
841+ 0.98% |
$28.8K - $32.5K
|
87K
$2.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
805New |
$27.5K - $31.1K
|
805
$26.8K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
805+ 6.28% |
$27.5K - $31.1K
|
13.6K
$453K
|
|
|
Oct 24, 2022
Q3 2022
|
Barry Investment Advisors, LLC
|
BUY
|
- |
758+ 0.27% |
$25.9K - $29.3K
|
282K
$9.4M
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
641New |
$21.9K - $24.7K
|
641
$21.3K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
582New |
$19.9K - $22.5K
|
582
$19.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
515+ 1.0% |
$17.6K - $19.9K
|
52K
$1.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
460+ 0.51% |
$15.7K - $17.8K
|
90K
$2.99M
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
434+ 6.74% |
$14.8K - $16.7K
|
6.87K
$229K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
300+ 117.65% |
$10.3K - $11.6K
|
555
$18.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
262+ 5.23% |
$8.96K - $10.1K
|
5.27K
$175K
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Insights, Inc.
|
BUY
|
- |
194+ 2.09% |
$6.64K - $7.49K
|
9.47K
$315K
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
191+ 1.49% |
$6.53K - $7.37K
|
13K
$434K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
165+ 0.35% |
$5.64K - $6.37K
|
47.6K
$1.58M
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
135+ 0.07% |
$4.62K - $5.21K
|
184K
$6.12M
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
121New |
$4.14K - $4.67K
|
121
$4.03K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
100New |
$3.42K - $3.86K
|
100
$3.33K
|
|
|
Nov 09, 2022
Q3 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
99+ 0.06% |
$3.39K - $3.82K
|
168K
$5.58M
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
97+ 1.26% |
$3.32K - $3.74K
|
7.79K
$259K
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
80+ 9.76% |
$2.74K - $3.09K
|
900
$29.9K
|
|
|
Oct 18, 2022
Q3 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
67+ 0.74% |
$2.29K - $2.59K
|
9.11K
$303K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
64+ 1.1% |
$2.19K - $2.47K
|
5.88K
$196K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
18+ 0.12% |
$616 - $695
|
14.8K
$493K
|
|
|
Oct 14, 2022
Q3 2022
|
Diligent Investors, LLC
|
BUY
|
- |
13+ 0.05% |
$445 - $502
|
25.5K
$848K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
13+ 1.53% |
$445 - $502
|
864
$28.7K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
12+ 1.08% |
$411 - $463
|
1.13K
$37.5K
|
|
|
Nov 30, 2023
Q3 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
7+ 1.62% |
$239 - $270
|
439
$14.6K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
3+ 1.09% |
$103 - $116
|
278
$9.25K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 2.78% |
$34.2 - $38.6
|
35
$1.16K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-30- 5.85% |
$1.03K - $1.16K
|
483
$16.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-69- 18.75% |
$2.36K - $2.66K
|
299
$9.95K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-92- 58.97% |
$3.15K - $3.55K
|
64
$2.13K
|
|
|
Nov 07, 2022
Q3 2022
|
Essex LLC
|
SELL
|
- |
-175- 2.72% |
$5.99K - $6.75K
|
6.26K
$208K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-220- 9.81% |
$7.53K - $8.49K
|
2.02K
$67.3K
|
|
|
Oct 21, 2022
Q3 2022
|
Kcs Wealth Advisory
|
SELL
|
- |
-264- 2.68% |
$9.03K - $10.2K
|
9.6K
$319K
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-269- 46.86% |
$9.2K - $10.4K
|
305
$10.1K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-299- 55.68% |
$10.2K - $11.5K
|
238
$7.92K
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-300- 3.51% |
$10.3K - $11.6K
|
8.25K
$275K
|
|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-358- 5.65% |
$12.2K - $13.8K
|
5.98K
$199K
|
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-391- 5.05% |
$13.4K - $15.1K
|
7.35K
$244K
|