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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-403- 14.35% |
$13.8K - $15.6K
|
2.41K
$80K
|
|
|
Oct 24, 2022
Q3 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-418- 4.33% |
$14.3K - $16.1K
|
9.23K
$307K
|
|
|
Oct 18, 2022
Q3 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-423- 3.81% |
$14.5K - $16.3K
|
10.7K
$355K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-450- 1.85% |
$15.4K - $17.4K
|
23.9K
$794K
|
|
|
Oct 18, 2022
Q3 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-461- 0.38% |
$15.8K - $17.8K
|
121K
$4.03M
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-492Closed |
$16.8K - $19K
|
0
$0
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-500- 21.74% |
$17.1K - $19.3K
|
1.8K
$59.9K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-519- 7.14% |
$17.8K - $20K
|
6.75K
$225K
|
|
|
Nov 10, 2022
Q3 2022
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-601- 2.64% |
$20.6K - $23.2K
|
22.2K
$737K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-613- 4.85% |
$21K - $23.7K
|
12K
$400K
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-670- 16.34% |
$22.9K - $25.9K
|
3.43K
$114K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-720- 77.09% |
$24.6K - $27.8K
|
214
$7.12K
|
|
|
Nov 15, 2022
Q3 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-725- 1.82% |
$24.8K - $28K
|
39.2K
$1.3M
|
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
SELL
|
- |
-907- 2.81% |
$31K - $35K
|
31.3K
$1.04M
|
|
|
Nov 08, 2022
Q3 2022
|
Nbt Bank N A
|
SELL
|
- |
-925- 13.35% |
$31.6K - $35.7K
|
6.01K
$200K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.1K- 6.96% |
$37.5K - $42.3K
|
14.7K
$488K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.26K- 4.02% |
$43.2K - $48.7K
|
30.2K
$1M
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.28K- 8.44% |
$43.8K - $49.4K
|
13.9K
$462K
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.38K- 18.32% |
$47.2K - $53.2K
|
6.15K
$205K
|
|
|
Oct 14, 2022
Q3 2022
|
Powers Advisory Group, LLC
|
SELL
|
- |
-1.93K- 4.37% |
$65.9K - $74.3K
|
42.2K
$1.4M
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
SELL
|
- |
-2.43K- 15.13% |
$83K - $93.6K
|
13.6K
$452K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-2.64K- 4.4% |
$90.2K - $102K
|
57.3K
$1.91M
|
|
|
Oct 31, 2022
Q3 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.75K- 27.53% |
$94.1K - $106K
|
7.24K
$241K
|
|
|
Oct 12, 2022
Q3 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-2.78K- 81.91% |
$95.1K - $107K
|
614
$20.4K
|
|
|
Oct 21, 2022
Q3 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-3.03K- 16.75% |
$104K - $117K
|
15.1K
$501K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-3.25K- 9.59% |
$111K - $125K
|
30.6K
$1.02M
|
|
|
Oct 28, 2022
Q3 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-3.3K- 10.72% |
$113K - $127K
|
27.5K
$914K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.5KClosed |
$120K - $135K
|
0
$0
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-5.29K- 25.6% |
$181K - $204K
|
15.4K
$511K
|
|
|
Nov 03, 2022
Q3 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-5.95K- 41.03% |
$204K - $230K
|
8.56K
$285K
|
|
|
Nov 10, 2022
Q3 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-6.03K- 33.58% |
$206K - $233K
|
11.9K
$397K
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
SELL
|
- |
-6.65K- 79.64% |
$227K - $257K
|
1.7K
$56.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7K- 30.63% |
$240K - $270K
|
15.9K
$528K
|
|
|
Oct 05, 2022
Q3 2022
|
Bath Savings Trust CO
|
SELL
|
- |
-8.2K- 12.62% |
$281K - $316K
|
56.8K
$1.89M
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-9.19K- 25.03% |
$314K - $355K
|
27.5K
$916K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-11.3K- 32.27% |
$388K - $438K
|
23.8K
$792K
|
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-12.6K- 58.77% |
$430K - $485K
|
8.82K
$293K
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-12.7K- 25.36% |
$433K - $488K
|
37.2K
$1.24M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-13.3K- 39.69% |
$455K - $513K
|
20.2K
$672K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-15.5K- 15.85% |
$531K - $599K
|
82.4K
$2.74M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-18K- 87.69% |
$616K - $695K
|
2.53K
$84.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-18.5K- 42.99% |
$632K - $713K
|
24.5K
$815K
|
|
|
Oct 14, 2022
Q3 2022
|
Golden Green, Inc.
|
SELL
|
- |
-19.8K- 39.64% |
$678K - $764K
|
30.2K
$1M
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-21.6K- 91.88% |
$739K - $833K
|
1.91K
$63.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-28.8K- 43.4% |
$987K - $1.11M
|
37.6K
$1.25M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-44.1K- 16.16% |
$1.51M - $1.7M
|
229K
$7.61M
|
|
|
Oct 24, 2022
Q3 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-73.5K- 69.38% |
$2.51M - $2.84M
|
32.4K
$1.08M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-100K- 56.01% |
$3.42M - $3.86M
|
78.5K
$2.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-103K- 61.62% |
$3.52M - $3.97M
|
64.1K
$2.13M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-119K- 25.54% |
$4.08M - $4.61M
|
348K
$11.6M
|