Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
1.22MNew |
$39.4M - $41.2M
|
1.22M
$40.6M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
56.1K+ 13.68% |
$1.81M - $1.89M
|
466K
$15.5M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
54.9K+ 9.01% |
$1.77M - $1.85M
|
664K
$22.1M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
54.9KNew |
$1.77M - $1.85M
|
54.9K
$1.83M
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
37K+ 23.14% |
$1.2M - $1.25M
|
197K
$6.55M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.6K+ 72.69% |
$568K - $594K
|
41.8K
$1.39M
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
14.7KNew |
$475K - $496K
|
14.7K
$489K
|
|
Nov 13, 2023
Q3 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
10.2K+ 10.56% |
$331K - $346K
|
107K
$3.57M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
9.13KNew |
$295K - $308K
|
9.13K
$304K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.51KNew |
$275K - $287K
|
8.51K
$283K
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
7.81KNew |
$252K - $264K
|
7.81K
$260K
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
BUY
|
- |
7.57K+ 69.19% |
$244K - $255K
|
18.5K
$615K
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
6.85K+ 6.35% |
$221K - $231K
|
115K
$3.82M
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
5.84K+ 11.74% |
$189K - $197K
|
55.6K
$1.85M
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.48K+ 4.43% |
$177K - $185K
|
129K
$4.3M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
5.11K+ 3.31% |
$165K - $173K
|
160K
$5.31M
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
4.96K+ 169.47% |
$160K - $168K
|
7.89K
$263K
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.5K+ 48.65% |
$145K - $152K
|
13.8K
$457K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.37K+ 46.09% |
$141K - $147K
|
13.8K
$461K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.71K+ 17.73% |
$120K - $125K
|
24.6K
$820K
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
3.1KNew |
$100K - $105K
|
3.1K
$103K
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
3.04K+ 7.91% |
$98.2K - $103K
|
41.5K
$1.38M
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
BUY
|
- |
2.96K+ 22.93% |
$95.5K - $99.9K
|
15.9K
$528K
|
|
Nov 14, 2023
Q3 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
2.2K+ 20.57% |
$71.1K - $74.3K
|
12.9K
$429K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
1.93K+ 1.47% |
$62.2K - $65.1K
|
133K
$4.43M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.86KNew |
$60.2K - $62.9K
|
1.86K
$62K
|
|
Nov 14, 2023
Q3 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
1.77K+ 7.45% |
$57.2K - $59.8K
|
25.6K
$850K
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
BUY
|
- |
1.69K+ 12.94% |
$54.6K - $57.1K
|
14.8K
$491K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.59K+ 79300.0% |
$51.2K - $53.6K
|
1.59K
$52.8K
|
|
Nov 02, 2023
Q3 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
1.28K+ 0.6% |
$41.3K - $43.2K
|
216K
$7.18M
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
862New |
$27.8K - $29.1K
|
862
$28.7K
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
521+ 35.86% |
$16.8K - $17.6K
|
1.97K
$65.7K
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
302+ 2.17% |
$9.75K - $10.2K
|
14.2K
$474K
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
286+ 4.56% |
$9.24K - $9.66K
|
6.56K
$218K
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
267+ 0.65% |
$8.62K - $9.02K
|
41.3K
$1.38M
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
239+ 1.64% |
$7.72K - $8.07K
|
14.8K
$493K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
239+ 0.63% |
$7.72K - $8.07K
|
38.3K
$1.27M
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
185New |
$5.98K - $6.25K
|
185
$6.15K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
179+ 1.4% |
$5.78K - $6.04K
|
12.9K
$430K
|
|
Nov 09, 2023
Q3 2023
|
Sws Partners
|
BUY
|
- |
164+ 0.49% |
$5.3K - $5.54K
|
33.6K
$1.12M
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
94+ 0.9% |
$3.04K - $3.17K
|
10.5K
$349K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
55+ 12.59% |
$1.78K - $1.86K
|
492
$16.4K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
26+ 5.57% |
$840 - $878
|
493
$16.4K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
25New |
$807 - $844
|
25
$832
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
22+ 0.15% |
$711 - $743
|
14.9K
$496K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
21+ 8.3% |
$678 - $709
|
274
$9.12K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11+ 0.08% |
$355 - $371
|
13.4K
$445K
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
9+ 0.08% |
$291 - $304
|
10.8K
$359K
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
7+ 1.52% |
$226 - $236
|
467
$15.5K
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5New |
$162 - $169
|
5
$166
|