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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4+ 0.67% |
$129 - $135
|
600
$20K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.26% |
$32.3 - $33.8
|
380
$12.6K
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1+ 0.01% |
$32.3 - $33.8
|
7.26K
$242K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2- 0.31% |
$64.6 - $67.5
|
653
$21.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-14- 0.07% |
$452 - $473
|
19.7K
$655K
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-75- 0.3% |
$2.42K - $2.53K
|
25.3K
$841K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-75- 6.82% |
$2.42K - $2.53K
|
1.03K
$34.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-101- 1.47% |
$3.26K - $3.41K
|
6.77K
$225K
|
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-102- 0.35% |
$3.29K - $3.44K
|
29.1K
$968K
|
|
|
Oct 19, 2023
Q3 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-106- 0.09% |
$3.42K - $3.58K
|
120K
$3.98M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-108- 0.54% |
$3.49K - $3.65K
|
19.7K
$656K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-134- 1.21% |
$4.33K - $4.53K
|
11K
$364K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-220- 3.07% |
$7.11K - $7.43K
|
6.94K
$231K
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-235- 6.23% |
$7.59K - $7.94K
|
3.54K
$118K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-238- 5.28% |
$7.69K - $8.04K
|
4.27K
$142K
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-250- 15.38% |
$8.07K - $8.44K
|
1.38K
$45.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-303- 85.59% |
$9.79K - $10.2K
|
51
$1.7K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-340- 3.83% |
$11K - $11.5K
|
8.55K
$284K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-350- 3.48% |
$11.3K - $11.8K
|
9.7K
$323K
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-353- 0.07% |
$11.4K - $11.9K
|
471K
$15.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-362- 0.76% |
$11.7K - $12.2K
|
47.4K
$1.58M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-397- 0.88% |
$12.8K - $13.4K
|
44.9K
$1.49M
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-488- 34.83% |
$15.8K - $16.5K
|
913
$30.4K
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-514- 1.97% |
$16.6K - $17.4K
|
25.5K
$850K
|
|
|
Oct 06, 2023
Q3 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-525- 2.73% |
$17K - $17.7K
|
18.7K
$622K
|
|
|
Oct 10, 2023
Q3 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-607- 0.45% |
$19.6K - $20.5K
|
134K
$4.45M
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
SELL
|
- |
-636- 2.57% |
$20.5K - $21.5K
|
24.1K
$803K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-683- 2.51% |
$22.1K - $23.1K
|
26.6K
$884K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-899- 4.48% |
$29K - $30.4K
|
19.2K
$637K
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-1.12K- 0.78% |
$36.1K - $37.8K
|
142K
$4.71M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.3K- 86.63% |
$41.9K - $43.8K
|
200
$6.65K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.31K- 72.26% |
$42.3K - $44.2K
|
503
$16.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.31K- 14.08% |
$42.4K - $44.4K
|
8.02K
$267K
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.38K- 15.98% |
$44.4K - $46.5K
|
7.24K
$241K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-1.41K- 13.79% |
$45.4K - $47.5K
|
8.79K
$293K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.44K- 3.21% |
$46.6K - $48.7K
|
43.6K
$1.45M
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.72K- 3.92% |
$55.4K - $57.9K
|
42.1K
$1.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.77K- 5.84% |
$57.3K - $59.9K
|
28.6K
$951K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.86K- 5.53% |
$60K - $62.7K
|
31.7K
$1.06M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-2K- 90.33% |
$64.6K - $67.5K
|
214
$7.12K
|
|
|
Nov 13, 2023
Q3 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-2.17K- 0.76% |
$70K - $73.2K
|
281K
$9.36M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.66K- 3.79% |
$85.9K - $89.8K
|
67.5K
$2.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.71K- 1.0% |
$87.5K - $91.5K
|
269K
$8.95M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.23K- 4.52% |
$104K - $109K
|
68.2K
$2.27M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.38K- 10.34% |
$109K - $114K
|
29.4K
$977K
|
|
|
Oct 12, 2023
Q3 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-3.74K- 9.15% |
$121K - $126K
|
37.1K
$1.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.16K- 7.75% |
$134K - $140K
|
49.6K
$1.65M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-4.72K- 3.8% |
$152K - $159K
|
120K
$3.98M
|