Purchases and Sales Made in Q3 2024 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 2024. 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 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
425K+ 82.27% |
$14.3M - $15.3M
|
941K
$31.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
327K+ 6118.73% |
$11M - $11.8M
|
332K
$11.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
303K+ 210.25% |
$10.2M - $10.9M
|
447K
$14.9M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
227KNew |
$7.63M - $8.17M
|
227K
$7.56M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
176K+ 55.85% |
$5.9M - $6.32M
|
491K
$16.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
146K+ 23.16% |
$4.9M - $5.25M
|
776K
$25.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
125K+ 18.04% |
$4.2M - $4.5M
|
819K
$27.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
109K+ 24.93% |
$3.65M - $3.91M
|
545K
$18.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
80.8K+ 1293.22% |
$2.71M - $2.91M
|
87.1K
$2.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
73.7K+ 62.64% |
$2.47M - $2.65M
|
191K
$6.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
58.3KNew |
$1.96M - $2.1M
|
58.3K
$1.94M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
49.4KNew |
$1.66M - $1.77M
|
49.4K
$1.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
42.9K+ 92.0% |
$1.44M - $1.54M
|
89.4K
$2.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
40.6K+ 21.39% |
$1.36M - $1.46M
|
230K
$7.66M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
36KNew |
$1.21M - $1.29M
|
36K
$1.2M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
35.3K+ 10.6% |
$1.18M - $1.27M
|
368K
$12.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
33.1KNew |
$1.11M - $1.19M
|
33.1K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
30.1K+ 46.88% |
$1.01M - $1.08M
|
94.3K
$3.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
27.6K+ 108.82% |
$927K - $993K
|
53K
$1.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
26K+ 32505.0% |
$873K - $935K
|
26.1K
$868K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
22.3K+ 110.14% |
$750K - $803K
|
42.6K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
17K+ 6.96% |
$570K - $611K
|
261K
$8.68M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
16.6K+ 37.45% |
$557K - $596K
|
60.8K
$2.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Euro Pacific Asset Management, LLC
Dorado, PR |
BUY
|
- |
16KNew |
$536K - $574K
|
16K
$531K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.5K+ 30.53% |
$522K - $559K
|
66.4K
$2.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.6KNew |
$489K - $524K
|
14.6K
$485K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.7KNew |
$461K - $494K
|
13.7K
$457K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.2K+ 6.76% |
$442K - $473K
|
208K
$6.92M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
12.7KNew |
$427K - $457K
|
12.7K
$423K
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
12.6K+ 45.07% |
$424K - $454K
|
40.7K
$1.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
12.1K+ 16.94% |
$405K - $434K
|
83.4K
$2.77M
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
11K+ 7.85% |
$370K - $396K
|
151K
$5.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.5KNew |
$353K - $378K
|
10.5K
$350K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.4K+ 53.03% |
$350K - $375K
|
30.1K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
10K+ 3923.83% |
$337K - $361K
|
10.3K
$343K
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
BUY
|
- |
8.02K+ 44.46% |
$269K - $289K
|
26.1K
$867K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
7.65K+ 6.31% |
$257K - $275K
|
129K
$4.29M
|
|
|
Nov 05, 2024
Q3 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
7.18KNew |
$241K - $258K
|
7.18K
$239K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
7.03K+ 87.23% |
$236K - $253K
|
15.1K
$502K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
6.5KNew |
$218K - $234K
|
6.5K
$216K
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
5.73KNew |
$192K - $206K
|
5.73K
$190K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
5.67KNew |
$190K - $204K
|
5.67K
$189K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
5.65K+ 3.91% |
$190K - $203K
|
150K
$4.99M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.88K+ 46.48% |
$164K - $175K
|
15.4K
$511K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
4.48K+ 9.5% |
$150K - $161K
|
51.6K
$1.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
3.9K+ 41.67% |
$131K - $140K
|
13.3K
$441K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.82K+ 8.69% |
$128K - $137K
|
47.7K
$1.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.54K+ 16.32% |
$119K - $127K
|
25.3K
$840K
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
2.49K+ 16.39% |
$83.6K - $89.5K
|
17.7K
$588K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.2K+ 98.04% |
$74K - $79.2K
|
4.45K
$148K
|