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 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.16K+ 4.56% |
$72.4K - $77.5K
|
49.5K
$1.65M
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
1.9KNew |
$63.8K - $68.4K
|
1.9K
$63.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.8K+ 7.57% |
$60.5K - $64.8K
|
25.6K
$852K
|
|
|
Nov 08, 2024
Q3 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
1.74K+ 20.32% |
$58.3K - $62.4K
|
10.3K
$342K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.53K+ 96.64% |
$51.2K - $54.8K
|
3.1K
$103K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.48K+ 4.62% |
$49.6K - $53.1K
|
33.4K
$1.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.45K+ 2.24% |
$48.7K - $52.1K
|
66.3K
$2.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.25KNew |
$42.1K - $45.1K
|
1.25K
$41.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.25KNew |
$42K - $45K
|
1.25K
$41.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.21KNew |
$40.6K - $43.4K
|
1.21K
$40.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.18K+ 284.3% |
$39.5K - $42.3K
|
1.59K
$52.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.14K+ 5.56% |
$38.2K - $41K
|
21.6K
$719K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
882+ 1.39% |
$29.6K - $31.7K
|
64.1K
$2.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
868New |
$29.1K - $31.2K
|
868
$28.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
769+ 0.94% |
$25.8K - $27.7K
|
82.6K
$2.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
581+ 3.97% |
$19.5K - $20.9K
|
15.2K
$506K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
417+ 1.86% |
$14K - $15K
|
22.8K
$759K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
258New |
$8.66K - $9.28K
|
258
$8.58K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
218+ 2.44% |
$7.32K - $7.84K
|
9.17K
$305K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
211+ 2.69% |
$7.09K - $7.59K
|
8.07K
$268K
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
BUY
|
- |
177+ 1.58% |
$5.94K - $6.36K
|
11.4K
$378K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
173+ 1.57% |
$5.81K - $6.22K
|
11.2K
$373K
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
157+ 1.46% |
$5.27K - $5.65K
|
10.9K
$362K
|
|
|
Oct 31, 2024
Q3 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
154+ 1.58% |
$5.17K - $5.54K
|
9.88K
$329K
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
68+ 0.93% |
$2.28K - $2.45K
|
7.4K
$246K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
56+ 160.0% |
$1.88K - $2.01K
|
91
$3.03K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
18+ 0.24% |
$604 - $647
|
7.38K
$246K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
17New |
$571 - $611
|
17
$566
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
15+ 0.14% |
$504 - $539
|
10.6K
$351K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
14+ 0.23% |
$470 - $503
|
6.2K
$206K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4- 0.2% |
$134 - $144
|
1.99K
$66.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-6- 0.62% |
$201 - $216
|
969
$32.2K
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-7- 0.11% |
$235 - $252
|
6.18K
$206K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-11- 1.39% |
$369 - $396
|
781
$26K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-36- 0.5% |
$1.21K - $1.29K
|
7.19K
$239K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-49- 0.05% |
$1.65K - $1.76K
|
95.7K
$3.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-81- 0.8% |
$2.72K - $2.91K
|
10.1K
$336K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-86- 0.9% |
$2.89K - $3.09K
|
9.52K
$317K
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-86- 3.81% |
$2.89K - $3.09K
|
2.17K
$72.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-128- 2.11% |
$4.3K - $4.6K
|
5.93K
$197K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-155- 6.55% |
$5.2K - $5.57K
|
2.21K
$73.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-175- 53.85% |
$5.88K - $6.29K
|
150
$4.99K
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-214- 0.18% |
$7.19K - $7.7K
|
116K
$3.87M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-236- 3.7% |
$7.92K - $8.49K
|
6.14K
$204K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-272- 3.03% |
$9.13K - $9.78K
|
8.71K
$290K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-280- 1.06% |
$9.4K - $10.1K
|
26K
$866K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-355- 5.04% |
$11.9K - $12.8K
|
6.69K
$223K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-388- 4.15% |
$13K - $14K
|
8.97K
$298K
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-482- 2.61% |
$16.2K - $17.3K
|
18K
$598K
|