Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
4.6K+ 2.84% |
$194K - $200K
|
167K
$5.55M
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
4.31K+ 2.15% |
$181K - $188K
|
205K
$6.82M
|
|
|
Jan 20, 2022
Q4 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.05K+ 5.85% |
$171K - $176K
|
73.4K
$2.44M
|
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.02K+ 7.89% |
$169K - $175K
|
54.9K
$1.83M
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
3.67KNew |
$154K - $160K
|
3.67K
$122K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.64K+ 13.31% |
$153K - $159K
|
31K
$1.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
3.33K+ 4.36% |
$140K - $145K
|
79.7K
$2.65M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.33K+ 15.72% |
$140K - $145K
|
24.5K
$814K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
3.25K+ 11.21% |
$137K - $141K
|
32.2K
$1.07M
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
3.19KNew |
$134K - $139K
|
3.19K
$106K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.92K+ 3.61% |
$123K - $127K
|
83.9K
$2.79M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.86K+ 5.02% |
$120K - $125K
|
59.8K
$1.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
2.2K+ 10.49% |
$92.7K - $95.9K
|
23.2K
$772K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.2KNew |
$92.6K - $95.8K
|
2.2K
$73.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.18K+ 8.47% |
$91.8K - $94.9K
|
27.9K
$929K
|
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
BUY
|
- |
1.84K+ 29.63% |
$77.3K - $80K
|
8.04K
$267K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.75K+ 3.73% |
$73.5K - $76K
|
48.6K
$1.62M
|
|
|
Feb 01, 2022
Q4 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.62K+ 20.05% |
$68.3K - $70.6K
|
9.72K
$323K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.51KNew |
$63.4K - $65.5K
|
1.51K
$50.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.22K+ 11.22% |
$51.4K - $53.2K
|
12.1K
$403K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.13K+ 263.72% |
$47.7K - $49.4K
|
1.56K
$52K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
1.11K+ 5.87% |
$46.9K - $48.4K
|
20.1K
$668K
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.1KNew |
$46.3K - $47.9K
|
1.1K
$36.6K
|
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
973+ 10.74% |
$41K - $42.4K
|
10K
$334K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
950+ 2.83% |
$40K - $41.4K
|
34.6K
$1.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Win Advisors, Inc
|
BUY
|
- |
936New |
$39.4K - $40.7K
|
936
$31.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
899+ 9.55% |
$37.8K - $39.1K
|
10.3K
$343K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
898New |
$37.8K - $39.1K
|
898
$29.9K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
836+ 13.37% |
$35.2K - $36.4K
|
7.09K
$236K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
664+ 5.26% |
$28K - $28.9K
|
13.3K
$442K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
663New |
$27.9K - $28.9K
|
663
$22.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
649+ 9.0% |
$27.3K - $28.3K
|
7.86K
$261K
|
|
|
Feb 07, 2022
Q4 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
463+ 0.43% |
$19.5K - $20.2K
|
109K
$3.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
441+ 9.14% |
$18.6K - $19.2K
|
5.27K
$175K
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
431+ 88.87% |
$18.1K - $18.8K
|
916
$30.5K
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
414New |
$17.4K - $18K
|
414
$13.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
323+ 1.26% |
$13.6K - $14.1K
|
25.9K
$860K
|
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
320New |
$13.5K - $13.9K
|
320
$10.6K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
286New |
$12K - $12.4K
|
286
$9.52K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
264+ 103.53% |
$11.1K - $11.5K
|
519
$17.3K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
255+ 3.21% |
$10.7K - $11.1K
|
8.19K
$273K
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
252New |
$10.6K - $11K
|
252
$8.38K
|
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
249+ 8.68% |
$10.5K - $10.8K
|
3.12K
$104K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
208+ 1.69% |
$8.76K - $9.05K
|
12.5K
$417K
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
171+ 1.54% |
$7.2K - $7.44K
|
11.2K
$374K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
167+ 41.75% |
$7.03K - $7.27K
|
567
$18.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
100+ 26.32% |
$4.21K - $4.35K
|
480
$16K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
100New |
$4.21K - $4.35K
|
100
$3.33K
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
57New |
$2.4K - $2.48K
|
57
$1.9K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
55+ 6.56% |
$2.32K - $2.39K
|
893
$29.7K
|