Purchases and Sales Made in Q4 2022 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 2022. 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 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
5.26K+ 207.79% |
$168K - $185K
|
7.78K
$259K
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.2K+ 6.31% |
$167K - $183K
|
87.6K
$2.91M
|
|
Jan 17, 2023
Q4 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
3.54K+ 11.92% |
$113K - $124K
|
33.2K
$1.1M
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
3.39K+ 3.63% |
$109K - $119K
|
96.6K
$3.21M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
3.24K+ 1.42% |
$104K - $114K
|
232K
$7.72M
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
3.12KNew |
$99.9K - $110K
|
3.12K
$104K
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.47K+ 6.63% |
$79.2K - $86.8K
|
39.7K
$1.32M
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.3KNew |
$73.5K - $80.6K
|
2.3K
$76.4K
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2.28K+ 371.34% |
$73.1K - $80.1K
|
2.89K
$96.3K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.27K+ 2.34% |
$72.7K - $79.7K
|
99.3K
$3.3M
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
2.17KNew |
$69.4K - $76K
|
2.17K
$72K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.12K+ 5.62% |
$67.8K - $74.3K
|
39.7K
$1.32M
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2.03K+ 4.41% |
$65.1K - $71.4K
|
48.1K
$1.6M
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2K+ 13.47% |
$64.1K - $70.2K
|
16.9K
$561K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.75K+ 25.9% |
$56K - $61.4K
|
8.5K
$283K
|
|
Feb 14, 2023
Q4 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
1.64K+ 7.39% |
$52.5K - $57.6K
|
23.8K
$792K
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
1.63KNew |
$52.1K - $57.1K
|
1.63K
$54.1K
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.6KNew |
$51.3K - $56.2K
|
1.6K
$53.3K
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
1.52K+ 16.08% |
$48.8K - $53.5K
|
11K
$366K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.45KNew |
$46.3K - $50.8K
|
1.45K
$48.1K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.4KNew |
$44.9K - $49.2K
|
1.4K
$46.6K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
1.3KNew |
$41.7K - $45.7K
|
1.3K
$43.3K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.28K+ 642.0% |
$41.1K - $45.1K
|
1.48K
$49.4K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.28K+ 642.0% |
$41.1K - $45.1K
|
1.48K
$49.4K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.21K+ 22.88% |
$38.6K - $42.3K
|
6.47K
$215K
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
921New |
$29.5K - $32.3K
|
921
$30.6K
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
875New |
$28K - $30.7K
|
875
$29.1K
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
815+ 90.76% |
$26.1K - $28.6K
|
1.71K
$57K
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
800New |
$25.6K - $28.1K
|
800
$26.6K
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
652+ 5.38% |
$20.9K - $22.9K
|
12.8K
$425K
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
636+ 1.62% |
$20.4K - $22.3K
|
39.8K
$1.33M
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
571New |
$18.3K - $20.1K
|
571
$19K
|
|
Jan 20, 2023
Q4 2022
|
Golden Green, Inc.
|
BUY
|
- |
502+ 1.66% |
$16.1K - $17.6K
|
30.7K
$1.02M
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
456New |
$14.6K - $16K
|
456
$15.2K
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
431+ 4.27% |
$13.8K - $15.1K
|
10.5K
$350K
|
|
Jan 17, 2023
Q4 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
400+ 5.21% |
$12.8K - $14K
|
8.07K
$269K
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
304New |
$9.74K - $10.7K
|
304
$10.1K
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
296+ 2.13% |
$9.48K - $10.4K
|
14.2K
$472K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
234+ 688.24% |
$7.5K - $8.22K
|
268
$8.92K
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
BUY
|
- |
219+ 1.45% |
$7.02K - $7.69K
|
15.3K
$508K
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
199+ 83.61% |
$6.38K - $6.99K
|
437
$14.5K
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
194+ 13.8% |
$6.22K - $6.81K
|
1.6K
$53.2K
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
157+ 6.53% |
$5.03K - $5.51K
|
2.56K
$85.3K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
147New |
$4.71K - $5.16K
|
147
$4.89K
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
97+ 1.06% |
$3.11K - $3.41K
|
9.21K
$306K
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
56New |
$1.79K - $1.97K
|
56
$1.86K
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
49+ 0.33% |
$1.57K - $1.72K
|
14.9K
$494K
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
33+ 2.37% |
$1.06K - $1.16K
|
1.43K
$47.5K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
15+ 0.39% |
$481 - $527
|
3.83K
$127K
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
9+ 2.05% |
$288 - $316
|
448
$14.9K
|