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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
8+ 0.68% |
$256 - $281
|
1.18K
$39.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8+ 0.07% |
$256 - $281
|
12K
$400K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
6+ 2.16% |
$192 - $211
|
284
$9.45K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3New |
$96.1 - $105
|
3
$99.8
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
2+ 0.67% |
$64.1 - $70.2
|
301
$10K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-100- 2.92% |
$3.2K - $3.51K
|
3.33K
$111K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-157- 96.32% |
$5.03K - $5.51K
|
6
$200
|
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-164- 0.64% |
$5.25K - $5.76K
|
25.3K
$843K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-184- 42.3% |
$5.9K - $6.46K
|
251
$8.35K
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-190- 88.37% |
$6.09K - $6.67K
|
25
$832
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-195- 3.32% |
$6.25K - $6.85K
|
5.68K
$189K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-233- 1.71% |
$7.47K - $8.18K
|
13.4K
$445K
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-238- 2.58% |
$7.63K - $8.36K
|
8.99K
$299K
|
|
|
Jan 20, 2023
Q4 2022
|
Powers Advisory Group, LLC
|
SELL
|
- |
-318- 0.75% |
$10.2K - $11.2K
|
41.9K
$1.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-369- 1.19% |
$11.8K - $13K
|
30.7K
$1.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-418- 5.69% |
$13.4K - $14.7K
|
6.93K
$230K
|
|
|
Jan 23, 2023
Q4 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-419- 0.35% |
$13.4K - $14.7K
|
121K
$4.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-439- 0.85% |
$14.1K - $15.4K
|
51.3K
$1.71M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-539- 47.78% |
$17.3K - $18.9K
|
589
$19.6K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-700- 38.89% |
$22.4K - $24.6K
|
1.1K
$36.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-711- 0.39% |
$22.8K - $25K
|
183K
$6.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-711- 2.98% |
$22.8K - $25K
|
23.2K
$770K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-800- 41.91% |
$25.6K - $28.1K
|
1.11K
$36.9K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-944- 4.67% |
$30.2K - $33.2K
|
19.3K
$641K
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-991- 0.86% |
$31.8K - $34.8K
|
115K
$3.82M
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-1K- 3.57% |
$32.2K - $35.3K
|
27.1K
$902K
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.18K- 13.4% |
$37.9K - $41.5K
|
7.64K
$254K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.35K- 8.49% |
$43.1K - $47.3K
|
14.5K
$483K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.36K- 2.62% |
$43.7K - $47.9K
|
50.7K
$1.69M
|
|
|
Jan 20, 2023
Q4 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-1.55K- 12.99% |
$49.6K - $54.4K
|
10.4K
$345K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.69K- 63.3% |
$54.1K - $59.4K
|
980
$32.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.78K- 1.61% |
$57.1K - $62.6K
|
109K
$3.62M
|
|
|
Jan 20, 2023
Q4 2022
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-1.94K- 16.99% |
$62.1K - $68.1K
|
9.47K
$315K
|
|
|
Aug 21, 2023
Q4 2022
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-1.94K- 16.99% |
$62.1K - $68.1K
|
9.47K
$315K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-2.35K- 34.19% |
$75.3K - $82.5K
|
4.52K
$150K
|
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-2.36K- 1.41% |
$75.7K - $83K
|
165K
$5.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.72K- 3.13% |
$87.2K - $95.6K
|
84.3K
$2.81M
|
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-2.85K- 8.77% |
$91.2K - $100K
|
29.6K
$985K
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
SELL
|
- |
-2.94K- 9.39% |
$94.3K - $103K
|
28.4K
$945K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.2K- 6.73% |
$103K - $112K
|
44.4K
$1.48M
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-3.25K- 22.14% |
$104K - $114K
|
11.4K
$380K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.27K- 4.52% |
$105K - $115K
|
69.1K
$2.3M
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-3.6K- 25.96% |
$115K - $127K
|
10.3K
$342K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.64K- 4.64% |
$117K - $128K
|
74.9K
$2.49M
|
|
|
Jan 12, 2023
Q4 2022
|
Bath Savings Trust CO
|
SELL
|
- |
-3.93K- 6.92% |
$126K - $138K
|
52.8K
$1.76M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-4.6K- 36.9% |
$147K - $162K
|
7.86K
$262K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-5.34K- 49.98% |
$171K - $188K
|
5.34K
$178K
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-5.88K- 14.58% |
$188K - $207K
|
34.5K
$1.15M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.95K- 14.23% |
$191K - $209K
|
35.9K
$1.19M
|