Purchases and Sales Made in Q4 2023 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 2023. 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 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
219KNew |
$6.59M - $7.41M
|
219K
$7.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
208K+ 77.23% |
$6.27M - $7.04M
|
477K
$15.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
147K+ 138.87% |
$4.44M - $4.99M
|
253K
$8.43M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
129K+ 296.84% |
$3.9M - $4.38M
|
173K
$5.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
119KNew |
$3.59M - $4.03M
|
119K
$3.96M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
95.9KNew |
$2.89M - $3.25M
|
95.9K
$3.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
90.7K+ 56.83% |
$2.74M - $3.07M
|
250K
$8.33M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
90.2KNew |
$2.72M - $3.06M
|
90.2K
$3M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
77.4KNew |
$2.34M - $2.62M
|
77.4K
$2.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
39.9K+ 5.25% |
$1.21M - $1.35M
|
801K
$26.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
38.7KNew |
$1.17M - $1.31M
|
38.7K
$1.29M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
29.5K+ 14.96% |
$889K - $999K
|
226K
$7.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
23.8KNew |
$720K - $808K
|
23.8K
$793K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23.8K+ 89.41% |
$717K - $805K
|
50.4K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22K+ 96.74% |
$665K - $746K
|
44.8K
$1.49M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
21.7KNew |
$654K - $735K
|
21.7K
$721K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
18.5K+ 165.05% |
$557K - $626K
|
29.7K
$987K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
17.5K+ 12.37% |
$529K - $594K
|
159K
$5.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.7K+ 846.56% |
$504K - $566K
|
18.7K
$622K
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
BUY
|
- |
16.3KNew |
$492K - $553K
|
16.3K
$543K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.2K+ 3.27% |
$459K - $516K
|
481K
$16M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
12.1KNew |
$366K - $411K
|
12.1K
$403K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
11.5K+ 147.6% |
$348K - $391K
|
19.3K
$644K
|
|
|
Jan 09, 2024
Q4 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
11.3K+ 10.55% |
$341K - $383K
|
118K
$3.94M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
10.7KNew |
$323K - $363K
|
10.7K
$356K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9.6K+ 70.59% |
$290K - $325K
|
23.2K
$772K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
9.57K+ 74.21% |
$289K - $324K
|
22.5K
$747K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.48KNew |
$286K - $321K
|
9.48K
$315K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.65K+ 20.71% |
$261K - $293K
|
50.4K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.04KNew |
$243K - $272K
|
8.04K
$267K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7.6KNew |
$229K - $258K
|
7.6K
$253K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.36K+ 33.74% |
$222K - $249K
|
29.2K
$970K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.12K+ 5.46% |
$215K - $241K
|
138K
$4.58M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
6.81KNew |
$205K - $231K
|
6.81K
$227K
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
6.69KNew |
$202K - $227K
|
6.69K
$223K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
6.34K+ 4.76% |
$191K - $215K
|
140K
$4.64M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.25K+ 48.35% |
$189K - $212K
|
19.2K
$638K
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
6.07KNew |
$183K - $206K
|
6.07K
$202K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.89K+ 44.04% |
$178K - $200K
|
19.3K
$641K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
5.88K+ 5.13% |
$177K - $199K
|
121K
$4.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5.69K+ 14.86% |
$172K - $193K
|
44K
$1.46M
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
3.64K+ 19.69% |
$110K - $123K
|
22.1K
$737K
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
2.39K+ 5.04% |
$72.1K - $81K
|
49.8K
$1.66M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.2KNew |
$66.4K - $74.6K
|
2.2K
$73.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
2.16KNew |
$65K - $73.1K
|
2.16K
$71.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2K+ 28.74% |
$60.2K - $67.6K
|
8.94K
$297K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.47K+ 6.76% |
$44.2K - $49.6K
|
23.1K
$770K
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
BUY
|
- |
1.43K+ 17.8% |
$43K - $48.3K
|
9.44K
$314K
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.29K+ 2.33% |
$39K - $43.9K
|
56.9K
$1.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.2KNew |
$36.2K - $40.7K
|
1.2K
$39.9K
|