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 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
981+ 6.89% |
$29.6K - $33.2K
|
15.2K
$507K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
975New |
$29.4K - $33K
|
975
$32.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
BUY
|
- |
900+ 2.43% |
$27.2K - $30.5K
|
38K
$1.26M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
740+ 3.0% |
$22.3K - $25.1K
|
25.4K
$844K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
666New |
$20.1K - $22.6K
|
666
$22.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
605+ 38.1% |
$18.3K - $20.5K
|
2.19K
$73K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
528New |
$15.9K - $17.9K
|
528
$17.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
495New |
$14.9K - $16.8K
|
495
$16.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
420+ 153.28% |
$12.7K - $14.2K
|
694
$23.1K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
413+ 1.45% |
$12.5K - $14K
|
29K
$964K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
391New |
$11.8K - $13.3K
|
391
$13K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
373New |
$11.3K - $12.6K
|
373
$12.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
368+ 5.61% |
$11.1K - $12.5K
|
6.93K
$230K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
332+ 2.24% |
$10K - $11.3K
|
15.1K
$504K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
304+ 15.03% |
$9.17K - $10.3K
|
2.33K
$77.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
295+ 1.98% |
$8.9K - $10K
|
15.2K
$505K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
175+ 5833.33% |
$5.28K - $5.93K
|
178
$5.92K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
156New |
$4.71K - $5.29K
|
156
$5.19K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
52New |
$1.57K - $1.76K
|
52
$1.73K
|
|
|
Feb 08, 2024
Q4 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
50+ 0.53% |
$1.51K - $1.69K
|
9.48K
$315K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
34New |
$1.03K - $1.15K
|
34
$1.13K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
34New |
$1.03K - $1.15K
|
34
$1.13K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
34New |
$1.03K - $1.15K
|
34
$1.13K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
22+ 0.26% |
$664 - $746
|
8.53K
$284K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
20+ 0.19% |
$603 - $678
|
10.5K
$350K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
16New |
$483 - $542
|
16
$532
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
12+ 0.28% |
$362 - $407
|
4.28K
$142K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
11+ 2.36% |
$332 - $373
|
478
$15.9K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
11+ 2.19% |
$332 - $373
|
514
$17.1K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
6+ 1.0% |
$181 - $203
|
606
$20.2K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5New |
$151 - $169
|
5
$166
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
3New |
$90.5 - $102
|
3
$99.8
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2+ 3.92% |
$60.3 - $67.8
|
53
$1.76K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-89- 1.17% |
$2.69K - $3.02K
|
7.51K
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-97- 25.53% |
$2.93K - $3.29K
|
283
$9.42K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-113- 0.11% |
$3.41K - $3.83K
|
99K
$3.29M
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-115- 0.45% |
$3.47K - $3.9K
|
25.2K
$837K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-125- 4.87% |
$3.77K - $4.24K
|
2.44K
$81.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-175- 1.62% |
$5.28K - $5.93K
|
10.6K
$353K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-185- 1.68% |
$5.58K - $6.27K
|
10.9K
$361K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-200- 2.19% |
$6.03K - $6.78K
|
8.93K
$297K
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-217- 0.85% |
$6.55K - $7.35K
|
25.3K
$843K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-238- 48.37% |
$7.18K - $8.07K
|
254
$8.45K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-250- 12.76% |
$7.54K - $8.47K
|
1.71K
$56.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-343- 52.53% |
$10.3K - $11.6K
|
310
$10.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-349- 1.77% |
$10.5K - $11.8K
|
19.3K
$644K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-350- 2.21% |
$10.6K - $11.9K
|
15.5K
$516K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-390- 5.9% |
$11.8K - $13.2K
|
6.23K
$207K
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-436- 0.36% |
$13.2K - $14.8K
|
119K
$3.97M
|