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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-448- 49.89% |
$13.5K - $15.2K
|
450
$15K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-600- 34.78% |
$18.1K - $20.3K
|
1.13K
$37.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-765Closed |
$23.1K - $25.9K
|
0
$0
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-781- 10.76% |
$23.6K - $26.5K
|
6.48K
$216K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-813- 26.23% |
$24.5K - $27.6K
|
2.29K
$76.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-821- 89.92% |
$24.8K - $27.8K
|
92
$3.06K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-865- 10.12% |
$26.1K - $29.3K
|
7.68K
$256K
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-865- 2.97% |
$26.1K - $29.3K
|
28.2K
$939K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1K- 6.8% |
$30.2K - $33.9K
|
13.7K
$456K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.01K- 2.39% |
$30.3K - $34.1K
|
41.1K
$1.37M
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.05K- 76.36% |
$31.7K - $35.6K
|
325
$10.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
SELL
|
- |
-1.11K- 4.61% |
$33.6K - $37.8K
|
23K
$766K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.12K- 10.69% |
$33.8K - $38K
|
9.37K
$312K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.33K- 6.94% |
$40.1K - $45.1K
|
17.8K
$593K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.36K- 3.02% |
$40.9K - $46K
|
43.5K
$1.45M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.42K- 3.53% |
$42.8K - $48.1K
|
38.7K
$1.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-1.6K- 16.49% |
$48.3K - $54.2K
|
8.1K
$269K
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-2.1K- 18.25% |
$63.4K - $71.2K
|
9.41K
$313K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.2K- 27.88% |
$66.4K - $74.6K
|
5.69K
$189K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-2.42K- 27.5% |
$73K - $81.9K
|
6.37K
$212K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.61K- 7.55% |
$78.8K - $88.6K
|
32K
$1.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-2.63K- 13.33% |
$79.2K - $89K
|
17.1K
$568K
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-2.64K- 14.08% |
$79.5K - $89.3K
|
16.1K
$535K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.66K- 16.43% |
$80.1K - $90K
|
13.5K
$450K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.8K- 20.21% |
$84.4K - $94.8K
|
11K
$367K
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-2.85K- 2.13% |
$86K - $96.6K
|
131K
$4.36M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3.79K- 19.22% |
$114K - $128K
|
15.9K
$530K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.93K- 35.83% |
$149K - $167K
|
8.82K
$294K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.61K- 17.69% |
$169K - $190K
|
26.1K
$869K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.63K- 8.26% |
$170K - $191K
|
62.6K
$2.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-6.11K- 14.74% |
$184K - $207K
|
35.3K
$1.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.46K- 22.0% |
$195K - $219K
|
22.9K
$762K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-11.2K- 16.57% |
$337K - $379K
|
56.3K
$1.87M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-18.4K- 71.99% |
$555K - $623K
|
7.16K
$238K
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-19.6K- 6.97% |
$592K - $664K
|
262K
$8.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-24.1K- 43.96% |
$728K - $817K
|
30.8K
$1.02M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-34.9K- 6.76% |
$1.05M - $1.18M
|
481K
$16M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-37.8K- 12.82% |
$1.14M - $1.28M
|
257K
$8.54M
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-46.9K- 85.89% |
$1.42M - $1.59M
|
7.71K
$257K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-47K- 19.61% |
$1.42M - $1.59M
|
193K
$6.41M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-48.1K- 40.25% |
$1.45M - $1.63M
|
71.4K
$2.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-58.1K- 8.74% |
$1.75M - $1.97M
|
606K
$20.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-77.1K- 59.67% |
$2.33M - $2.61M
|
52.1K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-109K- 23.67% |
$3.29M - $3.7M
|
352K
$11.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-113K- 23.99% |
$3.41M - $3.83M
|
358K
$11.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-542K- 44.49% |
$16.4M - $18.4M
|
677K
$22.5M
|