Purchases and Sales Made in Q2 2025 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 Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
1.2MNew |
$37.4M - $38.8M
|
1.2M
$38.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
784K+ 81.86% |
$24.4M - $25.3M
|
1.74M
$56.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
163KNew |
$5.06M - $5.26M
|
163K
$5.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
76K+ 234.1% |
$2.36M - $2.45M
|
108K
$3.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
68.4K+ 32.24% |
$2.12M - $2.2M
|
280K
$9.04M
|
|
|
Aug 06, 2025
Q2 2025
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
56K+ 20.34% |
$1.74M - $1.81M
|
331K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
50.4KNew |
$1.56M - $1.62M
|
50.4K
$1.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
40.1KNew |
$1.24M - $1.29M
|
40.1K
$1.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
38KNew |
$1.18M - $1.22M
|
38K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
28K+ 31.59% |
$871K - $904K
|
117K
$3.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
21.5K+ 7.55% |
$666K - $692K
|
306K
$9.86M
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
16K+ 8.64% |
$497K - $516K
|
201K
$6.49M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.3K+ 2.71% |
$476K - $495K
|
582K
$18.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.7KNew |
$458K - $476K
|
14.7K
$476K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.7KNew |
$457K - $475K
|
14.7K
$475K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.5K+ 41.36% |
$450K - $467K
|
49.5K
$1.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
9.58K+ 64.92% |
$297K - $309K
|
24.3K
$784K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
9.46K+ 6.55% |
$294K - $305K
|
154K
$4.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
8.42K+ 3.04% |
$261K - $271K
|
285K
$9.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
7.27KNew |
$226K - $235K
|
7.27K
$235K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
7K+ 45.96% |
$217K - $226K
|
22.2K
$716K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.94KNew |
$216K - $224K
|
6.94K
$224K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.46K+ 8.32% |
$201K - $208K
|
84.1K
$2.71M
|
|
|
Aug 01, 2025
Q2 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
6.23K+ 4.45% |
$194K - $201K
|
146K
$4.71M
|
|
|
Aug 12, 2025
Q2 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
4.59K+ 171.02% |
$142K - $148K
|
7.27K
$234K
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
4.58K+ 35.08% |
$142K - $148K
|
17.6K
$569K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.57K+ 9.23% |
$142K - $147K
|
54.1K
$1.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.49KNew |
$139K - $145K
|
4.49K
$145K
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
3.45K+ 6.51% |
$107K - $111K
|
56.4K
$1.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.22K+ 22.08% |
$100K - $104K
|
17.8K
$574K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.05KNew |
$94.6K - $98.2K
|
3.05K
$98.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.56K+ 30.85% |
$79.4K - $82.4K
|
10.8K
$350K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.5K+ 18.69% |
$77.8K - $80.7K
|
15.9K
$513K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.26K+ 24.07% |
$70.2K - $72.9K
|
11.7K
$376K
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
2.05K+ 12.79% |
$63.7K - $66.1K
|
18.1K
$583K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.8K+ 9.34% |
$55.8K - $58K
|
21K
$678K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.43K+ 14.69% |
$44.5K - $46.2K
|
11.2K
$361K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.35K+ 19.79% |
$41.9K - $43.5K
|
8.17K
$264K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.01K+ 4.6% |
$31.3K - $32.5K
|
22.9K
$738K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
886+ 11.63% |
$27.5K - $28.6K
|
8.51K
$274K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
874+ 40.75% |
$27.2K - $28.2K
|
3.02K
$97.4K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
872+ 13.69% |
$27.1K - $28.1K
|
7.24K
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
773+ 3.23% |
$24K - $24.9K
|
24.7K
$798K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
763+ 3.6% |
$23.7K - $24.6K
|
22K
$709K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
656+ 4.27% |
$20.4K - $21.2K
|
16K
$516K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
622+ 2.12% |
$19.3K - $20.1K
|
29.9K
$965K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
615New |
$19.1K - $19.8K
|
615
$19.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
578+ 6.35% |
$18K - $18.6K
|
9.68K
$312K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
486+ 132.43% |
$15.1K - $15.7K
|
853
$27.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
448+ 1.19% |
$13.9K - $14.4K
|
38.2K
$1.23M
|
|