Latest Institutional Transactions on Spdr Ser Tr Spdr Ice Pfd Sec E (PSK)
This table provides information on the latest institutional transactions involving Spdr Ser Tr Spdr Ice Pfd Sec E (PSK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
156New |
$4.71K - $5.29K
|
156
$5.23K
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
175+ 5833.33% |
$5.28K - $5.93K
|
178
$5.97K
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-97- 25.53% |
$2.93K - $3.29K
|
283
$9.49K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
52New |
$1.57K - $1.76K
|
52
$1.74K
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.04KNew |
$243K - $272K
|
8.04K
$270K
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
6.69KNew |
$202K - $227K
|
6.69K
$224K
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-1.6K- 16.49% |
$48.3K - $54.2K
|
8.1K
$272K
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9.6K+ 70.59% |
$290K - $325K
|
23.2K
$778K
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
666New |
$20.1K - $22.6K
|
666
$22.3K
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.2KNew |
$36.2K - $40.7K
|
1.2K
$40.2K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
22+ 0.26% |
$664 - $746
|
8.53K
$286K
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
38.7KNew |
$1.17M - $1.31M
|
38.7K
$1.3M
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
34New |
$1.03K - $1.15K
|
34
$1.14K
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
12.1KNew |
$366K - $411K
|
12.1K
$407K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
528New |
$15.9K - $17.9K
|
528
$17.7K
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
23.8KNew |
$720K - $808K
|
23.8K
$800K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
391New |
$11.8K - $13.3K
|
391
$13.1K
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
332+ 2.24% |
$10K - $11.3K
|
15.1K
$508K
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-448- 49.89% |
$13.5K - $15.2K
|
450
$15.1K
|
|
Feb 05, 2024
Q4 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-2.63K- 13.33% |
$79.2K - $89K
|
17.1K
$573K
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-865- 2.97% |
$26.1K - $29.3K
|
28.2K
$946K
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7.6KNew |
$229K - $258K
|
7.6K
$255K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
304+ 15.03% |
$9.17K - $10.3K
|
2.33K
$78K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
495New |
$14.9K - $16.8K
|
495
$16.6K
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-600- 34.78% |
$18.1K - $20.3K
|
1.13K
$37.7K
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-2.64K- 14.08% |
$79.5K - $89.3K
|
16.1K
$539K
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-813- 26.23% |
$24.5K - $27.6K
|
2.29K
$76.7K
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-46.9K- 85.89% |
$1.42M - $1.59M
|
7.71K
$259K
|
|
Q3 2023 | |||||||
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
25New |
$807 - $844
|
25
$838
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
267+ 0.65% |
$8.62K - $9.02K
|
41.3K
$1.39M
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.65K- 15.06% |
$279K - $292K
|
48.8K
$1.63M
|
|
Nov 09, 2023
Q3 2023
|
Sws Partners
|
BUY
|
- |
164+ 0.49% |
$5.3K - $5.54K
|
33.6K
$1.13M
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-2K- 90.33% |
$64.6K - $67.5K
|
214
$7.18K
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.38K- 15.98% |
$44.4K - $46.5K
|
7.24K
$243K
|
|
Nov 02, 2023
Q3 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
1.28K+ 0.6% |
$41.3K - $43.2K
|
216K
$7.24M
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-10.1K- 96.51% |
$328K - $342K
|
367
$12.3K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
862New |
$27.8K - $29.1K
|
862
$28.9K
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-101- 1.47% |
$3.26K - $3.41K
|
6.77K
$227K
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-235- 6.23% |
$7.59K - $7.94K
|
3.54K
$119K
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-134- 1.21% |
$4.33K - $4.53K
|
11K
$367K
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-75- 6.82% |
$2.42K - $2.53K
|
1.03K
$34.4K
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
185New |
$5.98K - $6.25K
|
185
$6.2K
|
|
Q2 2023 | |||||||
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.35KClosed |
$43K - $46.8K
|
0
$0
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-62- 80.52% |
$1.98K - $2.15K
|
15
$503
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
SELL
|
- |
-51.9KClosed |
$1.65M - $1.8M
|
0
$0
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3KNew |
$95.6K - $104K
|
3K
$101K
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3KNew |
$95.6K - $104K
|
3K
$101K
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
3.12KNew |
$99.4K - $108K
|
3.12K
$105K
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-12.4K- 45.76% |
$395K - $429K
|
14.7K
$493K
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
279+ 3.62% |
$8.89K - $9.66K
|
8K
$268K
|