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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Golden Green, Inc.
|
BUY
|
- |
502+ 1.66% |
$16.1K - $17.6K
|
30.7K
$1.03M
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
8+ 0.68% |
$256 - $281
|
1.18K
$39.6K
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
153KNew |
$4.91M - $5.38M
|
153K
$5.13M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.4KNew |
$44.9K - $49.2K
|
1.4K
$46.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
875New |
$28K - $30.7K
|
875
$29.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
7.01KNew |
$225K - $246K
|
7.01K
$235K
|
|
|
Jan 03, 2023
Q4 2022
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-8.14K- 15.04% |
$261K - $286K
|
45.9K
$1.54M
|
|
| Q3 2022 | |||||||
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-492Closed |
$16.8K - $19K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
900New |
$30.8K - $34.7K
|
900
$30.2K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
121New |
$4.14K - $4.67K
|
121
$4.06K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
13+ 1.53% |
$445 - $502
|
864
$29K
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
805New |
$27.5K - $31.1K
|
805
$27K
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
191+ 1.49% |
$6.53K - $7.37K
|
13K
$437K
|
|
|
Nov 07, 2022
Q3 2022
|
Essex LLC
|
SELL
|
- |
-175- 2.72% |
$5.99K - $6.75K
|
6.26K
$210K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.5KClosed |
$120K - $135K
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-5.95K- 41.03% |
$204K - $230K
|
8.56K
$287K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
582New |
$19.9K - $22.5K
|
582
$19.5K
|
|
|
Oct 31, 2022
Q3 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.75K- 27.53% |
$94.1K - $106K
|
7.24K
$243K
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
8.57KNew |
$293K - $331K
|
8.57K
$287K
|
|
|
Oct 21, 2022
Q3 2022
|
Kcs Wealth Advisory
|
SELL
|
- |
-264- 2.68% |
$9.03K - $10.2K
|
9.6K
$322K
|
|
|
Oct 21, 2022
Q3 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
7.94KNew |
$272K - $306K
|
7.94K
$266K
|
|
|
Oct 20, 2022
Q3 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
30.6KNew |
$1.05M - $1.18M
|
30.6K
$1.03M
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
SELL
|
- |
-6.65K- 79.64% |
$227K - $257K
|
1.7K
$57K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-92- 58.97% |
$3.15K - $3.55K
|
64
$2.15K
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
125+ 24.22% |
$4.31K - $4.84K
|
641
$21.5K
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-765Closed |
$26.4K - $29.6K
|
0
$0
|
|
|
Aug 24, 2022
Q2 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-3.39K- 29.35% |
$117K - $131K
|
8.16K
$274K
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-44.4KClosed |
$1.53M - $1.72M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.53KClosed |
$52.6K - $59K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
156KNew |
$5.38M - $6.03M
|
156K
$5.23M
|
|
|
Aug 15, 2022
Q2 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-15.8KClosed |
$543K - $609K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.7KClosed |
$58.6K - $65.7K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
360New |
$12.4K - $13.9K
|
360
$12.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-473Closed |
$16.3K - $18.3K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-700Closed |
$24.1K - $27.1K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-5.39K- 38.34% |
$186K - $208K
|
8.66K
$291K
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-50.6KClosed |
$1.75M - $1.96M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
476New |
$16.4K - $18.4K
|
476
$16K
|
|
|
Aug 11, 2022
Q2 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-10.7KClosed |
$369K - $414K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-20KClosed |
$690K - $774K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
11.9KNew |
$412K - $462K
|
11.9K
$401K
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-17.3KClosed |
$598K - $671K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
63.1KNew |
$2.18M - $2.44M
|
63.1K
$2.12M
|
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
BUY
|
- |
242New |
$8.35K - $9.36K
|
242
$8.11K
|
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
SELL
|
- |
-5.72KClosed |
$197K - $221K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
400+ 4.19% |
$13.8K - $15.5K
|
9.95K
$333K
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-286Closed |
$9.86K - $11.1K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.67KNew |
$127K - $142K
|
3.67K
$123K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.1K- 30.36% |
$38K - $42.6K
|
2.53K
$84.7K
|
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
BUY
|
- |
125KNew |
$4.3M - $4.83M
|
125K
$4.18M
|
|