Latest Institutional Sells of Spdr Ser Tr Spdr Ice Pfd Sec E (PSK)
This list provides information on the latest institutional transactions involving Spdr Ser Tr Spdr Ice Pfd Sec E (PSK) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-545- 51.37% |
$18K - $18.9K
|
516
$16.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-199- 78.35% |
$6.56K - $6.91K
|
55
$1.77K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-193- 39.15% |
$6.37K - $6.7K
|
300
$9.68K
|
|
| Q1 2024 | |||||||
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-13.2K- 8.27% |
$441K - $464K
|
146K
$4.71M
|
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-2.01K- 4.03% |
$67.2K - $70.8K
|
47.8K
$1.54M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1.05K- 24.44% |
$35.1K - $36.9K
|
3.23K
$104K
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-710- 7.55% |
$23.8K - $25K
|
8.7K
$281K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-403- 4.57% |
$13.5K - $14.2K
|
8.42K
$272K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-397- 83.05% |
$13.3K - $14K
|
81
$2.61K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-269- 1.51% |
$9.02K - $9.49K
|
17.6K
$566K
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-195- 3.21% |
$6.54K - $6.88K
|
5.87K
$189K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-38- 41.3% |
$1.27K - $1.34K
|
54
$1.74K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-46.9K- 85.89% |
$1.42M - $1.59M
|
7.71K
$249K
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-2.64K- 14.08% |
$79.5K - $89.3K
|
16.1K
$518K
|
|
|
Feb 05, 2024
Q4 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-2.63K- 13.33% |
$79.2K - $89K
|
17.1K
$551K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-1.6K- 16.49% |
$48.3K - $54.2K
|
8.1K
$261K
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-865- 2.97% |
$26.1K - $29.3K
|
28.2K
$910K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-813- 26.23% |
$24.5K - $27.6K
|
2.29K
$73.8K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-600- 34.78% |
$18.1K - $20.3K
|
1.13K
$36.3K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-448- 49.89% |
$13.5K - $15.2K
|
450
$14.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-97- 25.53% |
$2.93K - $3.29K
|
283
$9.13K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.65K- 15.06% |
$279K - $292K
|
48.8K
$1.57M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-2K- 90.33% |
$64.6K - $67.5K
|
214
$6.9K
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-235- 6.23% |
$7.59K - $7.94K
|
3.54K
$114K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-134- 1.21% |
$4.33K - $4.53K
|
11K
$353K
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-101- 1.47% |
$3.26K - $3.41K
|
6.77K
$218K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-75- 6.82% |
$2.42K - $2.53K
|
1.03K
$33.1K
|
|
| Q2 2023 | |||||||
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
SELL
|
- |
-51.9KClosed |
$1.65M - $1.8M
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-12.4K- 45.76% |
$395K - $429K
|
14.7K
$474K
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.7K- 4.74% |
$118K - $128K
|
74.2K
$2.39M
|
|
|
Aug 02, 2023
Q2 2023
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-3.27K- 55.28% |
$104K - $113K
|
2.64K
$85.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-2.34K- 24.9% |
$74.5K - $80.9K
|
7.05K
$227K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.35KClosed |
$43K - $46.8K
|
0
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.31K- 22.98% |
$41.8K - $45.4K
|
4.39K
$142K
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-815- 37.64% |
$26K - $28.2K
|
1.35K
$43.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-578- 6.31% |
$18.4K - $20K
|
8.58K
$277K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-486- 5.08% |
$15.5K - $16.8K
|
9.08K
$293K
|
|
|
Aug 09, 2023
Q2 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-300- 4.44% |
$9.56K - $10.4K
|
6.45K
$208K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-100- 3.0% |
$3.19K - $3.46K
|
3.23K
$104K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-62- 80.52% |
$1.98K - $2.15K
|
15
$484
|
|
| Q1 2023 | |||||||
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-37.5K- 86.35% |
$1.21M - $1.39M
|
5.93K
$191K
|
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-897- 56.06% |
$29K - $33.2K
|
703
$22.7K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-730- 81.11% |
$23.6K - $27K
|
170
$5.48K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-283- 3.63% |
$9.15K - $10.5K
|
7.5K
$242K
|
|
| Q4 2022 | |||||||
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-26.4K- 40.78% |
$846K - $927K
|
38.3K
$1.24M
|
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-12.4K- 55.93% |
$396K - $435K
|
9.75K
$314K
|
|
|
Jan 03, 2023
Q4 2022
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-8.14K- 15.04% |
$261K - $286K
|
45.9K
$1.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-711- 2.98% |
$22.8K - $25K
|
23.2K
$747K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-711- 0.39% |
$22.8K - $25K
|
183K
$5.91M
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-418- 5.69% |
$13.4K - $14.7K
|
6.93K
$223K
|
|