Purchases and Sales Made in Q4 2024 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 2024. 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 |
---|---|---|---|---|---|---|---|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
291KNew |
$9.52M - $10.4M
|
291K
$9.67M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
234KNew |
$7.65M - $8.36M
|
234K
$7.77M
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
105K+ 81.07% |
$3.42M - $3.74M
|
234K
$7.77M
|
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
87.6KNew |
$2.87M - $3.14M
|
87.6K
$2.91M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
78.4KNew |
$2.57M - $2.81M
|
78.4K
$2.61M
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
72.3K+ 727.44% |
$2.37M - $2.59M
|
82.2K
$2.74M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
49K+ 13.32% |
$1.61M - $1.76M
|
417K
$13.9M
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
40.2K+ 48.18% |
$1.32M - $1.44M
|
124K
$4.11M
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
35.8KNew |
$1.17M - $1.28M
|
35.8K
$1.19M
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
29.2K+ 5.37% |
$958K - $1.05M
|
574K
$19.1M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.2K+ 41.24% |
$759K - $830K
|
79.4K
$2.64M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.7K+ 988.18% |
$515K - $563K
|
17.3K
$576K
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
14.4K+ 759.18% |
$473K - $517K
|
16.3K
$543K
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
14.1K+ 3.15% |
$461K - $505K
|
461K
$15.3M
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
13.2K+ 8.72% |
$432K - $473K
|
165K
$5.48M
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
11K+ 30.56% |
$360K - $394K
|
47K
$1.56M
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
10.6KNew |
$347K - $379K
|
10.6K
$352K
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
10.2KNew |
$334K - $365K
|
10.2K
$339K
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.88KNew |
$258K - $282K
|
7.88K
$262K
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
7.28K+ 12.47% |
$238K - $261K
|
65.6K
$2.18M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.71KNew |
$220K - $240K
|
6.71K
$223K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
6.68K+ 4.46% |
$219K - $239K
|
157K
$5.21M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
6.65KNew |
$218K - $238K
|
6.65K
$221K
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
6.6K+ 25.35% |
$216K - $236K
|
32.6K
$1.09M
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
6.42K+ 15.79% |
$210K - $230K
|
47.1K
$1.57M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.65K+ 181.92% |
$185K - $202K
|
8.75K
$291K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.44K+ 6.7% |
$145K - $159K
|
70.8K
$2.35M
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.53K+ 56.9% |
$82.9K - $90.7K
|
6.98K
$232K
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.22K+ 1.72% |
$72.7K - $79.5K
|
131K
$4.37M
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.74K+ 3.37% |
$57.1K - $62.4K
|
53.4K
$1.78M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.43K+ 19.55% |
$46.9K - $51.3K
|
8.76K
$291K
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.17K+ 13.44% |
$38.4K - $41.9K
|
9.88K
$329K
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.15K+ 8.6% |
$37.6K - $41.1K
|
14.5K
$483K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.12K+ 8.77% |
$36.5K - $39.9K
|
13.8K
$460K
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.09KNew |
$35.6K - $38.9K
|
1.09K
$36.2K
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
925+ 0.41% |
$30.3K - $33.1K
|
228K
$7.59M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
880+ 112.68% |
$28.8K - $31.5K
|
1.66K
$55.3K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
453+ 0.74% |
$14.8K - $16.2K
|
61.3K
$2.04M
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
240+ 2.11% |
$7.86K - $8.59K
|
11.6K
$386K
|
|
Feb 04, 2025
Q4 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
208+ 2.1% |
$6.81K - $7.45K
|
10.1K
$336K
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
194+ 2.49% |
$6.35K - $6.95K
|
7.99K
$266K
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
178+ 1.59% |
$5.83K - $6.37K
|
11.4K
$379K
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
142+ 1.92% |
$4.65K - $5.09K
|
7.55K
$251K
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
141New |
$4.62K - $5.05K
|
141
$4.69K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
68+ 21.94% |
$2.23K - $2.44K
|
378
$12.6K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12New |
$393 - $430
|
12
$399
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
11+ 1.03% |
$360 - $394
|
1.08K
$36K
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
9+ 0.15% |
$295 - $322
|
6.21K
$206K
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
4New |
$131 - $143
|
4
$133
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-10- 0.45% |
$328 - $358
|
2.2K
$73.3K
|