AF
PSK icon

Advisornet Financial’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Advisornet Financial’s Portfolio PSK Stock Details PSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-64
Closed -$2K – 2461
2022
Q3 		$2K Sell
64
-92
-59% -$3.35K ﹤0.01% 1694
2022
Q2 		$6K Buy
156
+1
+0.6% +$36 ﹤0.01% 1479
2022
Q1 		$6K Sell
155
-9,549
-98% -$381K ﹤0.01% 1581
2021
Q4 		$416K Hold
9,704
– – 0.03% 432
2021
Q3 		$422K Buy
9,704
+82
+0.9% +$3.58K 0.03% 400
2021
Q2 		$425K Buy
9,622
+51
+0.5% +$2.23K 0.03% 409
2021
Q1 		$416K Sell
9,571
-2,171
-18% -$93.6K 0.03% 393
2020
Q4 		$521K Buy
11,742
+200
+2% +$8.77K 0.04% 332
2020
Q3 		$502K Sell
11,542
-805
-7% -$34.7K 0.04% 334
2020
Q2 		$517K Buy
12,347
+354
+3% +$14.7K 0.04% 334
2020
Q1 		$470K Buy
11,993
+4,115
+52% +$175K 0.04% 319
2019
Q4 		$347K Sell
7,878
-400
-5% -$17.5K 0.03% 396
2019
Q3 		$366K Sell
8,278
-300
-3% -$13.1K 0.03% 382
2019
Q2 		$371K Sell
8,578
-400
-4% -$17.1K 0.04% 356
2019
Q1 		$383K Buy
8,978
+540
+6% +$22.6K 0.05% 319
2018
Q4 		$334K Buy
8,438
+1,810
+27% +$73.7K 0.05% 306
2018
Q3 		$283K Buy
6,628
+1,275
+24% +$55K 0.04% 360
2018
Q2 		$233K Buy
5,353
+2,293
+75% +$98.5K 0.03% 371
2018
Q1 		$133K Buy
3,060
+250
+9% +$10.8K 0.02% 469
2017
Q4 		$124K Buy
+2,810
New +$125K 0.02% 436

Other funds holding PSK

PFS Investments
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
F.L. Putnam Investment Management
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
PL
Protective Life Birmingham, Alabama $14M AUM 7.42% 1-Year Est. Return
CFG
CNO Financial Group Carmel, Indiana $175M AUM 2.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Advisornet Financial's PSK Position: Q4 2022 in Review

Advisornet Financial sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q4 2022, closing a stake of 64 shares — an estimated $2K sold.

Advisornet Financial first reported a position in PSK in Q4 2017 and held it in 20 quarters. The position peaked at $521K in Q4 2020. 199 funds tracked by Wall St. Rank hold PSK as of Q4 2022.

  • Advisornet Financial reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q4 2022 after selling out during the quarter.
  • Advisornet Financial sold 64 State Street SPDR ICE Preferred Securities ETF shares in Q4 2022, an estimated $2K.
  • Advisornet Financial first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2017 and held it in 20 quarters.
  • Advisornet Financial's State Street SPDR ICE Preferred Securities ETF position peaked at $521K in Q4 2020.
  • 199 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q4 2022.

Based on Advisornet Financial's 13F filing for Q4 2022, filed 13 Jan 2023.