AE Wealth Management’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

AE Wealth Management’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
2026 Q2	$6.91K	Hold	226	–	–	﹤0.01%	2436
2026 Q1	$6.97K	Sell	226 -864	-79%	-$27.6K	﹤0.01%	2328
2025 Q4	$34.5K	Sell	1,090 -210	-16%	-$6.79K	﹤0.01%	1922
2025 Q3	$43K	Buy	1,300 +685	+111%	+$22.3K	﹤0.01%	1748
2025 Q2	$19.5K	Buy	+615	New	+$19.4K	﹤0.01%	1770
2025 Q1	–	Sell	-624	Closed	-$20.6K	–	2254
2024 Q4	$20.6K	Buy	+624	New	+$21.6K	﹤0.01%	1730
2023 Q2	–	Sell	-11,110	Closed	-$377K	–	2021
2023 Q1	$377K	Buy	11,110 +3,031	+38%	+$106K	﹤0.01%	1460
2022 Q4	$265K	Buy	+8,079	New	+$272K	﹤0.01%	1557
2022 Q3	–	Sell	-8,095	Closed	-$290K	–	1848
2022 Q2	$290K	Buy	8,095 +268	+3%	+$9.7K	﹤0.01%	1447
2022 Q1	$305K	Sell	7,827 -2,747	-26%	-$110K	﹤0.01%	1419
2021 Q4	$454K	Sell	10,574 -2,909	-22%	-$124K	﹤0.01%	1280
2021 Q3	$586K	Sell	13,483 -2,563	-16%	-$112K	﹤0.01%	1112
2021 Q2	$710K	Buy	16,046 +1,002	+7%	+$43.7K	0.01%	980
2021 Q1	$653K	Sell	15,044 -781	-5%	-$33.7K	0.01%	912
2020 Q4	$703K	Sell	15,825 -7,641	-33%	-$335K	0.01%	839
2020 Q3	$1.02M	Sell	23,466 -6,510	-22%	-$281K	0.01%	628
2020 Q2	$1.25M	Sell	29,976 -2,526	-8%	-$105K	0.02%	546
2020 Q1	$1.27M	Sell	32,502 -4,934	-13%	-$209K	0.03%	422
2019 Q4	$1.65M	Buy	37,436 +6,254	+20%	+$274K	0.04%	396
2019 Q3	$1.38M	Buy	31,182 +25,379	+437%	+$1.11M	0.04%	355
2019 Q2	$251K	Buy	+5,803	New	+$249K	0.01%	819

Other funds holding PSK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return

CFG

CNO Financial Group Carmel, Indiana $175M AUM 2.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

AE Wealth Management's PSK Position: Q2 2026 in Review

AE Wealth Management held its State Street SPDR ICE Preferred Securities ETF (PSK) position steady in Q2 2026 at 226 shares worth $6.91K. The position accounts for ﹤0.01% of the portfolio, ranked #2436.

AE Wealth Management first reported a position in PSK in Q2 2019 and has held it in 21 quarters since. The position peaked at $1.65M in Q4 2019. 154 funds tracked by Wall St. Rank hold PSK as of Q2 2026.

AE Wealth Management held 226 shares of State Street SPDR ICE Preferred Securities ETF worth $6.91K as of Q2 2026.
AE Wealth Management left its State Street SPDR ICE Preferred Securities ETF share count unchanged in Q2 2026.
State Street SPDR ICE Preferred Securities ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2436 holding.
AE Wealth Management first reported a position in State Street SPDR ICE Preferred Securities ETF in Q2 2019 and has held it in 21 quarters since.
AE Wealth Management's State Street SPDR ICE Preferred Securities ETF position peaked at $1.65M in Q4 2019.
154 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.