AIM
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Anchor Investment Management’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Anchor Investment 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
2023
Q2 		– Sell
-1,350
Closed -$45.8K – 993
2023
Q1 		$45.8K Buy
+1,350
New +$47.3K 0.01% 545

Other funds holding PSK

SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CFG
CNO Financial Group Carmel, Indiana $174M AUM 1.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Anchor Investment Management's PSK Position: Q2 2023 in Review

Anchor Investment Management sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q2 2023, closing a stake of 1,350 shares — an estimated $45.8K sold.

Anchor Investment Management first reported a position in PSK in Q1 2023 and held it in 1 quarter. The position peaked at $45.8K in Q1 2023. 184 funds tracked by Wall St. Rank hold PSK as of Q2 2023.

  • Anchor Investment Management reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q2 2023 after selling out during the quarter.
  • Anchor Investment Management sold 1,350 State Street SPDR ICE Preferred Securities ETF shares in Q2 2023, an estimated $45.8K.
  • Anchor Investment Management first reported a position in State Street SPDR ICE Preferred Securities ETF in Q1 2023 and held it in 1 quarter.
  • Anchor Investment Management's State Street SPDR ICE Preferred Securities ETF position peaked at $45.8K in Q1 2023.
  • 184 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2023.

Based on Anchor Investment Management's 13F filing for Q2 2023, filed 2 Jan 2024.