Apollon Wealth Management
PSK icon

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

Apollon 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
2025
Q3 		– Sell
-12,335
Closed -$392K – 1360
2025
Q2 		$392K Sell
12,335
-3,398
-22% -$107K 0.01% 893
2025
Q1 		$510K Sell
15,733
-653
-4% -$21.7K 0.01% 738
2024
Q4 		$541K Sell
16,386
-304
-2% -$10.5K 0.01% 720
2024
Q3 		$595K Sell
16,690
-1,136
-6% -$39.3K 0.02% 644
2024
Q2 		$605K Sell
17,826
-1,643
-8% -$55.5K 0.02% 609
2024
Q1 		$679K Buy
19,469
+124
+0.6% +$4.28K 0.02% 586
2023
Q4 		$648K Sell
19,345
-349
-2% -$11.2K 0.02% 584
2023
Q3 		$639K Sell
19,694
-14
-0.1% -$462 0.03% 485
2023
Q2 		$660K Sell
19,708
-677
-3% -$22.7K 0.03% 522
2023
Q1 		$692K Sell
20,385
-47
-0.2% -$1.65K 0.04% 434
2022
Q4 		$671K Buy
+20,432
New +$689K 0.05% 414
2022
Q2 		– Sell
-5,453
Closed -$213K – 793
2022
Q1 		$213K Hold
5,453
– – 0.02% 675
2021
Q4 		$234K Buy
+5,453
New +$233K 0.02% 655

Other funds holding PSK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16B AUM 26.77% 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

Apollon Wealth Management's PSK Position: Q3 2025 in Review

Apollon Wealth Management sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q3 2025, closing a stake of 12,335 shares — an estimated $392K sold.

Apollon Wealth Management first reported a position in PSK in Q4 2021 and held it in 13 quarters. The position peaked at $692K in Q1 2023. 167 funds tracked by Wall St. Rank hold PSK as of Q3 2025.

  • Apollon Wealth Management reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q3 2025 after selling out during the quarter.
  • Apollon Wealth Management sold 12,335 State Street SPDR ICE Preferred Securities ETF shares in Q3 2025, an estimated $392K.
  • Apollon Wealth Management first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2021 and held it in 13 quarters.
  • Apollon Wealth Management's State Street SPDR ICE Preferred Securities ETF position peaked at $692K in Q1 2023.
  • 167 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q3 2025.

Based on Apollon Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.