BRWA
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B. Riley Wealth Advisors’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

B. Riley Wealth Advisors’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
2024
Q3 		– Sell
-6,429
Closed -$218K – 1398
2024
Q2 		$218K Sell
6,429
-9,739
-60% -$329K 0.01% 1190
2024
Q1 		$525K Buy
16,168
+2,656
+20% +$91.8K 0.01% 766
2023
Q4 		$453K Sell
13,512
-2,656
-16% -$85.4K 0.01% 861
2023
Q3 		$525K Sell
16,168
-33,897
-68% -$1.12M 0.01% 766
2023
Q2 		$1.68M Sell
50,065
-4,854
-9% -$163K 0.04% 415
2023
Q1 		$1.87M Sell
54,919
-1,396
-2% -$48.9K 0.05% 363
2022
Q4 		$1.85M Buy
56,315
+17,189
+44% +$580K 0.05% 360
2022
Q3 		$1.36M Buy
39,126
+9,795
+33% +$356K 0.04% 409
2022
Q2 		$1.05M Buy
29,331
+17,829
+155% +$645K 0.04% 406
2022
Q1 		$449K Buy
11,502
+1,956
+20% +$78.1K 0.01% 807
2021
Q4 		$410K Sell
9,546
-619
-6% -$26.5K 0.01% 923
2021
Q3 		$442K Sell
10,165
-1,153
-10% -$50.4K 0.01% 836
2021
Q2 		$501K Buy
11,318
+265
+2% +$11.6K 0.02% 773
2021
Q1 		$481K Buy
11,053
+1,437
+15% +$62K 0.02% 748
2020
Q4 		$428K Sell
9,616
-8,661
-47% -$380K 0.02% 590
2020
Q3 		$780K Buy
18,277
+9,518
+109% +$411K 0.04% 380
2020
Q2 		$367K Buy
+8,759
New +$363K 0.02% 561
2015
Q1 		– Sell
-100
Closed -$4K – 1631
2014
Q4 		$4K Buy
+100
New +$4.4K ﹤0.01% 3235
2014
Q3 		– Sell
-100
Closed -$4.37K – 1582
2014
Q2 		$4.37K Buy
+100
New +$4.32K ﹤0.01% 2084

Other funds holding PSK

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

B. Riley Wealth Advisors's PSK Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q3 2024, closing a stake of 6,429 shares — an estimated $218K sold.

B. Riley Wealth Advisors first reported a position in PSK in Q2 2014 and held it in 19 quarters. The position peaked at $1.87M in Q1 2023. 174 funds tracked by Wall St. Rank hold PSK as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 6,429 State Street SPDR ICE Preferred Securities ETF shares in Q3 2024, an estimated $218K.
  • B. Riley Wealth Advisors first reported a position in State Street SPDR ICE Preferred Securities ETF in Q2 2014 and held it in 19 quarters.
  • B. Riley Wealth Advisors's State Street SPDR ICE Preferred Securities ETF position peaked at $1.87M in Q1 2023.
  • 174 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.