Baird Financial Group
PSK icon

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

Baird Financial Group’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
Q4 		– Sell
-48,757
Closed -$1.58M – 1787
2023
Q3 		$1.58M Sell
48,757
-8,647
-15% -$285K ﹤0.01% 977
2023
Q2 		$1.92M Sell
57,404
-7,920
-12% -$265K 0.01% 923
2023
Q1 		$2.22M Buy
65,324
+29,882
+84% +$1.05M 0.01% 854
2022
Q4 		$1.16M Sell
35,442
-18,001
-34% -$607K ﹤0.01% 1028
2022
Q3 		$1.86M Buy
53,443
+18,623
+53% +$678K 0.01% 857
2022
Q2 		$1.25M Buy
+34,820
New +$1.26M ﹤0.01% 1001
2022
Q1 		– Sell
-12,114
Closed -$520K – 1909
2021
Q4 		$520K Buy
12,114
+1,222
+11% +$52.3K ﹤0.01% 1454
2021
Q3 		$473K Sell
10,892
-358
-3% -$15.6K ﹤0.01% 1485
2021
Q2 		$497K Buy
11,250
+403
+4% +$17.6K ﹤0.01% 1399
2021
Q1 		$471K Buy
10,847
+1,128
+12% +$48.7K ﹤0.01% 1370
2020
Q4 		$432K Buy
9,719
+556
+6% +$24.4K ﹤0.01% 1270
2020
Q3 		$398K Sell
9,163
-299
-3% -$12.9K ﹤0.01% 1229
2020
Q2 		$396K Buy
+9,462
New +$393K ﹤0.01% 1210
2018
Q4 		– Sell
-13,403
Closed -$563K – 1338
2018
Q3 		$563K Buy
+13,403
New +$578K ﹤0.01% 1013
2018
Q1 		– Sell
-13,850
Closed -$610K – 1294
2017
Q4 		$610K Sell
13,850
-14,111
-50% -$630K ﹤0.01% 953
2017
Q3 		$1.25M Buy
27,961
+160
+0.6% +$7.21K 0.01% 734
2017
Q2 		$1.25M Sell
27,801
-904
-3% -$40.6K 0.01% 735
2017
Q1 		$1.26M Buy
28,705
+41
+0.1% +$1.78K 0.01% 721
2016
Q4 		$1.2M Sell
28,664
-3,086
-10% -$135K 0.01% 708
2016
Q3 		$1.44M Buy
31,750
+2,597
+9% +$120K 0.01% 651
2016
Q2 		$1.34M Buy
29,153
+1,456
+5% +$66.3K 0.01% 653
2016
Q1 		$1.25M Buy
+27,697
New +$1.23M 0.01% 657

Other funds holding PSK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group's PSK Position: Q4 2023 in Review

Baird Financial Group sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q4 2023, closing a stake of 48,757 shares — an estimated $1.58M sold.

Baird Financial Group first reported a position in PSK in Q1 2016 and held it in 22 quarters. The position peaked at $2.22M in Q1 2023. 178 funds tracked by Wall St. Rank hold PSK as of Q4 2023.

  • Baird Financial Group reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q4 2023 after selling out during the quarter.
  • Baird Financial Group sold 48,757 State Street SPDR ICE Preferred Securities ETF shares in Q4 2023, an estimated $1.58M.
  • Baird Financial Group first reported a position in State Street SPDR ICE Preferred Securities ETF in Q1 2016 and held it in 22 quarters.
  • Baird Financial Group's State Street SPDR ICE Preferred Securities ETF position peaked at $2.22M in Q1 2023.
  • 178 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q4 2023.

Based on Baird Financial Group's 13F filing for Q4 2023, filed 14 Feb 2024.