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Barry Investment Advisors’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Barry Investment 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
2025
Q4 		– Sell
-56,296
Closed -$1.86M – 108
2025
Q3 		$1.86M Sell
56,296
-48,059
-46% -$1.57M 0.43% 41
2025
Q2 		$3.31M Sell
104,355
-93,665
-47% -$2.96M 0.83% 32
2025
Q1 		$6.41M Sell
198,020
-8,401
-4% -$279K 1.7% 17
2024
Q4 		$6.81M Sell
206,421
-36,523
-15% -$1.26M 2.19% 13
2024
Q3 		$8.66M Sell
242,944
-4,256
-2% -$147K 2.65% 10
2024
Q2 		$8.39M Sell
247,200
-12,788
-5% -$432K 2.82% 9
2024
Q1 		$9.07M Sell
259,988
-1,741
-0.7% -$60.1K 3.02% 9
2023
Q4 		$8.77M Sell
261,729
-19,607
-7% -$630K 2.97% 10
2023
Q3 		$9.13M Sell
281,336
-2,168
-0.8% -$71.5K 3.29% 7
2023
Q2 		$9.49M Buy
283,504
+1,156
+0.4% +$38.7K 3.2% 8
2023
Q1 		$9.59M Buy
282,348
+7,037
+3% +$246K 3.14% 10
2022
Q4 		$9.04M Sell
275,311
-7,093
-3% -$239K 2.85% 8
2022
Q3 		$9.85M Buy
282,404
+758
+0.3% +$27.6K 3.37% 5
2022
Q2 		$10.1M Sell
281,646
-17,081
-6% -$618K 3.03% 7
2022
Q1 		$11.7M Buy
298,727
+21,803
+8% +$871K 3.09% 7
2021
Q4 		$11.9M Buy
276,924
+266,273
+2,500% +$11.4M 3.13% 8
2021
Q3 		$463K Buy
10,651
+6,076
+133% +$266K 0.13% 77
2021
Q2 		$202K Buy
+4,575
New +$200K 0.05% 115

Other funds holding PSK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $174M AUM 1.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Barry Investment Advisors's PSK Position: Q4 2025 in Review

Barry Investment Advisors sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q4 2025, closing a stake of 56,296 shares — an estimated $1.86M sold.

Barry Investment Advisors first reported a position in PSK in Q2 2021 and held it in 18 quarters. The position peaked at $11.9M in Q4 2021. 170 funds tracked by Wall St. Rank hold PSK as of Q4 2025.

  • Barry Investment Advisors reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q4 2025 after selling out during the quarter.
  • Barry Investment Advisors sold 56,296 State Street SPDR ICE Preferred Securities ETF shares in Q4 2025, an estimated $1.86M.
  • Barry Investment Advisors first reported a position in State Street SPDR ICE Preferred Securities ETF in Q2 2021 and held it in 18 quarters.
  • Barry Investment Advisors's State Street SPDR ICE Preferred Securities ETF position peaked at $11.9M in Q4 2021.
  • 170 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q4 2025.

Based on Barry Investment Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.