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

Baystate 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
2023 Q4	$78K	Buy	2,326 +304	+15%	+$9.78K	0.01%	308
2023 Q3	$65.6K	Hold	2,022	–	–	0.01%	305
2023 Q2	$67.7K	Hold	2,022	–	–	0.01%	301
2023 Q1	$68.7K	Hold	2,022	–	–	0.01%	294
2022 Q4	$66K	Hold	2,022	–	–	0.01%	297
2022 Q3	$70K	Sell	2,022 -220	-10%	-$8.01K	0.01%	271
2022 Q2	$80K	Buy	+2,242	New	+$81.1K	0.01%	261

Other funds holding PSK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

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

F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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