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Beam Wealth Advisors’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Beam 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
2025
Q1 		– Sell
-10,667
Closed -$352K – 106
2024
Q4 		$352K Sell
10,667
-207
-2% -$7.16K 0.11% 97
2024
Q3 		$388K Buy
10,874
+157
+1% +$5.43K 0.12% 97
2024
Q2 		$364K Buy
10,717
+256
+2% +$8.64K 0.12% 95
2024
Q1 		$365K Sell
10,461
-163
-2% -$5.63K 0.22% 74
2023
Q4 		$356K Sell
10,624
-175
-2% -$5.63K 0.23% 70
2023
Q3 		$351K Buy
10,799
+9
+0.1% +$297 0.25% 66
2023
Q2 		$361K Buy
10,790
+159
+1% +$5.33K 0.25% 68
2023
Q1 		$361K Buy
10,631
+98
+0.9% +$3.43K 0.36% 60
2022
Q4 		$346K Buy
10,533
+431
+4% +$14.5K 0.36% 60
2022
Q3 		$352K Buy
10,102
+1,652
+20% +$60.1K 0.39% 66
2022
Q2 		$303K Buy
8,450
+7
+0.1% +$253 0.34% 76
2022
Q1 		$329K Sell
8,443
-1,588
-16% -$63.4K 0.38% 61
2021
Q4 		$430K Buy
10,031
+973
+11% +$41.6K 0.49% 54
2021
Q3 		$394K Buy
+9,058
New +$396K 0.34% 87

Other funds holding PSK

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Beam Wealth Advisors's PSK Position: Q1 2025 in Review

Beam Wealth Advisors sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q1 2025, closing a stake of 10,667 shares — an estimated $352K sold.

Beam Wealth Advisors first reported a position in PSK in Q3 2021 and held it in 14 quarters. The position peaked at $430K in Q4 2021. 171 funds tracked by Wall St. Rank hold PSK as of Q1 2025.

  • Beam Wealth Advisors reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q1 2025 after selling out during the quarter.
  • Beam Wealth Advisors sold 10,667 State Street SPDR ICE Preferred Securities ETF shares in Q1 2025, an estimated $352K.
  • Beam Wealth Advisors first reported a position in State Street SPDR ICE Preferred Securities ETF in Q3 2021 and held it in 14 quarters.
  • Beam Wealth Advisors's State Street SPDR ICE Preferred Securities ETF position peaked at $430K in Q4 2021.
  • 171 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2025.

Based on Beam Wealth Advisors's 13F filing for Q1 2025, filed 12 May 2025.