Caldwell Sutter Capital’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Caldwell Sutter Capital’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	-138	Closed	-$4.55K	–	907
2024 Q4	$4.55K	Hold	138	–	–	﹤0.01%	646
2024 Q3	$4.92K	Hold	138	–	–	﹤0.01%	644
2024 Q2	$4.68K	Hold	138	–	–	﹤0.01%	638
2024 Q1	$4.81K	Hold	138	–	–	﹤0.01%	641
2023 Q4	$4.63K	Hold	138	–	–	﹤0.01%	640
2023 Q3	$4.48K	Hold	138	–	–	﹤0.01%	616
2023 Q2	$4.62K	Buy	+138	New	+$4.62K	﹤0.01%	619

Other funds holding PSK

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 $152M AUM 0.51% 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Caldwell Sutter Capital's PSK Position: Q1 2025 in Review

Caldwell Sutter Capital sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q1 2025, closing a stake of 138 shares — an estimated $4.55K sold.

Caldwell Sutter Capital first reported a position in PSK in Q2 2023 and held it in 7 quarters. The position peaked at $4.92K in Q3 2024. 171 funds tracked by Wall St. Rank hold PSK as of Q1 2025.

Caldwell Sutter Capital reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q1 2025 after selling out during the quarter.
Caldwell Sutter Capital sold 138 State Street SPDR ICE Preferred Securities ETF shares in Q1 2025, an estimated $4.55K.
Caldwell Sutter Capital first reported a position in State Street SPDR ICE Preferred Securities ETF in Q2 2023 and held it in 7 quarters.
Caldwell Sutter Capital's State Street SPDR ICE Preferred Securities ETF position peaked at $4.92K in Q3 2024.
171 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2025.

Based on Caldwell Sutter Capital's 13F filing for Q1 2025, filed 16 Apr 2025.