Capital Analysts LLC’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Capital Analysts LLC’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
2026 Q1	–	Sell	-29	Closed	-$1K	–	1579
2025 Q4	$1K	Buy	29 +1	+4%	+$32	﹤0.01%	1457
2025 Q3	$1K	Sell	28 -63	-69%	-$2.05K	﹤0.01%	1416
2025 Q2	$3K	Hold	91	–	–	﹤0.01%	1301
2025 Q1	$3K	Hold	91	–	–	﹤0.01%	1291
2024 Q4	$3K	Hold	91	–	–	﹤0.01%	1206
2024 Q3	$3K	Buy	91 +56	+160%	+$1.94K	﹤0.01%	1186
2024 Q2	$1K	Buy	+35	New	+$1.18K	﹤0.01%	1178
2021 Q3	–	Sell	-214	Closed	-$9K	–	1020
2021 Q2	$9K	Hold	214	–	–	﹤0.01%	766
2021 Q1	$9K	Hold	214	–	–	﹤0.01%	810
2020 Q4	$10K	Hold	214	–	–	﹤0.01%	570
2020 Q3	$9K	Hold	214	–	–	﹤0.01%	598
2020 Q2	$9K	Hold	214	–	–	﹤0.01%	559
2020 Q1	$8K	Hold	214	–	–	﹤0.01%	542
2019 Q4	$9K	Hold	214	–	–	﹤0.01%	559
2019 Q3	$9K	Hold	214	–	–	﹤0.01%	555
2019 Q2	$9K	Hold	214	–	–	﹤0.01%	541
2019 Q1	$9K	Hold	214	–	–	﹤0.01%	519
2018 Q4	$8K	Hold	214	–	–	﹤0.01%	485
2018 Q3	$9K	Hold	214	–	–	﹤0.01%	450
2018 Q2	$9K	Buy	+214	New	+$9.2K	﹤0.01%	478

Other funds holding PSK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 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 $175M AUM 2.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SAS

Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

Capital Analysts LLC's PSK Position: Q1 2026 in Review

Capital Analysts LLC sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q1 2026, closing a stake of 29 shares — an estimated $1K sold.

Capital Analysts LLC first reported a position in PSK in Q2 2018 and held it in 20 quarters. The position peaked at $10K in Q4 2020. 161 funds tracked by Wall St. Rank hold PSK as of Q1 2026.

Capital Analysts LLC reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q1 2026 after selling out during the quarter.
Capital Analysts LLC sold 29 State Street SPDR ICE Preferred Securities ETF shares in Q1 2026, an estimated $1K.
Capital Analysts LLC first reported a position in State Street SPDR ICE Preferred Securities ETF in Q2 2018 and held it in 20 quarters.
Capital Analysts LLC's State Street SPDR ICE Preferred Securities ETF position peaked at $10K in Q4 2020.
161 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.