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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
Shares
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
$530B AUM
22.01%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$570B AUM
27.57%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
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
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
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
SAS
Sage Advisory Services
Austin, Texas
$183M AUM
9.95%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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