Checchi Capital Advisers’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Checchi Capital Advisers’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 Q2	$5.32M	Sell	174,253 -574	-0.3%	-$17.8K	0.24%	75
2026 Q1	$5.39M	Sell	174,827 -14,894	-8%	-$476K	0.27%	68
2025 Q4	$6.01M	Buy	+189,721	New	+$6.13M	0.31%	61
2025 Q2	–	Sell	-6,408	Closed	-$208K	–	601
2025 Q1	$208K	Buy	+6,408	New	+$213K	0.01%	549

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

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

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

SAS

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

Checchi Capital Advisers's PSK Position: Q2 2026 in Review

Checchi Capital Advisers reduced its State Street SPDR ICE Preferred Securities ETF (PSK) stake by 0.33% in Q2 2026, selling an estimated $17.8K and leaving 174,253 shares worth $5.32M. The position accounts for 0.24% of the portfolio, ranked #75.

Checchi Capital Advisers first reported a position in PSK in Q1 2025 and has held it in 4 quarters since. The position peaked at $6.01M in Q4 2025. 154 funds tracked by Wall St. Rank hold PSK as of Q2 2026.

Checchi Capital Advisers held 174,253 shares of State Street SPDR ICE Preferred Securities ETF worth $5.32M as of Q2 2026.
Checchi Capital Advisers sold 574 State Street SPDR ICE Preferred Securities ETF shares in Q2 2026, an estimated $17.8K.
State Street SPDR ICE Preferred Securities ETF made up 0.24% of Checchi Capital Advisers's portfolio in Q2 2026, its #75 holding.
Checchi Capital Advisers first reported a position in State Street SPDR ICE Preferred Securities ETF in Q1 2025 and has held it in 4 quarters since.
Checchi Capital Advisers's State Street SPDR ICE Preferred Securities ETF position peaked at $6.01M in Q4 2025.
154 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.