CIBC Private Wealth Group’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

CIBC Private Wealth Group’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
2024 Q2	–	Sell	-343	Closed	-$11.9K	–	3269
2024 Q1	$11.9K	Buy	+343	New	+$11.8K	﹤0.01%	2213
2018 Q3	–	Sell	-380	Closed	-$17K	–	1528
2018 Q2	$17K	Hold	380	–	–	﹤0.01%	1449
2018 Q1	$17K	Sell	380 -105	-22%	-$4.53K	﹤0.01%	1420
2017 Q4	$21K	Buy	+485	New	+$21.6K	﹤0.01%	1397

Other funds holding PSK

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

PAS

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CIBC Private Wealth Group's PSK Position: Q2 2024 in Review

CIBC Private Wealth Group sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q2 2024, closing a stake of 343 shares — an estimated $11.9K sold.

CIBC Private Wealth Group first reported a position in PSK in Q4 2017 and held it in 4 quarters. The position peaked at $21K in Q4 2017. 166 funds tracked by Wall St. Rank hold PSK as of Q2 2024.

CIBC Private Wealth Group reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q2 2024 after selling out during the quarter.
CIBC Private Wealth Group sold 343 State Street SPDR ICE Preferred Securities ETF shares in Q2 2024, an estimated $11.9K.
CIBC Private Wealth Group first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2017 and held it in 4 quarters.
CIBC Private Wealth Group's State Street SPDR ICE Preferred Securities ETF position peaked at $21K in Q4 2017.
166 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2024.

Based on CIBC Private Wealth Group's 13F filing for Q2 2024, filed 9 Aug 2024.