CA
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Clearstead Advisors’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Clearstead Advisors’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
Q3 		– Sell
-773
Closed -$24.6K – 3210
2025
Q2 		$24.6K Buy
773
+83
+12% +$2.62K ﹤0.01% 1536
2025
Q1 		$22.4K Buy
690
+53
+8% +$1.76K ﹤0.01% 1398
2024
Q4 		$21K Buy
637
+64
+11% +$2.21K ﹤0.01% 1374
2024
Q3 		$20.4K Hold
573
– – ﹤0.01% 1410
2024
Q2 		$19.4K Buy
+573
New +$19.3K ﹤0.01% 1391
2020
Q3 		– Sell
-64
Closed -$3K – 923
2020
Q2 		$3K Hold
64
– – ﹤0.01% 714
2020
Q1 		$3K Buy
+64
New +$2.72K ﹤0.01% 684

Other funds holding PSK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return