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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

PAS

Park Avenue Securities New York $16B AUM 26.77% 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

Clearstead Advisors's PSK Position: Q3 2025 in Review

Clearstead Advisors sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q3 2025, closing a stake of 773 shares — an estimated $24.6K sold.

Clearstead Advisors first reported a position in PSK in Q1 2020 and held it in 7 quarters. The position peaked at $24.6K in Q2 2025. 167 funds tracked by Wall St. Rank hold PSK as of Q3 2025.

Clearstead Advisors reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q3 2025 after selling out during the quarter.
Clearstead Advisors sold 773 State Street SPDR ICE Preferred Securities ETF shares in Q3 2025, an estimated $24.6K.
Clearstead Advisors first reported a position in State Street SPDR ICE Preferred Securities ETF in Q1 2020 and held it in 7 quarters.
Clearstead Advisors's State Street SPDR ICE Preferred Securities ETF position peaked at $24.6K in Q2 2025.
167 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q3 2025.

Based on Clearstead Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.