Coldstream Capital Management’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Coldstream Capital Management’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 Q2	–	Sell	-354	Closed	-$11.5K	–	2775
2025 Q1	$11.5K	Buy	+354	New	+$11.8K	﹤0.01%	2328

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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 $153M AUM 0.03% 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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

Coldstream Capital Management's PSK Position: Q2 2025 in Review

Coldstream Capital Management sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q2 2025, closing a stake of 354 shares — an estimated $11.5K sold.

Coldstream Capital Management first reported a position in PSK in Q1 2025 and held it in 1 quarter. The position peaked at $11.5K in Q1 2025. 167 funds tracked by Wall St. Rank hold PSK as of Q2 2025.

Coldstream Capital Management reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q2 2025 after selling out during the quarter.
Coldstream Capital Management sold 354 State Street SPDR ICE Preferred Securities ETF shares in Q2 2025, an estimated $11.5K.
Coldstream Capital Management first reported a position in State Street SPDR ICE Preferred Securities ETF in Q1 2025 and held it in 1 quarter.
Coldstream Capital Management's State Street SPDR ICE Preferred Securities ETF position peaked at $11.5K in Q1 2025.
167 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.