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Coppell Advisory Solutions’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Coppell Advisory Solutions’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
2023
Q4 		$1.74K Buy
+52
New +$1.67K ﹤0.01% 1313

Other funds holding PSK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Coppell Advisory Solutions's PSK Position: Q4 2023 in Review

Coppell Advisory Solutions opened a new position in State Street SPDR ICE Preferred Securities ETF (PSK) in Q4 2023: 52 shares worth $1.74K. The stake represents ﹤0.01% of the portfolio and ranks #1313 among its holdings.

178 funds tracked by Wall St. Rank hold PSK as of Q4 2023.

  • Coppell Advisory Solutions held 52 shares of State Street SPDR ICE Preferred Securities ETF worth $1.74K as of Q4 2023.
  • State Street SPDR ICE Preferred Securities ETF was a new Coppell Advisory Solutions position in Q4 2023.
  • State Street SPDR ICE Preferred Securities ETF made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q4 2023, its #1313 holding.
  • 178 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.