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CoreFirst Bank & Trust’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

CoreFirst Bank & Trust’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
Q3 		– Sell
-703
Closed -$23.5K – 406
2023
Q2 		$23.5K Hold
703
– – 0.02% 265
2023
Q1 		$23.9K Sell
703
-897
-56% -$31.4K 0.02% 268
2022
Q4 		$52.5K Buy
1,600
+194
+14% +$6.54K 0.04% 237
2022
Q3 		$49K Buy
1,406
+1,172
+501% +$42.7K 0.04% 221
2022
Q2 		$8K Buy
+234
New +$8.47K 0.01% 344

Other funds holding PSK

FCI
Financial Counselors Inc Overland Park, Kansas $72.7M AUM 22.36% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CFG
CNO Financial Group Carmel, Indiana $175M AUM 2.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CoreFirst Bank & Trust's PSK Position: Q3 2023 in Review

CoreFirst Bank & Trust sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q3 2023, closing a stake of 703 shares — an estimated $23.5K sold.

CoreFirst Bank & Trust first reported a position in PSK in Q2 2022 and held it in 5 quarters. The position peaked at $52.5K in Q4 2022. 170 funds tracked by Wall St. Rank hold PSK as of Q3 2023.

  • CoreFirst Bank & Trust reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q3 2023 after selling out during the quarter.
  • CoreFirst Bank & Trust sold 703 State Street SPDR ICE Preferred Securities ETF shares in Q3 2023, an estimated $23.5K.
  • CoreFirst Bank & Trust first reported a position in State Street SPDR ICE Preferred Securities ETF in Q2 2022 and held it in 5 quarters.
  • CoreFirst Bank & Trust's State Street SPDR ICE Preferred Securities ETF position peaked at $52.5K in Q4 2022.
  • 170 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q3 2023.

Based on CoreFirst Bank & Trust's 13F filing for Q3 2023, filed 18 Dec 2023.