Creative Financial Designs’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Creative Financial Designs’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 Q1	–	Sell	-55	Closed	-$1.81K	–	2113
2024 Q4	$1.81K	Hold	55	–	–	﹤0.01%	1610
2024 Q3	$1.96K	Hold	55	–	–	﹤0.01%	1530
2024 Q2	$1.87K	Sell	55 -199	-78%	-$6.72K	﹤0.01%	1489
2024 Q1	$8.86K	Hold	254	–	–	﹤0.01%	1178
2023 Q4	$8.51K	Sell	254 -238	-48%	-$7.65K	﹤0.01%	1139
2023 Q3	$16K	Buy	492 +55	+13%	+$1.81K	﹤0.01%	914
2023 Q2	$14.6K	Hold	437	–	–	﹤0.01%	919
2023 Q1	$14.8K	Hold	437	–	–	﹤0.01%	878
2022 Q4	$14.3K	Buy	437 +199	+84%	+$6.71K	﹤0.01%	833
2022 Q3	$8K	Sell	238 -299	-56%	-$10.9K	﹤0.01%	943
2022 Q2	$19K	Buy	537 +34	+7%	+$1.23K	﹤0.01%	749
2022 Q1	$20K	Sell	503 -105	-17%	-$4.2K	﹤0.01%	766
2021 Q4	$26K	Hold	608	–	–	﹤0.01%	705
2021 Q3	$26K	Hold	608	–	–	﹤0.01%	798
2021 Q2	$27K	Hold	608	–	–	﹤0.01%	776
2021 Q1	$26K	Buy	608 +191	+46%	+$8.24K	0.01%	721
2020 Q4	$19K	Hold	417	–	–	﹤0.01%	734
2020 Q3	$18K	Buy	+417	New	+$18K	﹤0.01%	679
2017 Q2	–	Sell	-800	Closed	-$35K	–	818
2017 Q1	$35K	Hold	800	–	–	0.03%	262
2016 Q4	$34K	Buy	+800	New	+$34.9K	0.03%	265

Other funds holding PSK

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PAS

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

Creative Financial Designs's PSK Position: Q1 2025 in Review

Creative Financial Designs sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q1 2025, closing a stake of 55 shares — an estimated $1.81K sold.

Creative Financial Designs first reported a position in PSK in Q4 2016 and held it in 20 quarters. The position peaked at $35K in Q1 2017. 173 funds tracked by Wall St. Rank hold PSK as of Q1 2025.

Creative Financial Designs reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q1 2025 after selling out during the quarter.
Creative Financial Designs sold 55 State Street SPDR ICE Preferred Securities ETF shares in Q1 2025, an estimated $1.81K.
Creative Financial Designs first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2016 and held it in 20 quarters.
Creative Financial Designs's State Street SPDR ICE Preferred Securities ETF position peaked at $35K in Q1 2017.
173 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2025.

Based on Creative Financial Designs's 13F filing for Q1 2025, filed 23 Apr 2025.