Creative Planning’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $264K | Buy |
8,570
+186
| +2% | +$5.95K | ﹤0.01% | 3519 |
|
|
2025
Q4 | $266K | Sell |
8,384
-4,802
| -36% | -$155K | ﹤0.01% | 3335 |
|
|
2025
Q3 | $436K | Buy |
+13,186
| New | +$430K | ﹤0.01% | 2838 |
|
|
2022
Q2 | – | Sell |
-473
| Closed | -$18K | – | 2475 |
|
|
2022
Q1 | $18K | Sell |
473
-19,809
| -98% | -$791K | ﹤0.01% | 2150 |
|
|
2021
Q4 | $870K | Sell |
20,282
-738
| -4% | -$31.6K | ﹤0.01% | 1017 |
|
|
2021
Q3 | $914K | Buy |
21,020
+2,058
| +11% | +$89.9K | ﹤0.01% | 990 |
|
|
2021
Q2 | $838K | Sell |
18,962
-2,064
| -10% | -$90.1K | ﹤0.01% | 1013 |
|
|
2021
Q1 | $913K | Buy |
21,026
+506
| +2% | +$21.8K | ﹤0.01% | 1072 |
|
|
2020
Q4 | $911K | Buy |
20,520
+98
| +0.5% | +$4.3K | ﹤0.01% | 997 |
|
|
2020
Q3 | $888K | Sell |
20,422
-116
| -0.6% | -$5K | ﹤0.01% | 854 |
|
|
2020
Q2 | $860K | Buy |
+20,538
| New | +$852K | ﹤0.01% | 796 |
|
|
2020
Q1 | – | Sell |
-6,173
| Closed | -$272K | – | 2039 |
|
|
2019
Q4 | $272K | Sell |
6,173
-5,597
| -48% | -$246K | ﹤0.01% | 1457 |
|
|
2019
Q3 | $520K | Sell |
11,770
-100
| -0.8% | -$4.38K | ﹤0.01% | 1038 |
|
|
2019
Q2 | $513K | Buy |
11,870
+6,297
| +113% | +$270K | ﹤0.01% | 1062 |
|
|
2019
Q1 | $238K | Buy |
+5,573
| New | +$233K | ﹤0.01% | 1476 |
|
|
2018
Q4 | – | Sell |
-5,316
| Closed | -$227K | – | 2076 |
|
|
2018
Q3 | $227K | Buy |
+5,316
| New | +$229K | ﹤0.01% | 1592 |
|
|
2017
Q3 | – | Sell |
-2,361
| Closed | -$106K | – | 3252 |
|
|
2017
Q2 | $106K | Buy |
2,361
+248
| +12% | +$11.1K | ﹤0.01% | 1953 |
|
|
2017
Q1 | $93K | Buy |
2,113
+638
| +43% | +$27.8K | ﹤0.01% | 2013 |
|
|
2016
Q4 | $62K | Sell |
1,475
-769
| -34% | -$33.6K | ﹤0.01% | 2214 |
|
|
2016
Q3 | $102K | Sell |
2,244
-733
| -25% | -$33.8K | ﹤0.01% | 1835 |
|
|
2016
Q2 | $137K | Buy |
2,977
+823
| +38% | +$37.5K | ﹤0.01% | 1470 |
|
|
2016
Q1 | $97K | Hold |
2,154
| – | – | ﹤0.01% | 1654 |
|
|
2015
Q4 | $96K | Buy |
2,154
+354
| +20% | +$15.8K | ﹤0.01% | 1657 |
|
|
2015
Q3 | $79K | Buy |
+1,800
| New | +$79.3K | ﹤0.01% | 1726 |
|
|
2015
Q2 | – | Sell |
-16,332
| Closed | -$735K | – | 2521 |
|
|
2015
Q1 | $735K | Buy |
16,332
+1,557
| +11% | +$69.4K | 0.01% | 581 |
|
|
2014
Q4 | $647K | Buy |
14,775
+14,518
| +5,649% | +$639K | 0.01% | 602 |
|
|
2014
Q3 | $11K | Sell |
257
-354
| -58% | -$15.5K | ﹤0.01% | 2901 |
|
|
2014
Q2 | $27K | Sell |
611
-1,872
| -75% | -$80.9K | ﹤0.01% | 2305 |
|
|
2014
Q1 | $105K | Buy |
2,483
+2,426
| +4,256% | +$101K | ﹤0.01% | 1378 |
|
|
2013
Q4 | $2K | Sell |
57
-44
| -44% | -$1.8K | ﹤0.01% | 3109 |
|
|
2013
Q3 | $4K | Sell |
101
-46
| -31% | -$1.93K | ﹤0.01% | 2806 |
|
|
2013
Q2 | $6K | Buy |
+147
| New | +$6.67K | ﹤0.01% | 2483 |
|
Other funds holding PSK
SOWBOCOPL
CFG
SAS