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
Q2 | $265K | Buy |
8,664
+94
| +1% | +$2.92K | ﹤0.01% | 3674 |
|
|
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
Creative Planning's PSK Position: Q2 2026 in Review
Creative Planning increased its State Street SPDR ICE Preferred Securities ETF (PSK) stake by 1.1% in Q2 2026, buying an estimated $2.92K and bringing the position to 8,664 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #3674.
Creative Planning first reported a position in PSK in Q2 2013 and has held it in 33 quarters since. The position peaked at $914K in Q3 2021. 154 funds tracked by Wall St. Rank hold PSK as of Q2 2026.
- Creative Planning held 8,664 shares of State Street SPDR ICE Preferred Securities ETF worth $265K as of Q2 2026.
- Creative Planning bought 94 State Street SPDR ICE Preferred Securities ETF shares in Q2 2026, an estimated $2.92K.
- State Street SPDR ICE Preferred Securities ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3674 holding.
- Creative Planning first reported a position in State Street SPDR ICE Preferred Securities ETF in Q2 2013 and has held it in 33 quarters since.
- Creative Planning's State Street SPDR ICE Preferred Securities ETF position peaked at $914K in Q3 2021.
- 154 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.