CAG
PSK icon

Crestwood Advisors Group’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Crestwood Advisors Group’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
2026
Q1 		$1.56M Buy
50,729
+37,800
+292% +$1.21M 0.03% 249
2025
Q4 		$410K Sell
12,929
-6,117
-32% -$198K 0.01% 436
2025
Q3 		$630K Sell
19,046
-600
-3% -$19.6K 0.01% 334
2025
Q2 		$624K Sell
19,646
-3,175
-14% -$100K 0.01% 318
2025
Q1 		$739K Hold
22,821
– – 0.01% 299
2024
Q4 		$753K Hold
22,821
– – 0.01% 264
2024
Q3 		$814K Buy
22,821
+417
+2% +$14.4K 0.02% 249
2024
Q2 		$760K Buy
22,404
+8,704
+64% +$294K 0.02% 243
2024
Q1 		$478K Hold
13,700
– – 0.01% 283
2023
Q4 		$459K Sell
13,700
-1,000
-7% -$32.2K 0.01% 267
2023
Q3 		$477K Buy
+14,700
New +$485K 0.01% 248

Other funds holding PSK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return
CFG
CNO Financial Group Carmel, Indiana $174M AUM 1.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return