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 Q2	$1.55M	Hold	50,729	–	–	0.02%	265
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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

SAS

Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

Crestwood Advisors Group's PSK Position: Q2 2026 in Review

Crestwood Advisors Group held its State Street SPDR ICE Preferred Securities ETF (PSK) position steady in Q2 2026 at 50,729 shares worth $1.55M. The position accounts for 0.02% of the portfolio, ranked #265.

Crestwood Advisors Group first reported a position in PSK in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.56M in Q1 2026. 154 funds tracked by Wall St. Rank hold PSK as of Q2 2026.

Crestwood Advisors Group held 50,729 shares of State Street SPDR ICE Preferred Securities ETF worth $1.55M as of Q2 2026.
Crestwood Advisors Group left its State Street SPDR ICE Preferred Securities ETF share count unchanged in Q2 2026.
State Street SPDR ICE Preferred Securities ETF made up 0.02% of Crestwood Advisors Group's portfolio in Q2 2026, its #265 holding.
Crestwood Advisors Group first reported a position in State Street SPDR ICE Preferred Securities ETF in Q3 2023 and has held it in 12 quarters since.
Crestwood Advisors Group's State Street SPDR ICE Preferred Securities ETF position peaked at $1.56M in Q1 2026.
154 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.