Destination Wealth Management’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Destination Wealth Management’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 Q3	–	Sell	-8,507	Closed	-$270K	–	309
2025 Q2	$270K	Buy	8,507 +886	+12%	+$28K	0.01%	222
2025 Q1	$247K	Sell	7,621 -364	-5%	-$12.1K	0.01%	219
2024 Q4	$263K	Buy	7,985 +194	+2%	+$6.71K	0.01%	208
2024 Q3	$278K	Sell	7,791 -567	-7%	-$19.6K	0.01%	197
2024 Q2	$284K	Hold	8,358	–	–	0.01%	179
2024 Q1	$291K	Sell	8,358 -7,955	-49%	-$275K	0.01%	175
2023 Q4	$547K	Buy	+16,313	New	+$525K	0.02%	148
2023 Q1	–	Sell	-11,553	Closed	-$379K	–	223
2022 Q4	$379K	Buy	+11,553	New	+$390K	0.02%	155
2019 Q3	–	Sell	-646	Closed	-$28K	–	412
2019 Q2	$28K	Buy	+646	New	+$27.7K	﹤0.01%	349
2019 Q1	–	Sell	-2,922	Closed	-$116K	–	712
2018 Q4	$116K	Buy	2,922 +2,235	+325%	+$91K	0.01%	168
2018 Q3	$29K	Sell	687 -587	-46%	-$25.3K	﹤0.01%	362
2018 Q2	$55K	Hold	1,274	–	–	﹤0.01%	249
2018 Q1	$55K	Sell	1,274 -5,429	-81%	-$234K	﹤0.01%	244
2017 Q4	$295K	Buy	+6,703	New	+$299K	0.02%	133
2017 Q1	–	Sell	-11,305	Closed	-$474K	–	169
2016 Q4	$474K	Buy	+11,305	New	+$494K	0.03%	111

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

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

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 22.9% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 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

Destination Wealth Management's PSK Position: Q3 2025 in Review

Destination Wealth Management sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q3 2025, closing a stake of 8,507 shares — an estimated $270K sold.

Destination Wealth Management first reported a position in PSK in Q4 2016 and held it in 15 quarters. The position peaked at $547K in Q4 2023. 167 funds tracked by Wall St. Rank hold PSK as of Q3 2025.

Destination Wealth Management reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q3 2025 after selling out during the quarter.
Destination Wealth Management sold 8,507 State Street SPDR ICE Preferred Securities ETF shares in Q3 2025, an estimated $270K.
Destination Wealth Management first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2016 and held it in 15 quarters.
Destination Wealth Management's State Street SPDR ICE Preferred Securities ETF position peaked at $547K in Q4 2023.
167 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q3 2025.

Based on Destination Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.