EWA
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EverSource Wealth Advisors’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

EverSource Wealth Advisors’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
Q4 		– Sell
-280
Closed -$9.26K – 4404
2025
Q3 		$9.26K Buy
+280
New +$9.12K ﹤0.01% 2864

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $174M AUM 1.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

EverSource Wealth Advisors's PSK Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q4 2025, closing a stake of 280 shares — an estimated $9.26K sold.

EverSource Wealth Advisors first reported a position in PSK in Q3 2025 and held it in 1 quarter. The position peaked at $9.26K in Q3 2025. 170 funds tracked by Wall St. Rank hold PSK as of Q4 2025.

  • EverSource Wealth Advisors reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q4 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 280 State Street SPDR ICE Preferred Securities ETF shares in Q4 2025, an estimated $9.26K.
  • EverSource Wealth Advisors first reported a position in State Street SPDR ICE Preferred Securities ETF in Q3 2025 and held it in 1 quarter.
  • EverSource Wealth Advisors's State Street SPDR ICE Preferred Securities ETF position peaked at $9.26K in Q3 2025.
  • 170 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.