Financial Advocates Investment Management’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Financial Advocates Investment 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 Q1	–	Sell	-14,976	Closed	-$494K	–	778
2024 Q4	$494K	Sell	14,976 -387	-3%	-$13.4K	0.03%	450
2024 Q3	$548K	Buy	15,363 +4,875	+46%	+$169K	0.03%	438
2024 Q2	$356K	Buy	10,488 +1,242	+13%	+$41.9K	0.02%	536
2024 Q1	$322K	Buy	+9,246	New	+$319K	0.02%	563
2022 Q1	–	Sell	-10,316	Closed	-$443K	–	794
2021 Q4	$443K	Buy	10,316 +899	+10%	+$38.5K	0.03%	513
2021 Q3	$409K	Sell	9,417 -1,819	-16%	-$79.5K	0.03%	521
2021 Q2	$497K	Buy	11,236 +627	+6%	+$27.4K	0.03%	480
2021 Q1	$461K	Buy	+10,609	New	+$458K	0.03%	501

Other funds holding PSK

Morgan Stanley New York $1.66T AUM 25.57% 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 $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

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

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Financial Advocates Investment Management's PSK Position: Q1 2025 in Review

Financial Advocates Investment Management sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q1 2025, closing a stake of 14,976 shares — an estimated $494K sold.

Financial Advocates Investment Management first reported a position in PSK in Q1 2021 and held it in 8 quarters. The position peaked at $548K in Q3 2024. 172 funds tracked by Wall St. Rank hold PSK as of Q1 2025.

Financial Advocates Investment Management reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q1 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 14,976 State Street SPDR ICE Preferred Securities ETF shares in Q1 2025, an estimated $494K.
Financial Advocates Investment Management first reported a position in State Street SPDR ICE Preferred Securities ETF in Q1 2021 and held it in 8 quarters.
Financial Advocates Investment Management's State Street SPDR ICE Preferred Securities ETF position peaked at $548K in Q3 2024.
172 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2025.

Based on Financial Advocates Investment Management's 13F filing for Q1 2025, filed 28 Apr 2025.