Financial Counselors Inc’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Financial Counselors Inc’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 Q2	–	Sell	-198,909	Closed	-$6.44M	–	410
2025 Q1	$6.44M	Buy	198,909 +1,784	+0.9%	+$59.3K	0.1%	173
2024 Q4	$6.5M	Sell	197,125 -17,902	-8%	-$619K	0.09%	175
2024 Q3	$7.67M	Sell	215,027 -37,254	-15%	-$1.29M	0.11%	159
2024 Q2	$8.56M	Sell	252,281 -69,801	-22%	-$2.36M	0.14%	146
2024 Q1	$11.2M	Sell	322,082 -354,636	-52%	-$12.3M	0.19%	130
2023 Q4	$22.7M	Sell	676,718 -542,432	-44%	-$17.4M	0.4%	67
2023 Q3	$39.6M	Buy	+1,219,150	New	+$40.2M	0.79%	36

Other funds holding PSK

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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 $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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

Financial Counselors Inc's PSK Position: Q2 2025 in Review

Financial Counselors Inc sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q2 2025, closing a stake of 198,909 shares — an estimated $6.44M sold.

Financial Counselors Inc first reported a position in PSK in Q3 2023 and held it in 7 quarters. The position peaked at $39.6M in Q3 2023. 167 funds tracked by Wall St. Rank hold PSK as of Q2 2025.

Financial Counselors Inc reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q2 2025 after selling out during the quarter.
Financial Counselors Inc sold 198,909 State Street SPDR ICE Preferred Securities ETF shares in Q2 2025, an estimated $6.44M.
Financial Counselors Inc first reported a position in State Street SPDR ICE Preferred Securities ETF in Q3 2023 and held it in 7 quarters.
Financial Counselors Inc's State Street SPDR ICE Preferred Securities ETF position peaked at $39.6M in Q3 2023.
167 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.