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

FORM 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
2026 Q2	$254K	Buy	8,319 +143	+2%	+$4.44K	0.03%	53
2026 Q1	$252K	Buy	8,176 +91	+1%	+$2.91K	0.03%	54
2025 Q4	$256K	Buy	+8,085	New	+$261K	0.03%	53
2025 Q2	$312K	Buy	9,825 +131	+1%	+$4.14K	0.04%	45
2025 Q1	$314K	Buy	+9,694	New	+$322K	0.04%	45

Other funds holding PSK

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return

SAS

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

UAS

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

PAS

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

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

FORM Wealth Advisors's PSK Position: Q2 2026 in Review

FORM Wealth Advisors increased its State Street SPDR ICE Preferred Securities ETF (PSK) stake by 1.7% in Q2 2026, buying an estimated $4.44K and bringing the position to 8,319 shares worth $254K. The position accounts for 0.03% of the portfolio, ranked #53.

FORM Wealth Advisors first reported a position in PSK in Q1 2025 and has held it in 5 quarters since. The position peaked at $314K in Q1 2025. 33 funds tracked by Wall St. Rank hold PSK as of Q2 2026.

FORM Wealth Advisors held 8,319 shares of State Street SPDR ICE Preferred Securities ETF worth $254K as of Q2 2026.
FORM Wealth Advisors bought 143 State Street SPDR ICE Preferred Securities ETF shares in Q2 2026, an estimated $4.44K.
State Street SPDR ICE Preferred Securities ETF made up 0.03% of FORM Wealth Advisors's portfolio in Q2 2026, its #53 holding.
FORM Wealth Advisors first reported a position in State Street SPDR ICE Preferred Securities ETF in Q1 2025 and has held it in 5 quarters since.
FORM Wealth Advisors's State Street SPDR ICE Preferred Securities ETF position peaked at $314K in Q1 2025.
33 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2026.

Based on FORM Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.