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Fortis Capital Advisors’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Fortis Capital 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
Q2 		– Sell
-6,210
Closed -$201K – 272
2025
Q1 		$201K Buy
+6,210
New +$206K 0.04% 242

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

Fortis Capital Advisors's PSK Position: Q2 2025 in Review

Fortis Capital Advisors sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q2 2025, closing a stake of 6,210 shares — an estimated $201K sold.

Fortis Capital Advisors first reported a position in PSK in Q1 2025 and held it in 1 quarter. The position peaked at $201K in Q1 2025. 167 funds tracked by Wall St. Rank hold PSK as of Q2 2025.

  • Fortis Capital Advisors reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q2 2025 after selling out during the quarter.
  • Fortis Capital Advisors sold 6,210 State Street SPDR ICE Preferred Securities ETF shares in Q2 2025, an estimated $201K.
  • Fortis Capital Advisors first reported a position in State Street SPDR ICE Preferred Securities ETF in Q1 2025 and held it in 1 quarter.
  • Fortis Capital Advisors's State Street SPDR ICE Preferred Securities ETF position peaked at $201K in Q1 2025.
  • 167 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2025.

Based on Fortis Capital Advisors's 13F filing for Q2 2025, filed 21 Jul 2025.