Foundations Investment Advisors’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Foundations Investment 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	$854K	Buy	27,962 +20,307	+265%	+$631K	0.01%	619
2026 Q1	$236K	Buy	7,655 +699	+10%	+$22.3K	﹤0.01%	1025
2025 Q4	$220K	Sell	6,956 -1,502	-18%	-$48.6K	﹤0.01%	1020
2025 Q3	$280K	Buy	8,458 +1,517	+22%	+$49.4K	﹤0.01%	878
2025 Q2	$220K	Buy	+6,941	New	+$219K	﹤0.01%	854

Other funds holding PSK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 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 $175M AUM 2.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

SAS

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

Foundations Investment Advisors's PSK Position: Q2 2026 in Review

Foundations Investment Advisors increased its State Street SPDR ICE Preferred Securities ETF (PSK) stake by 265% in Q2 2026, buying an estimated $631K and bringing the position to 27,962 shares worth $854K. The position accounts for 0.01% of the portfolio, ranked #619.

Foundations Investment Advisors first reported a position in PSK in Q2 2025 and has held it in 5 quarters since. 153 funds tracked by Wall St. Rank hold PSK as of Q2 2026.

Foundations Investment Advisors held 27,962 shares of State Street SPDR ICE Preferred Securities ETF worth $854K as of Q2 2026.
Foundations Investment Advisors bought 20,307 State Street SPDR ICE Preferred Securities ETF shares in Q2 2026, an estimated $631K.
State Street SPDR ICE Preferred Securities ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #619 holding.
Foundations Investment Advisors first reported a position in State Street SPDR ICE Preferred Securities ETF in Q2 2025 and has held it in 5 quarters since.
153 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.