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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
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return

Foundations Investment Advisors's PSK Position: Q1 2026 in Review

Foundations Investment Advisors increased its State Street SPDR ICE Preferred Securities ETF (PSK) stake by 10% in Q1 2026, buying an estimated $22.3K and bringing the position to 7,655 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

Foundations Investment Advisors first reported a position in PSK in Q2 2025 and has held it in 4 quarters since. The position peaked at $280K in Q3 2025. 159 funds tracked by Wall St. Rank hold PSK as of Q1 2026.

  • Foundations Investment Advisors held 7,655 shares of State Street SPDR ICE Preferred Securities ETF worth $236K as of Q1 2026.
  • Foundations Investment Advisors bought 699 State Street SPDR ICE Preferred Securities ETF shares in Q1 2026, an estimated $22.3K.
  • State Street SPDR ICE Preferred Securities ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #1025 holding.
  • Foundations Investment Advisors first reported a position in State Street SPDR ICE Preferred Securities ETF in Q2 2025 and has held it in 4 quarters since.
  • Foundations Investment Advisors's State Street SPDR ICE Preferred Securities ETF position peaked at $280K in Q3 2025.
  • 159 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.