BFC Planning, Inc.’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

BFC Planning, 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
2026 Q2	$75.8K	Sell	2,484 -22	-0.9%	-$683	﹤0.01%	1352
2026 Q1	$77.3K	Hold	2,506	–	–	﹤0.01%	1189
2025 Q4	$79.4K	Buy	2,506 +28	+1%	+$905	﹤0.01%	1193
2025 Q3	$81.9K	Hold	2,478	–	–	0.01%	1000
2025 Q2	$78.7K	Sell	2,478 -371	-13%	-$11.7K	0.01%	977
2025 Q1	$92.3K	Hold	2,849	–	–	0.01%	904
2024 Q4	$94K	Buy	+2,849	New	+$98.5K	0.01%	895

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 $608B AUM 32.77% 1-Year Est. Return

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $171M AUM 4.1% 1-Year Est. Return

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 $468B AUM 17.69% 1-Year Est. Return

Sage Advisory Services Austin, Texas $186M AUM 7.57% 1-Year Est. Return

BFC Planning, Inc.'s PSK Position: Q2 2026 in Review

BFC Planning, Inc. reduced its State Street SPDR ICE Preferred Securities ETF (PSK) stake by 0.88% in Q2 2026, selling an estimated $683 and leaving 2,484 shares worth $75.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1352.

BFC Planning, Inc. first reported a position in PSK in Q4 2024 and has held it in 7 quarters since. The position peaked at $94K in Q4 2024. 155 funds tracked by Wall St. Rank hold PSK as of Q2 2026.

BFC Planning, Inc. held 2,484 shares of State Street SPDR ICE Preferred Securities ETF worth $75.8K as of Q2 2026.
BFC Planning, Inc. sold 22 State Street SPDR ICE Preferred Securities ETF shares in Q2 2026, an estimated $683.
State Street SPDR ICE Preferred Securities ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1352 holding.
BFC Planning, Inc. first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s State Street SPDR ICE Preferred Securities ETF position peaked at $94K in Q4 2024.
155 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.