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Global Assets Advisory’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Global Assets Advisory’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
2024
Q2 		– Sell
-24,318
Closed -$700K – 390
2024
Q1 		$700K Buy
+24,318
New +$840K 0.03% 284

Other funds holding PSK

SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Global Assets Advisory's PSK Position: Q2 2024 in Review

Global Assets Advisory sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q2 2024, closing a stake of 24,318 shares — an estimated $700K sold.

Global Assets Advisory first reported a position in PSK in Q1 2024 and held it in 1 quarter. The position peaked at $700K in Q1 2024. 166 funds tracked by Wall St. Rank hold PSK as of Q2 2024.

  • Global Assets Advisory reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q2 2024 after selling out during the quarter.
  • Global Assets Advisory sold 24,318 State Street SPDR ICE Preferred Securities ETF shares in Q2 2024, an estimated $700K.
  • Global Assets Advisory first reported a position in State Street SPDR ICE Preferred Securities ETF in Q1 2024 and held it in 1 quarter.
  • Global Assets Advisory's State Street SPDR ICE Preferred Securities ETF position peaked at $700K in Q1 2024.
  • 166 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2024.

Based on Global Assets Advisory's 13F filing for Q2 2024, filed 30 Jul 2024.