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Global Financial Private Client’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Global Financial Private Client’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
-450
Closed -$15.6K – 711
2024
Q1 		$15.6K Hold
450
– – 0.01% 414
2023
Q4 		$15.1K Hold
450
– – 0.01% 413
2023
Q3 		$14.3K Hold
450
– – 0.01% 398
2023
Q2 		$15.1K Hold
450
– – 0.01% 394
2023
Q1 		$15.3K Hold
450
– – 0.01% 400
2022
Q4 		$14.8K Hold
450
– – 0.01% 381
2022
Q3 		$15.7K Hold
450
– – 0.01% 374
2022
Q2 		$16.2K Hold
450
– – 0.01% 360
2022
Q1 		$17.4K Sell
450
-466
-51% -$18.6K 0.01% 358
2021
Q4 		$39.3K Buy
916
+431
+89% +$18.4K 0.02% 288
2021
Q3 		$21K Buy
485
+1
+0.2% +$44 0.01% 304
2021
Q2 		$21.3K Buy
484
+1
+0.2% +$44 0.01% 307
2021
Q1 		$21K Buy
483
+81
+20% +$3.49K 0.02% 272
2020
Q4 		$17.9K Buy
402
+79
+24% +$3.46K 0.01% 273
2020
Q3 		$14.1K Buy
+323
New +$13.9K 0.01% 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