Global Retirement Partners’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Global Retirement Partners’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 Q4	$7.55K	Sell	229 -161	-41%	-$5.57K	﹤0.01%	2496
2024 Q3	$13.9K	Hold	390	–	–	﹤0.01%	2159
2024 Q2	$13.2K	Buy	+390	New	+$13.2K	﹤0.01%	2192
2024 Q1	–	Sell	-200	Closed	-$6.78K	–	3462
2023 Q4	$6.78K	Hold	200	–	–	﹤0.01%	2211
2023 Q3	$6.23K	Sell	200 -1,296	-87%	-$42.7K	﹤0.01%	2111
2023 Q2	$50.1K	Buy	1,496 +5	+0.3%	+$167	﹤0.01%	1276
2023 Q1	$49K	Buy	1,491 +7	+0.5%	+$245	﹤0.01%	1247
2022 Q4	$48.7K	Buy	1,484 +1,284	+642%	+$43.3K	﹤0.01%	1095
2022 Q3	$7K	Hold	200	–	–	﹤0.01%	1824
2022 Q2	$7K	Hold	200	–	–	﹤0.01%	1788
2022 Q1	$7K	Hold	200	–	–	﹤0.01%	1785
2021 Q4	$9K	Sell	200 -4,169	-95%	-$178K	0.01%	159
2021 Q3	$190K	Sell	4,369 -34	-0.8%	-$1.49K	0.02%	483
2021 Q2	$195K	Buy	4,403 +41	+0.9%	+$1.79K	0.02%	461
2021 Q1	$189K	Buy	4,362 +382	+10%	+$16.5K	0.02%	422
2020 Q4	$177K	Buy	3,980 +3,780	+1,890%	+$166K	0.02%	421
2020 Q3	$9K	Hold	200	–	–	﹤0.01%	1179
2020 Q2	$8K	Hold	200	–	–	﹤0.01%	1175
2020 Q1	$8K	Sell	200 -17	-8%	-$722	﹤0.01%	1106
2019 Q4	$10K	Hold	217	–	–	﹤0.01%	1158
2019 Q3	$10K	Hold	217	–	–	﹤0.01%	1124
2019 Q2	$9K	Hold	217	–	–	﹤0.01%	1143
2019 Q1	$9K	Sell	217 -42	-16%	-$1.76K	﹤0.01%	1086
2018 Q4	$10K	Sell	259 -310	-54%	-$12.6K	﹤0.01%	978
2018 Q3	$24K	Sell	569 -150	-21%	-$6.47K	0.01%	758
2018 Q2	$31K	Hold	719	–	–	0.01%	669
2018 Q1	$31K	Sell	719 -83	-10%	-$3.58K	0.01%	646
2017 Q4	$35K	Buy	802 +352	+78%	+$15.7K	0.01%	598
2017 Q3	$20K	Sell	450 -100	-18%	-$4.51K	0.01%	652
2017 Q2	$25K	Hold	550	–	–	0.01%	555
2017 Q1	$24K	Hold	550	–	–	0.01%	523
2016 Q4	$24K	Buy	+550	New	+$24K	0.02%	484

Other funds holding PSK

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

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

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

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return

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

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

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

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

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Global Retirement Partners's PSK Position: Q4 2024 in Review

Global Retirement Partners reduced its State Street SPDR ICE Preferred Securities ETF (PSK) stake by 41% in Q4 2024, selling an estimated $5.57K and leaving 229 shares worth $7.55K. The position accounts for ﹤0.01% of the portfolio, ranked #2496.

Global Retirement Partners first reported a position in PSK in Q4 2016 and has held it in 32 quarters since. The position peaked at $195K in Q2 2021. 183 funds tracked by Wall St. Rank hold PSK as of Q4 2024.

Global Retirement Partners held 229 shares of State Street SPDR ICE Preferred Securities ETF worth $7.55K as of Q4 2024.
Global Retirement Partners sold 161 State Street SPDR ICE Preferred Securities ETF shares in Q4 2024, an estimated $5.57K.
State Street SPDR ICE Preferred Securities ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #2496 holding.
Global Retirement Partners first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2016 and has held it in 32 quarters since.
Global Retirement Partners's State Street SPDR ICE Preferred Securities ETF position peaked at $195K in Q2 2021.
183 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.