GLOBALT Investments’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

GLOBALT Investments’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	–	Sell	-13,083	Closed	-$415K	–	207
2025 Q4	$415K	Sell	13,083 -462	-3%	-$14.9K	0.02%	180
2025 Q3	$448K	Sell	13,545 -761	-5%	-$24.8K	0.02%	179
2025 Q2	$454K	Sell	14,306 -1,658	-10%	-$52.4K	0.02%	180
2025 Q1	$517K	Sell	15,964 -1,670	-9%	-$55.5K	0.02%	169
2024 Q4	$582K	Sell	17,634 -351	-2%	-$12.1K	0.02%	171
2024 Q3	$641K	Sell	17,985 -482	-3%	-$16.7K	0.02%	166
2024 Q2	$627K	Sell	18,467 -2,063	-10%	-$69.7K	0.03%	168
2024 Q1	$716K	Sell	20,530 -1,151	-5%	-$39.8K	0.03%	164
2023 Q4	$727K	Buy	+21,681	New	+$697K	0.03%	164

Other funds holding PSK

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

GLOBALT Investments's PSK Position: Q1 2026 in Review

GLOBALT Investments sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q1 2026, closing a stake of 13,083 shares — an estimated $415K sold.

GLOBALT Investments first reported a position in PSK in Q4 2023 and held it in 9 quarters. The position peaked at $727K in Q4 2023. 159 funds tracked by Wall St. Rank hold PSK as of Q1 2026.

GLOBALT Investments reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q1 2026 after selling out during the quarter.
GLOBALT Investments sold 13,083 State Street SPDR ICE Preferred Securities ETF shares in Q1 2026, an estimated $415K.
GLOBALT Investments first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2023 and held it in 9 quarters.
GLOBALT Investments's State Street SPDR ICE Preferred Securities ETF position peaked at $727K in Q4 2023.
159 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2026.

Based on GLOBALT Investments's 13F filing for Q1 2026, filed 15 May 2026.