Gould Asset Management’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Gould Asset Management’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	–	Sell	-5,725	Closed	-$204K	–	169
2024 Q3	$204K	Buy	+5,725	New	+$198K	0.04%	159
2023 Q2	–	Sell	-6,255	Closed	-$212K	–	153
2023 Q1	$212K	Hold	6,255	–	–	0.06%	137
2022 Q4	$205K	Buy	+6,255	New	+$211K	0.06%	147

Other funds holding PSK

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return

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

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

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

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

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Gould Asset Management's PSK Position: Q4 2024 in Review

Gould Asset Management sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q4 2024, closing a stake of 5,725 shares — an estimated $204K sold.

Gould Asset Management first reported a position in PSK in Q4 2022 and held it in 3 quarters. The position peaked at $212K in Q1 2023. 181 funds tracked by Wall St. Rank hold PSK as of Q4 2024.

Gould Asset Management reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q4 2024 after selling out during the quarter.
Gould Asset Management sold 5,725 State Street SPDR ICE Preferred Securities ETF shares in Q4 2024, an estimated $204K.
Gould Asset Management first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2022 and held it in 3 quarters.
Gould Asset Management's State Street SPDR ICE Preferred Securities ETF position peaked at $212K in Q1 2023.
181 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q4 2024.

Based on Gould Asset Management's 13F filing for Q4 2024, filed 7 Feb 2025.