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

Gradient 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
2024
Q3 		– Sell
-3,234
Closed -$110K – 1028
2024
Q2 		$110K Hold
3,234
– – ﹤0.01% 389
2024
Q1 		$113K Sell
3,234
-1,046
-24% -$36.1K ﹤0.01% 344
2023
Q4 		$143K Buy
4,280
+12
+0.3% +$386 ﹤0.01% 380
2023
Q3 		$139K Sell
4,268
-238
-5% -$7.85K ﹤0.01% 354
2023
Q2 		$151K Buy
4,506
+12
+0.3% +$402 ﹤0.01% 353
2023
Q1 		$153K Sell
4,494
-29
-0.6% -$1.01K ﹤0.01% 321
2022
Q4 		$148K Sell
4,523
-2,350
-34% -$79.2K ﹤0.01% 333
2022
Q3 		$240K Buy
6,873
+434
+7% +$15.8K 0.01% 274
2022
Q2 		$231K Sell
6,439
-149
-2% -$5.39K 0.01% 277
2022
Q1 		$257K Buy
6,588
+6
+0.1% +$240 0.01% 269
2021
Q4 		$282K Buy
6,582
+12
+0.2% +$513 0.01% 255
2021
Q3 		$286K Sell
6,570
-34
-0.5% -$1.49K 0.01% 254
2021
Q2 		$292K Buy
6,604
+5,871
+801% +$256K 0.01% 250
2021
Q1 		$32K Buy
733
+186
+34% +$8.02K ﹤0.01% 545
2020
Q4 		$24K Hold
547
– – ﹤0.01% 531
2020
Q3 		$24K Hold
547
– – ﹤0.01% 534
2020
Q2 		$23K Sell
547
-131
-19% -$5.43K ﹤0.01% 501
2020
Q1 		$27K Sell
678
-14,141
-95% -$600K ﹤0.01% 455
2019
Q4 		$652K Sell
14,819
-775
-5% -$34K 0.03% 208
2019
Q3 		$689K Sell
15,594
-256
-2% -$11.2K 0.03% 208
2019
Q2 		$685K Sell
15,850
-381,656
-96% -$16.4M 0.04% 210
2019
Q1 		$17M Sell
397,506
-53,782
-12% -$2.25M 1.1% 18
2018
Q4 		$17.9M Buy
451,288
+451,053
+191,937% +$18.4M 1.07% 14
2018
Q3 		$9K Sell
235
-349,473
-100% -$15.1M ﹤0.01% 648
2018
Q2 		$15.2M Buy
349,708
+41,330
+13% +$1.78M 0.81% 16
2018
Q1 		$13.4M Buy
308,378
+280,255
+997% +$12.1M 0.73% 17
2017
Q4 		$1.24M Buy
+28,123
New +$1.26M 0.07% 133

Other funds holding PSK

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Gradient Investments's PSK Position: Q3 2024 in Review

Gradient Investments sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q3 2024, closing a stake of 3,234 shares — an estimated $110K sold.

Gradient Investments first reported a position in PSK in Q4 2017 and held it in 27 quarters. The position peaked at $17.9M in Q4 2018. 174 funds tracked by Wall St. Rank hold PSK as of Q3 2024.

  • Gradient Investments reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 3,234 State Street SPDR ICE Preferred Securities ETF shares in Q3 2024, an estimated $110K.
  • Gradient Investments first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2017 and held it in 27 quarters.
  • Gradient Investments's State Street SPDR ICE Preferred Securities ETF position peaked at $17.9M in Q4 2018.
  • 174 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.