Householder Group Estate & Retirement Specialist’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Householder Group Estate & Retirement Specialist’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	$160K	Sell	4,864 -1,174	-19%	-$40.6K	0.12%	116
2024 Q3	$215K	Sell	6,038 -925	-13%	-$32K	0.06%	234
2024 Q2	$236K	Buy	6,963 +154	+2%	+$5.2K	0.07%	227
2024 Q1	$237K	Sell	6,809 -4,044	-37%	-$140K	0.07%	223
2023 Q4	$363K	Sell	10,853 -185	-2%	-$5.95K	0.12%	158
2023 Q3	$358K	Buy	+11,038	New	+$364K	0.13%	146
2023 Q1	$868K	Buy	+25,565	New	+$895K	0.33%	66
2022 Q4	–	Sell	-30,152	Closed	-$1.05M	–	898
2022 Q3	$1.05M	Sell	30,152 -1,263	-4%	-$46K	0.43%	50
2022 Q2	$1.13M	Sell	31,415 -2,883	-8%	-$104K	0.5%	46
2022 Q1	$1.34M	Sell	34,298 -2,293	-6%	-$91.6K	0.54%	46
2021 Q4	$1.57M	Buy	+36,591	New	+$1.57M	0.58%	42

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 $153M AUM 0.03% 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 $457M AUM 21.4% 1-Year Est. Return

PAS

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

Householder Group Estate & Retirement Specialist's PSK Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its State Street SPDR ICE Preferred Securities ETF (PSK) stake by 19% in Q4 2024, selling an estimated $40.6K and leaving 4,864 shares worth $160K. The position accounts for 0.12% of the portfolio, ranked #116.

Householder Group Estate & Retirement Specialist first reported a position in PSK in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.57M in Q4 2021. 181 funds tracked by Wall St. Rank hold PSK as of Q4 2024.

Householder Group Estate & Retirement Specialist held 4,864 shares of State Street SPDR ICE Preferred Securities ETF worth $160K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 1,174 State Street SPDR ICE Preferred Securities ETF shares in Q4 2024, an estimated $40.6K.
State Street SPDR ICE Preferred Securities ETF made up 0.12% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #116 holding.
Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's State Street SPDR ICE Preferred Securities ETF position peaked at $1.57M in Q4 2021.
181 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.