IFWM
PSK icon

Institute for Wealth Management’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Institute for Wealth 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
2020
Q1 		– Sell
-2,085
Closed -$92K – 605
2019
Q4 		$92K Buy
+2,085
New +$91.5K 0.02% 480

Other funds holding PSK

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PL
Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Institute for Wealth Management's PSK Position: Q1 2020 in Review

Institute for Wealth Management sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q1 2020, closing a stake of 2,085 shares — an estimated $92K sold.

Institute for Wealth Management first reported a position in PSK in Q4 2019 and held it in 1 quarter. The position peaked at $92K in Q4 2019. 135 funds tracked by Wall St. Rank hold PSK as of Q1 2020.

  • Institute for Wealth Management reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 2,085 State Street SPDR ICE Preferred Securities ETF shares in Q1 2020, an estimated $92K.
  • Institute for Wealth Management first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's State Street SPDR ICE Preferred Securities ETF position peaked at $92K in Q4 2019.
  • 135 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.