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Jamison Private Wealth Management’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Jamison Private 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
2024
Q1 		– Sell
-2,287
Closed -$76.7K – 515
2023
Q4 		$76.7K Sell
2,287
-813
-26% -$26.1K 0.01% 216
2023
Q3 		$101K Buy
+3,100
New +$102K 0.02% 199

Other funds holding PSK

SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Jamison Private Wealth Management's PSK Position: Q1 2024 in Review

Jamison Private Wealth Management sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q1 2024, closing a stake of 2,287 shares — an estimated $76.7K sold.

Jamison Private Wealth Management first reported a position in PSK in Q3 2023 and held it in 2 quarters. The position peaked at $101K in Q3 2023. 167 funds tracked by Wall St. Rank hold PSK as of Q1 2024.

  • Jamison Private Wealth Management reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q1 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 2,287 State Street SPDR ICE Preferred Securities ETF shares in Q1 2024, an estimated $76.7K.
  • Jamison Private Wealth Management first reported a position in State Street SPDR ICE Preferred Securities ETF in Q3 2023 and held it in 2 quarters.
  • Jamison Private Wealth Management's State Street SPDR ICE Preferred Securities ETF position peaked at $101K in Q3 2023.
  • 167 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2024.

Based on Jamison Private Wealth Management's 13F filing for Q1 2024, filed 26 Apr 2024.