KFS
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Kelly Financial Services’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Kelly Financial Services’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
2022
Q3 		– Sell
-492
Closed -$17.6K – 714
2022
Q2 		$17.6K Buy
+492
New +$17.8K 0.01% 267

Other funds holding PSK

FLPIM
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PL
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CFG
CNO Financial Group Carmel, Indiana $174M AUM 1.66% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kelly Financial Services's PSK Position: Q3 2022 in Review

Kelly Financial Services sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q3 2022, closing a stake of 492 shares — an estimated $17.6K sold.

Kelly Financial Services first reported a position in PSK in Q2 2022 and held it in 1 quarter. The position peaked at $17.6K in Q2 2022. 194 funds tracked by Wall St. Rank hold PSK as of Q3 2022.

  • Kelly Financial Services reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q3 2022 after selling out during the quarter.
  • Kelly Financial Services sold 492 State Street SPDR ICE Preferred Securities ETF shares in Q3 2022, an estimated $17.6K.
  • Kelly Financial Services first reported a position in State Street SPDR ICE Preferred Securities ETF in Q2 2022 and held it in 1 quarter.
  • Kelly Financial Services's State Street SPDR ICE Preferred Securities ETF position peaked at $17.6K in Q2 2022.
  • 194 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q3 2022.

Based on Kelly Financial Services's 13F filing for Q3 2022, filed 17 Jul 2024.