Key Financial Inc’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Key Financial Inc’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
2026 Q2	$34.9K	Sell	1,142 -149	-12%	-$4.63K	0.01%	613
2026 Q1	$39.8K	Hold	1,291	–	–	0.01%	578
2025 Q4	$40.9K	Sell	1,291 -327	-20%	-$10.6K	0.01%	564
2025 Q3	$53.6K	Hold	1,618	–	–	0.01%	504
2025 Q2	$51.4K	Sell	1,618 -2,301	-59%	-$72.7K	0.01%	486
2025 Q1	$127K	Sell	3,919 -300	-7%	-$9.97K	0.03%	323
2024 Q4	$139K	Sell	4,219 -1,710	-29%	-$59.1K	0.03%	306
2024 Q3	$211K	Sell	5,929 -128	-2%	-$4.43K	0.05%	246
2024 Q2	$206K	Sell	6,057 -92	-1%	-$3.11K	0.05%	242
2024 Q1	$214K	Sell	6,149 -225	-4%	-$7.77K	0.05%	223
2023 Q4	$214K	Sell	6,374 -2,418	-28%	-$77.8K	0.06%	217
2023 Q3	$285K	Sell	8,792 -1,406	-14%	-$46.4K	0.1%	167
2023 Q2	$341K	Sell	10,198 -1,430	-12%	-$47.9K	0.11%	148
2023 Q1	$395K	Sell	11,628 -1,971	-14%	-$69K	0.14%	127
2022 Q4	$474K	Hold	13,599	–	–	0.22%	88
2022 Q3	$474K	Sell	13,599 -2,425	-15%	-$88.3K	0.22%	88
2022 Q2	$578K	Sell	16,024 -931	-5%	-$33.7K	0.31%	59
2022 Q1	$661K	Sell	16,955 -7,373	-30%	-$295K	0.33%	55
2021 Q4	$1.04M	Buy	24,328 +9,305	+62%	+$398K	0.52%	35
2021 Q3	$653K	Buy	15,023 +3,118	+26%	+$136K	0.37%	52
2021 Q2	$523K	Buy	11,905 +10,320	+651%	+$450K	0.29%	67
2021 Q1	$69K	Buy	+1,585	New	+$68.4K	0.05%	232

Other funds holding PSK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return

CFG

CNO Financial Group Carmel, Indiana $175M AUM 2.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SAS

Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

Key Financial Inc's PSK Position: Q2 2026 in Review

Key Financial Inc reduced its State Street SPDR ICE Preferred Securities ETF (PSK) stake by 12% in Q2 2026, selling an estimated $4.63K and leaving 1,142 shares worth $34.9K. The position accounts for 0.01% of the portfolio, ranked #613.

Key Financial Inc first reported a position in PSK in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.04M in Q4 2021. 153 funds tracked by Wall St. Rank hold PSK as of Q2 2026.

Key Financial Inc held 1,142 shares of State Street SPDR ICE Preferred Securities ETF worth $34.9K as of Q2 2026.
Key Financial Inc sold 149 State Street SPDR ICE Preferred Securities ETF shares in Q2 2026, an estimated $4.63K.
State Street SPDR ICE Preferred Securities ETF made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #613 holding.
Key Financial Inc first reported a position in State Street SPDR ICE Preferred Securities ETF in Q1 2021 and has held it in 22 quarters since.
Key Financial Inc's State Street SPDR ICE Preferred Securities ETF position peaked at $1.04M in Q4 2021.
153 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.