KFI
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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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return
CFG
CNO Financial Group Carmel, Indiana $174M AUM 1.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return

Key Financial Inc's PSK Position: Q1 2026 in Review

Key Financial Inc held its State Street SPDR ICE Preferred Securities ETF (PSK) position steady in Q1 2026 at 1,291 shares worth $39.8K. The position accounts for 0.01% of the portfolio, ranked #578.

Key Financial Inc first reported a position in PSK in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.04M in Q4 2021. 159 funds tracked by Wall St. Rank hold PSK as of Q1 2026.

  • Key Financial Inc held 1,291 shares of State Street SPDR ICE Preferred Securities ETF worth $39.8K as of Q1 2026.
  • Key Financial Inc left its State Street SPDR ICE Preferred Securities ETF share count unchanged in Q1 2026.
  • State Street SPDR ICE Preferred Securities ETF made up 0.01% of Key Financial Inc's portfolio in Q1 2026, its #578 holding.
  • Key Financial Inc first reported a position in State Street SPDR ICE Preferred Securities ETF in Q1 2021 and has held it in 21 quarters since.
  • Key Financial Inc's State Street SPDR ICE Preferred Securities ETF position peaked at $1.04M in Q4 2021.
  • 159 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.