Laurel Oak Wealth Management’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Laurel Oak 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
2026 Q2	$509K	Sell	16,669 -2,137	-11%	-$66.4K	0.07%	198
2026 Q1	$580K	Sell	18,806 -464	-2%	-$14.8K	0.1%	167
2025 Q4	$611K	Buy	+19,270	New	+$623K	0.1%	158

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

Laurel Oak Wealth Management's PSK Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its State Street SPDR ICE Preferred Securities ETF (PSK) stake by 11% in Q2 2026, selling an estimated $66.4K and leaving 16,669 shares worth $509K. The position accounts for 0.07% of the portfolio, ranked #198.

Laurel Oak Wealth Management first reported a position in PSK in Q4 2025 and has held it in 3 quarters since. The position peaked at $611K in Q4 2025. 154 funds tracked by Wall St. Rank hold PSK as of Q2 2026.

Laurel Oak Wealth Management held 16,669 shares of State Street SPDR ICE Preferred Securities ETF worth $509K as of Q2 2026.
Laurel Oak Wealth Management sold 2,137 State Street SPDR ICE Preferred Securities ETF shares in Q2 2026, an estimated $66.4K.
State Street SPDR ICE Preferred Securities ETF made up 0.07% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #198 holding.
Laurel Oak Wealth Management first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2025 and has held it in 3 quarters since.
Laurel Oak Wealth Management's State Street SPDR ICE Preferred Securities ETF position peaked at $611K in Q4 2025.
154 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.