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Lindbrook Capital’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Lindbrook Capital’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
2023
Q1 		– Sell
-3,668
Closed -$120K – 2886
2022
Q4 		$120K Hold
3,668
– – 0.01% 445
2022
Q3 		$128K Hold
3,668
– – 0.02% 381
2022
Q2 		$131K Buy
+3,668
New +$133K 0.02% 384

Other funds holding PSK

PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
PL
Protective Life Birmingham, Alabama $14M AUM 7.42% 1-Year Est. Return
CFG
CNO Financial Group Carmel, Indiana $175M AUM 2.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lindbrook Capital's PSK Position: Q1 2023 in Review

Lindbrook Capital sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q1 2023, closing a stake of 3,668 shares — an estimated $120K sold.

Lindbrook Capital first reported a position in PSK in Q2 2022 and held it in 3 quarters. The position peaked at $131K in Q2 2022. 192 funds tracked by Wall St. Rank hold PSK as of Q1 2023.

  • Lindbrook Capital reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q1 2023 after selling out during the quarter.
  • Lindbrook Capital sold 3,668 State Street SPDR ICE Preferred Securities ETF shares in Q1 2023, an estimated $120K.
  • Lindbrook Capital first reported a position in State Street SPDR ICE Preferred Securities ETF in Q2 2022 and held it in 3 quarters.
  • Lindbrook Capital's State Street SPDR ICE Preferred Securities ETF position peaked at $131K in Q2 2022.
  • 192 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2023.

Based on Lindbrook Capital's 13F filing for Q1 2023, filed 26 Apr 2023.