Long Run Wealth Advisors’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$7.29M Buy
229,950
+14,622
+7% +$473K 1.37% 19
2025
Q3
$7.12M Buy
215,328
+14,204
+7% +$463K 1.4% 19
2025
Q2
$6.39M Buy
201,124
+16,000
+9% +$506K 1.34% 22
2025
Q1
$6M Buy
185,124
+20,550
+12% +$683K 1.36% 20
2024
Q4
$5.43M Buy
164,574
+13,198
+9% +$456K 1.3% 20
2024
Q3
$5.4M Buy
151,376
+11,012
+8% +$381K 1.27% 20
2024
Q2
$4.76M Buy
140,364
+5,621
+4% +$190K 1.21% 22
2024
Q1
$4.7M Buy
134,743
+3,823
+3% +$132K 1.24% 22
2023
Q4
$4.39M Sell
130,920
-2,849
-2% -$91.6K 1.27% 22
2023
Q3
$4.34M Sell
133,769
-607
-0.5% -$20K 1.41% 20
2023
Q2
$4.5M Sell
134,376
-41,526
-24% -$1.39M 1.44% 20
2023
Q1
$5.97M Buy
175,902
+10,491
+6% +$367K 2.03% 14
2022
Q4
$5.43M Sell
165,411
-2,363
-1% -$79.7K 1.95% 13
2022
Q3
$5.85M Buy
167,774
+99
+0.1% +$3.6K 2.32% 14
2022
Q2
$6.01M Buy
167,675
+17,019
+11% +$616K 2.33% 12
2022
Q1
$5.87M Buy
150,656
+10,186
+7% +$407K 2.05% 14
2021
Q4
$6.03M Buy
+140,470
New +$6.01M 2.1% 13

Other funds holding PSK

Long Run Wealth Advisors's PSK Position: Q4 2025 in Review

Long Run Wealth Advisors increased its State Street SPDR ICE Preferred Securities ETF (PSK) stake by 6.8% in Q4 2025, buying an estimated $473K and bringing the position to 229,950 shares worth $7.29M. The position accounts for 1.37% of the portfolio, ranked #19.

Long Run Wealth Advisors first reported a position in PSK in Q4 2021 and has held it in 17 quarters since. 171 funds tracked by Wall St. Rank hold PSK as of Q4 2025.

  • Long Run Wealth Advisors held 229,950 shares of State Street SPDR ICE Preferred Securities ETF worth $7.29M as of Q4 2025.
  • Long Run Wealth Advisors bought 14,622 State Street SPDR ICE Preferred Securities ETF shares in Q4 2025, an estimated $473K.
  • State Street SPDR ICE Preferred Securities ETF made up 1.37% of Long Run Wealth Advisors's portfolio in Q4 2025, its #19 holding.
  • Long Run Wealth Advisors first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2021 and has held it in 17 quarters since.
  • 171 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.