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

Lowe Wealth Advisors’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
2025 Q3	$117K	Hold	3,538	–	–	0.04%	85
2025 Q2	$112K	Hold	3,538	–	–	0.04%	84
2025 Q1	$115K	Hold	3,538	–	–	0.05%	84
2024 Q4	$117K	Hold	3,538	–	–	0.05%	78
2024 Q3	$126K	Hold	3,538	–	–	0.05%	67
2024 Q2	$120K	Hold	3,538	–	–	0.05%	64
2024 Q1	$123K	Hold	3,538	–	–	0.06%	67
2023 Q4	$119K	Hold	3,538	–	–	0.06%	69
2023 Q3	$115K	Sell	3,538 -235	-6%	-$7.75K	0.06%	67
2023 Q2	$126K	Hold	3,773	–	–	0.06%	65
2023 Q1	$128K	Sell	3,773 -4,300	-53%	-$151K	0.07%	61
2022 Q4	$265K	Buy	8,073 +400	+5%	+$13.5K	0.15%	43
2022 Q3	$267K	Hold	7,673	–	–	0.16%	38
2022 Q2	$275K	Hold	7,673	–	–	0.15%	38
2022 Q1	$299K	Buy	7,673 +450	+6%	+$18K	0.14%	41
2021 Q4	$310K	Hold	7,223	–	–	0.14%	37
2021 Q3	$314K	Buy	7,223 +3,478	+93%	+$152K	0.15%	36
2021 Q2	$166K	Buy	3,745 +1,250	+50%	+$54.6K	0.08%	47
2021 Q1	$108K	Buy	2,495 +1,295	+108%	+$55.9K	0.05%	58
2020 Q4	$53K	Buy	+1,200	New	+$52.6K	0.03%	81
2020 Q2	–	Sell	-31	Closed	-$1K	–	300
2020 Q1	$1K	Buy	+31	New	+$1.32K	﹤0.01%	279

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

PAS

Park Avenue Securities New York $16B AUM 26.77% 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

Lowe Wealth Advisors's PSK Position: Q3 2025 in Review

Lowe Wealth Advisors held its State Street SPDR ICE Preferred Securities ETF (PSK) position steady in Q3 2025 at 3,538 shares worth $117K. The position accounts for 0.04% of the portfolio, ranked #85.

Lowe Wealth Advisors first reported a position in PSK in Q1 2020 and has held it in 21 quarters since. The position peaked at $314K in Q3 2021. 167 funds tracked by Wall St. Rank hold PSK as of Q3 2025.

Lowe Wealth Advisors held 3,538 shares of State Street SPDR ICE Preferred Securities ETF worth $117K as of Q3 2025.
Lowe Wealth Advisors left its State Street SPDR ICE Preferred Securities ETF share count unchanged in Q3 2025.
State Street SPDR ICE Preferred Securities ETF made up 0.04% of Lowe Wealth Advisors's portfolio in Q3 2025, its #85 holding.
Lowe Wealth Advisors first reported a position in State Street SPDR ICE Preferred Securities ETF in Q1 2020 and has held it in 21 quarters since.
Lowe Wealth Advisors's State Street SPDR ICE Preferred Securities ETF position peaked at $314K in Q3 2021.
167 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.