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

MAI Capital 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 Q1	$136K	Sell	4,399 -288	-6%	-$9.21K	﹤0.01%	1680
2025 Q4	$149K	Buy	4,687 +3,538	+308%	+$114K	﹤0.01%	1434
2025 Q3	$38K	Hold	1,149	–	–	﹤0.01%	2086
2025 Q2	$36.5K	Hold	1,149	–	–	﹤0.01%	2039
2025 Q1	$37.2K	Hold	1,149	–	–	﹤0.01%	1899
2024 Q4	$37.9K	Buy	+1,149	New	+$39.7K	﹤0.01%	1898

Other funds holding PSK

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

MAI Capital Management's PSK Position: Q1 2026 in Review

MAI Capital Management reduced its State Street SPDR ICE Preferred Securities ETF (PSK) stake by 6.1% in Q1 2026, selling an estimated $9.21K and leaving 4,399 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #1680.

MAI Capital Management first reported a position in PSK in Q4 2024 and has held it in 6 quarters since. The position peaked at $149K in Q4 2025. 159 funds tracked by Wall St. Rank hold PSK as of Q1 2026.

MAI Capital Management held 4,399 shares of State Street SPDR ICE Preferred Securities ETF worth $136K as of Q1 2026.
MAI Capital Management sold 288 State Street SPDR ICE Preferred Securities ETF shares in Q1 2026, an estimated $9.21K.
State Street SPDR ICE Preferred Securities ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #1680 holding.
MAI Capital Management first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2024 and has held it in 6 quarters since.
MAI Capital Management's State Street SPDR ICE Preferred Securities ETF position peaked at $149K in Q4 2025.
159 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.