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Marshall Financial Group (Maryland)’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Marshall Financial Group (Maryland)’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
2021
Q3 		– Sell
-14,819
Closed -$655K – 177
2021
Q2 		$655K Sell
14,819
-751
-5% -$32.8K 0.35% 102
2021
Q1 		$676K Sell
15,570
-1,256
-7% -$54.2K 0.4% 85
2020
Q4 		$747K Buy
+16,826
New +$738K 0.49% 73

Other funds holding PSK

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PL
Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return
CFG
CNO Financial Group Carmel, Indiana $174M AUM 1.66% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

Marshall Financial Group (Maryland)'s PSK Position: Q3 2021 in Review

Marshall Financial Group (Maryland) sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q3 2021, closing a stake of 14,819 shares — an estimated $655K sold.

Marshall Financial Group (Maryland) first reported a position in PSK in Q4 2020 and held it in 3 quarters. The position peaked at $747K in Q4 2020. 208 funds tracked by Wall St. Rank hold PSK as of Q3 2021.

  • Marshall Financial Group (Maryland) reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q3 2021 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 14,819 State Street SPDR ICE Preferred Securities ETF shares in Q3 2021, an estimated $655K.
  • Marshall Financial Group (Maryland) first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2020 and held it in 3 quarters.
  • Marshall Financial Group (Maryland)'s State Street SPDR ICE Preferred Securities ETF position peaked at $747K in Q4 2020.
  • 208 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q3 2021.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q3 2021, filed 28 Oct 2021.