Matthew Goff Investment Advisor’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Matthew Goff Investment Advisor’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
2022 Q3	–	Sell	-5,602	Closed	-$201K	–	80
2022 Q2	$201K	Hold	5,602	–	–	0.05%	77
2022 Q1	$219K	Hold	5,602	–	–	0.05%	75
2021 Q4	$240K	Sell	5,602 -540	-9%	-$23.1K	0.06%	75
2021 Q3	$267K	Hold	6,142	–	–	0.07%	82
2021 Q2	$272K	Hold	6,142	–	–	0.07%	79
2021 Q1	$267K	Hold	6,142	–	–	0.08%	81
2020 Q4	$273K	Hold	6,142	–	–	0.08%	75
2020 Q3	$267K	Hold	6,142	–	–	0.09%	71
2020 Q2	$257K	Hold	6,142	–	–	0.08%	70
2020 Q1	$241K	Sell	6,142 -262	-4%	-$11.1K	0.1%	51
2019 Q4	$282K	Hold	6,404	–	–	0.1%	52
2019 Q3	$283K	Hold	6,404	–	–	0.12%	52
2019 Q2	$277K	Buy	+6,404	New	+$275K	0.12%	50

Other funds holding PSK

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

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

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SAS

Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Matthew Goff Investment Advisor's PSK Position: Q3 2022 in Review

Matthew Goff Investment Advisor sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q3 2022, closing a stake of 5,602 shares — an estimated $201K sold.

Matthew Goff Investment Advisor first reported a position in PSK in Q2 2019 and held it in 13 quarters. The position peaked at $283K in Q3 2019. 193 funds tracked by Wall St. Rank hold PSK as of Q3 2022.

Matthew Goff Investment Advisor reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q3 2022 after selling out during the quarter.
Matthew Goff Investment Advisor sold 5,602 State Street SPDR ICE Preferred Securities ETF shares in Q3 2022, an estimated $201K.
Matthew Goff Investment Advisor first reported a position in State Street SPDR ICE Preferred Securities ETF in Q2 2019 and held it in 13 quarters.
Matthew Goff Investment Advisor's State Street SPDR ICE Preferred Securities ETF position peaked at $283K in Q3 2019.
193 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q3 2022.

Based on Matthew Goff Investment Advisor's 13F filing for Q3 2022, filed 13 Oct 2022.