Mayflower Financial Advisors’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Mayflower Financial 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 Q4	–	Sell	-7,875	Closed	-$260K	–	434
2025 Q3	$260K	Hold	7,875	–	–	0.03%	360
2025 Q2	$250K	Hold	7,875	–	–	0.03%	354
2025 Q1	$255K	Hold	7,875	–	–	0.04%	332
2024 Q4	$260K	Buy	+7,875	New	+$272K	0.04%	316
2024 Q3	–	Sell	-6,225	Closed	-$211K	–	380
2024 Q2	$211K	Hold	6,225	–	–	0.03%	333
2024 Q1	$217K	Hold	6,225	–	–	0.04%	333
2023 Q4	$209K	Sell	6,225 -390	-6%	-$12.5K	0.03%	317
2023 Q3	$215K	Hold	6,615	–	–	0.03%	308
2023 Q2	$221K	Buy	+6,615	New	+$222K	0.03%	323
2022 Q2	–	Sell	-5,320	Closed	-$208K	–	358
2022 Q1	$208K	Sell	5,320 -1,000	-16%	-$40K	0.03%	326
2021 Q4	$271K	Sell	6,320 -940	-13%	-$40.2K	0.04%	282
2021 Q3	$314K	Hold	7,260	–	–	0.04%	255
2021 Q2	$321K	Sell	7,260 -1,150	-14%	-$50.2K	0.04%	233
2021 Q1	$365K	Buy	8,410 +1,760	+26%	+$75.9K	0.05%	202
2020 Q4	$295K	Buy	+6,650	New	+$292K	0.05%	209

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $174M AUM 1.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Mayflower Financial Advisors's PSK Position: Q4 2025 in Review

Mayflower Financial Advisors sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q4 2025, closing a stake of 7,875 shares — an estimated $260K sold.

Mayflower Financial Advisors first reported a position in PSK in Q4 2020 and held it in 15 quarters. The position peaked at $365K in Q1 2021. 170 funds tracked by Wall St. Rank hold PSK as of Q4 2025.

Mayflower Financial Advisors reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q4 2025 after selling out during the quarter.
Mayflower Financial Advisors sold 7,875 State Street SPDR ICE Preferred Securities ETF shares in Q4 2025, an estimated $260K.
Mayflower Financial Advisors first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2020 and held it in 15 quarters.
Mayflower Financial Advisors's State Street SPDR ICE Preferred Securities ETF position peaked at $365K in Q1 2021.
170 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q4 2025.

Based on Mayflower Financial Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.