Measured Wealth Private Client Group’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Measured Wealth Private Client Group’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	$4.5K	Hold	146	–	–	﹤0.01%	619
2025 Q4	$4.63K	Hold	146	–	–	﹤0.01%	611
2025 Q3	$4.83K	Buy	+146	New	+$4.76K	﹤0.01%	603
2022 Q3	–	Sell	-12,866	Closed	-$461K	–	177
2022 Q2	$461K	Sell	12,866 -8,403	-40%	-$304K	0.2%	76
2022 Q1	$830K	Sell	21,269 -6,487	-23%	-$259K	0.31%	39
2021 Q4	$1.19M	Sell	27,756 -6,323	-19%	-$271K	0.42%	37
2021 Q3	$1.48M	Sell	34,079 -46,893	-58%	-$2.05M	0.57%	28
2021 Q2	$3.58M	Buy	80,972 +4,660	+6%	+$203K	1.14%	16
2021 Q1	$3.31M	Buy	76,312 +5,479	+8%	+$236K	1.18%	16
2020 Q4	$3.15M	Buy	70,833 +12,112	+21%	+$531K	1.31%	15
2020 Q3	$2.55M	Buy	58,721 +4,975	+9%	+$215K	1.24%	15
2020 Q2	$2.25M	Buy	53,746 +5,849	+12%	+$243K	1.31%	11
2020 Q1	$1.88M	Sell	47,897 -6,191	-11%	-$263K	1.46%	13
2019 Q4	$2.38M	Buy	54,088 +11,256	+26%	+$494K	1.59%	10
2019 Q3	$1.89M	Buy	42,832 +19,465	+83%	+$852K	1.22%	17
2019 Q2	$1.01M	Buy	+23,367	New	+$1M	0.58%	34

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

Measured Wealth Private Client Group's PSK Position: Q1 2026 in Review

Measured Wealth Private Client Group held its State Street SPDR ICE Preferred Securities ETF (PSK) position steady in Q1 2026 at 146 shares worth $4.5K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

Measured Wealth Private Client Group first reported a position in PSK in Q2 2019 and has held it in 16 quarters since. The position peaked at $3.58M in Q2 2021. 159 funds tracked by Wall St. Rank hold PSK as of Q1 2026.

Measured Wealth Private Client Group held 146 shares of State Street SPDR ICE Preferred Securities ETF worth $4.5K as of Q1 2026.
Measured Wealth Private Client Group left its State Street SPDR ICE Preferred Securities ETF share count unchanged in Q1 2026.
State Street SPDR ICE Preferred Securities ETF made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #619 holding.
Measured Wealth Private Client Group first reported a position in State Street SPDR ICE Preferred Securities ETF in Q2 2019 and has held it in 16 quarters since.
Measured Wealth Private Client Group's State Street SPDR ICE Preferred Securities ETF position peaked at $3.58M in Q2 2021.
159 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.