Merit Financial Group
PSK icon

Merit Financial Group’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Merit Financial 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
2022
Q4 		– Sell
-8,567
Closed -$299K – 715
2022
Q3 		$299K Buy
+8,567
New +$312K 0.01% 439

Other funds holding PSK

PFS Investments
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
F.L. Putnam Investment Management
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
PL
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Merit Financial Group's PSK Position: Q4 2022 in Review

Merit Financial Group sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q4 2022, closing a stake of 8,567 shares — an estimated $299K sold.

Merit Financial Group first reported a position in PSK in Q3 2022 and held it in 1 quarter. The position peaked at $299K in Q3 2022. 199 funds tracked by Wall St. Rank hold PSK as of Q4 2022.

  • Merit Financial Group reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q4 2022 after selling out during the quarter.
  • Merit Financial Group sold 8,567 State Street SPDR ICE Preferred Securities ETF shares in Q4 2022, an estimated $299K.
  • Merit Financial Group first reported a position in State Street SPDR ICE Preferred Securities ETF in Q3 2022 and held it in 1 quarter.
  • Merit Financial Group's State Street SPDR ICE Preferred Securities ETF position peaked at $299K in Q3 2022.
  • 199 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q4 2022.

Based on Merit Financial Group's 13F filing for Q4 2022, filed 13 Jan 2023.