MAFM
PSK icon

Mid Atlantic Financial Management’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Mid Atlantic Financial Management’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 		$5.5M Buy
126,517
+805
+0.6% +$35.2K 0.37% 57
2021
Q2 		$5.56M Sell
125,712
-1,087
-0.9% -$47.4K 0.37% 57
2021
Q1 		$5.51M Sell
126,799
-11,187
-8% -$483K 0.4% 52
2020
Q4 		$6.13M Buy
137,986
+66,383
+93% +$2.91M 0.47% 39
2020
Q3 		$3.13M Buy
+71,603
New +$3.09M 0.27% 86

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

Mid Atlantic Financial Management's PSK Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its State Street SPDR ICE Preferred Securities ETF (PSK) stake by 0.64% in Q3 2021, buying an estimated $35.2K and bringing the position to 126,517 shares worth $5.5M. The position accounts for 0.37% of the portfolio, ranked #57.

Mid Atlantic Financial Management first reported a position in PSK in Q3 2020 and has held it in 5 quarters since. The position peaked at $6.13M in Q4 2020. 208 funds tracked by Wall St. Rank hold PSK as of Q3 2021.

  • Mid Atlantic Financial Management held 126,517 shares of State Street SPDR ICE Preferred Securities ETF worth $5.5M as of Q3 2021.
  • Mid Atlantic Financial Management bought 805 State Street SPDR ICE Preferred Securities ETF shares in Q3 2021, an estimated $35.2K.
  • State Street SPDR ICE Preferred Securities ETF made up 0.37% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #57 holding.
  • Mid Atlantic Financial Management first reported a position in State Street SPDR ICE Preferred Securities ETF in Q3 2020 and has held it in 5 quarters since.
  • Mid Atlantic Financial Management's State Street SPDR ICE Preferred Securities ETF position peaked at $6.13M in Q4 2020.
  • 208 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.