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

Newbridge Financial Services 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 		– Sell
-24
Closed -$761 – 1239
2025
Q4 		$761 Buy
+24
New +$776 ﹤0.01% 1094
2024
Q1 		– Sell
-606
Closed -$20.3K – 1265
2023
Q4 		$20.3K Buy
606
+6
+1% +$193 0.01% 594
2023
Q3 		$19.5K Buy
600
+4
+0.7% +$132 0.01% 648
2023
Q2 		$19.9K Buy
596
+5
+0.8% +$167 0.01% 701
2023
Q1 		$20.1K Buy
591
+2
+0.3% +$70 0.01% 719
2022
Q4 		$19.3K Sell
589
-539
-48% -$18.2K 0.01% 732
2022
Q3 		$39K Buy
1,128
+12
+1% +$437 0.02% 514
2022
Q2 		$40K Buy
1,116
+11
+1% +$398 0.02% 456
2022
Q1 		$43K Buy
1,105
+8
+0.7% +$320 0.02% 517
2021
Q4 		$47K Sell
1,097
-328
-23% -$14K 0.02% 477
2021
Q3 		$62K Buy
1,425
+339
+31% +$14.8K 0.04% 355
2021
Q2 		$48K Buy
1,086
+10
+0.9% +$436 0.03% 449
2021
Q1 		$47K Buy
1,076
+238
+28% +$10.3K 0.03% 412
2020
Q4 		$37K Buy
838
+349
+71% +$15.3K 0.03% 399
2020
Q3 		$21K Buy
+489
New +$21.1K 0.02% 495

Other funds holding PSK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $175M AUM 2.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

Newbridge Financial Services Group's PSK Position: Q1 2026 in Review

Newbridge Financial Services Group sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q1 2026, closing a stake of 24 shares — an estimated $761 sold.

Newbridge Financial Services Group first reported a position in PSK in Q3 2020 and held it in 15 quarters. The position peaked at $62K in Q3 2021. 161 funds tracked by Wall St. Rank hold PSK as of Q1 2026.

  • Newbridge Financial Services Group reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q1 2026 after selling out during the quarter.
  • Newbridge Financial Services Group sold 24 State Street SPDR ICE Preferred Securities ETF shares in Q1 2026, an estimated $761.
  • Newbridge Financial Services Group first reported a position in State Street SPDR ICE Preferred Securities ETF in Q3 2020 and held it in 15 quarters.
  • Newbridge Financial Services Group's State Street SPDR ICE Preferred Securities ETF position peaked at $62K in Q3 2021.
  • 161 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.