Peterson Wealth Management’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Peterson Wealth 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
2023 Q2	–	Sell	-51,890	Closed	-$1.76M	–	71
2023 Q1	$1.76M	Sell	51,890 -902	-2%	-$31.6K	1.69%	17
2022 Q4	$1.73M	Sell	52,792 -9,567	-15%	-$323K	1.77%	17
2022 Q3	$2.17M	Buy	62,359 +40,305	+183%	+$1.47M	2.03%	14
2022 Q2	$791K	Sell	22,054 -140,712	-86%	-$5.09M	1.02%	27
2022 Q1	$6.35M	Buy	162,766 +107,889	+197%	+$4.31M	4.26%	8
2021 Q4	$2.35M	Buy	54,877 +11,695	+27%	+$500K	1.57%	21
2021 Q3	$1.88M	Buy	43,182 +6,250	+17%	+$273K	1.45%	23
2021 Q2	$1.63M	Buy	+36,932	New	+$1.61M	1.27%	27

Other funds holding PSK

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CFG

CNO Financial Group Carmel, Indiana $174M AUM 1.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Peterson Wealth Management's PSK Position: Q2 2023 in Review

Peterson Wealth Management sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q2 2023, closing a stake of 51,890 shares — an estimated $1.76M sold.

Peterson Wealth Management first reported a position in PSK in Q2 2021 and held it in 8 quarters. The position peaked at $6.35M in Q1 2022. 184 funds tracked by Wall St. Rank hold PSK as of Q2 2023.

Peterson Wealth Management reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q2 2023 after selling out during the quarter.
Peterson Wealth Management sold 51,890 State Street SPDR ICE Preferred Securities ETF shares in Q2 2023, an estimated $1.76M.
Peterson Wealth Management first reported a position in State Street SPDR ICE Preferred Securities ETF in Q2 2021 and held it in 8 quarters.
Peterson Wealth Management's State Street SPDR ICE Preferred Securities ETF position peaked at $6.35M in Q1 2022.
184 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2023.

Based on Peterson Wealth Management's 13F filing for Q2 2023, filed 17 Aug 2023.