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Plante Moran Financial Advisors’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Plante Moran Financial Advisors’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
-582
Closed -$20K – 949
2022
Q3 		$20K Buy
+582
New +$21.2K ﹤0.01% 467
2016
Q4 		– Sell
-185
Closed -$8K – 1025
2016
Q3 		$8K Buy
+185
New +$8.54K 0.01% 623

Other funds holding PSK

PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
FLPIM
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 22.96% 1-Year Est. Return

Plante Moran Financial Advisors's PSK Position: Q4 2022 in Review

Plante Moran Financial Advisors sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q4 2022, closing a stake of 582 shares — an estimated $20K sold.

Plante Moran Financial Advisors first reported a position in PSK in Q3 2016 and held it in 2 quarters. The position peaked at $20K in Q3 2022. 199 funds tracked by Wall St. Rank hold PSK as of Q4 2022.

  • Plante Moran Financial Advisors reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q4 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 582 State Street SPDR ICE Preferred Securities ETF shares in Q4 2022, an estimated $20K.
  • Plante Moran Financial Advisors first reported a position in State Street SPDR ICE Preferred Securities ETF in Q3 2016 and held it in 2 quarters.
  • Plante Moran Financial Advisors's State Street SPDR ICE Preferred Securities ETF position peaked at $20K in Q3 2022.
  • 199 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q4 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.