PFS
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Prospera Financial Services’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Prospera Financial Services’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
-6,626
Closed -$210K – 1485
2025
Q4 		$210K Buy
6,626
+55
+0.8% +$1.78K ﹤0.01% 1284
2025
Q3 		$217K Buy
6,571
+41
+0.6% +$1.34K ﹤0.01% 1273
2025
Q2 		$207K Sell
6,530
-3,927
-38% -$124K ﹤0.01% 1245
2025
Q1 		$339K Sell
10,457
-78,578
-88% -$2.61M 0.01% 938
2024
Q4 		$2.94M Buy
89,035
+1,945
+2% +$67.3K 0.07% 290
2024
Q3 		$3.11M Buy
87,090
+80,839
+1,293% +$2.8M 0.08% 264
2024
Q2 		$212K Buy
+6,251
New +$211K 0.01% 1052
2023
Q2 		– Sell
-16,563
Closed -$562K – 1061
2023
Q1 		$562K Buy
16,563
+9,304
+128% +$326K 0.02% 576
2022
Q4 		$238K Sell
7,259
-168,219
-96% -$5.67M 0.01% 788
2022
Q3 		$6.12M Buy
175,478
+158,190
+915% +$5.76M 0.32% 68
2022
Q2 		$620K Sell
17,288
-4,006
-19% -$145K 0.03% 467
2022
Q1 		$831K Sell
21,294
-148,729
-87% -$5.94M 0.03% 465
2021
Q4 		$7.29M Buy
170,023
+13,295
+8% +$569K 0.32% 63
2021
Q3 		$6.81M Buy
156,728
+2,837
+2% +$124K 0.34% 54
2021
Q2 		$6.8M Buy
153,891
+11,905
+8% +$520K 0.34% 49
2021
Q1 		$6.17M Buy
141,986
+132,679
+1,426% +$5.72M 0.37% 43
2020
Q4 		$413K Buy
9,307
+5,790
+165% +$254K 0.03% 454
2020
Q3 		$153K Buy
+3,517
New +$152K 0.06% 297
2017
Q1 		– Sell
-144,147
Closed -$6.18M – 413
2016
Q4 		$6.18M Sell
144,147
-13,313
-8% -$581K 1.21% 11
2016
Q3 		$7.16M Sell
157,460
-279,736
-64% -$12.9M 1.44% 7
2016
Q2 		$20.1M Sell
437,196
-47,739
-10% -$2.17M 4.17% 3
2016
Q1 		$21.9M Buy
+484,935
New +$21.6M 4.86% 4

Other funds holding PSK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return
CFG
CNO Financial Group Carmel, Indiana $174M AUM 1.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return

Prospera Financial Services's PSK Position: Q1 2026 in Review

Prospera Financial Services sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q1 2026, closing a stake of 6,626 shares — an estimated $210K sold.

Prospera Financial Services first reported a position in PSK in Q1 2016 and held it in 22 quarters. The position peaked at $21.9M in Q1 2016. 159 funds tracked by Wall St. Rank hold PSK as of Q1 2026.

  • Prospera Financial Services reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q1 2026 after selling out during the quarter.
  • Prospera Financial Services sold 6,626 State Street SPDR ICE Preferred Securities ETF shares in Q1 2026, an estimated $210K.
  • Prospera Financial Services first reported a position in State Street SPDR ICE Preferred Securities ETF in Q1 2016 and held it in 22 quarters.
  • Prospera Financial Services's State Street SPDR ICE Preferred Securities ETF position peaked at $21.9M in Q1 2016.
  • 159 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2026.

Based on Prospera Financial Services's 13F filing for Q1 2026, filed 14 Apr 2026.