Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
PFA
Pure Financial Advisors’s
State Street SPDR ICE Preferred Securities ETF
PSK
Stock Holding History
Pure Financial Advisors’s Portfolio
PSK Stock Details
PSK Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$730K
Sell
23,669
-459
-2%
-$14.7K
0.01%
261
2025
Q4
$765K
Sell
24,128
-689
-3%
-$22.3K
0.01%
250
2025
Q3
$821K
Buy
24,817
+494
+2%
+$16.1K
0.01%
236
2025
Q2
$772K
Buy
24,323
+9,575
+65%
+$303K
0.01%
232
2025
Q1
$478K
Buy
14,748
+232
+2%
+$7.71K
0.01%
245
2024
Q4
$479K
Buy
14,516
+1,149
+9%
+$39.7K
0.01%
221
2024
Q3
$477K
Sell
13,367
-1,543
-10%
-$53.4K
0.01%
221
2024
Q2
$506K
Buy
14,910
+747
+5%
+$25.2K
0.01%
199
2024
Q1
$494K
Sell
14,163
-1,064
-7%
-$36.8K
0.02%
198
2023
Q4
$510K
Buy
15,227
+981
+7%
+$31.5K
0.02%
188
2023
Q3
$462K
Buy
14,246
+302
+2%
+$9.96K
0.02%
177
2023
Q2
$467K
Buy
13,944
+3,592
+35%
+$120K
0.02%
170
2023
Q1
$352K
Buy
10,352
+80
+0.8%
+$2.8K
0.02%
185
2022
Q4
$337K
Sell
10,272
-3,602
-26%
-$121K
0.02%
183
2022
Q3
$484K
Sell
13,874
-1,279
-8%
-$46.5K
0.03%
151
2022
Q2
$543K
Buy
15,153
+4,740
+46%
+$171K
0.03%
148
2022
Q1
$406K
Buy
+10,413
New
+$416K
0.02%
161
Other funds holding PSK
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$570B AUM
27.57%
1-Year Est. Return
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
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close