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Retirement Group’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Retirement 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
2024
Q1 		$9.87K Hold
283
– – ﹤0.01% 476
2023
Q4 		$9.49K Sell
283
-97
-26% -$3.12K ﹤0.01% 457
2023
Q3 		$12.3K Buy
380
+1
+0.3% +$33 0.01% 386
2023
Q2 		$12.7K Buy
379
+2
+0.5% +$67 0.01% 382
2023
Q1 		$13K Buy
377
+76
+25% +$2.66K 0.01% 361
2022
Q4 		$10K Buy
301
+2
+0.7% +$67 ﹤0.01% 353
2022
Q3 		$10K Sell
299
-69
-19% -$2.51K 0.01% 251
2022
Q2 		$13K Sell
368
-177
-32% -$6.4K 0.01% 396
2022
Q1 		$21K Buy
545
+3
+0.6% +$120 0.01% 336
2021
Q4 		$23K Buy
542
+5
+0.9% +$214 0.01% 314
2021
Q3 		$23K Buy
537
+4
+0.8% +$175 0.01% 295
2021
Q2 		$24K Buy
533
+4
+0.8% +$175 0.01% 304
2021
Q1 		$23K Buy
529
+3
+0.6% +$129 0.01% 363
2020
Q4 		$23K Buy
526
+6
+1% +$263 0.01% 341
2020
Q3 		$23K Buy
520
+6
+1% +$259 0.01% 312
2020
Q2 		$22K Buy
+514
New +$21.3K 0.01% 307
2019
Q4 		$22K Buy
+503
New +$22.1K 0.01% 312

Other funds holding PSK

SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Retirement Group's PSK Position: Q1 2024 in Review

Retirement Group held its State Street SPDR ICE Preferred Securities ETF (PSK) position steady in Q1 2024 at 283 shares worth $9.87K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Retirement Group first reported a position in PSK in Q4 2019 and has held it in 17 quarters since. The position peaked at $24K in Q2 2021. 167 funds tracked by Wall St. Rank hold PSK as of Q1 2024.

  • Retirement Group held 283 shares of State Street SPDR ICE Preferred Securities ETF worth $9.87K as of Q1 2024.
  • Retirement Group left its State Street SPDR ICE Preferred Securities ETF share count unchanged in Q1 2024.
  • State Street SPDR ICE Preferred Securities ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #476 holding.
  • Retirement Group first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2019 and has held it in 17 quarters since.
  • Retirement Group's State Street SPDR ICE Preferred Securities ETF position peaked at $24K in Q2 2021.
  • 167 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.