SageView Advisory Group
PSK icon

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

SageView Advisory 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
2026
Q1 		– Sell
-590
Closed -$18.7K – 1955
2025
Q4 		$18.7K Buy
+590
New +$19.1K ﹤0.01% 1484

Other funds holding PSK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return
CFG
CNO Financial Group Carmel, Indiana $175M AUM 2.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

SageView Advisory Group's PSK Position: Q1 2026 in Review

SageView Advisory Group sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q1 2026, closing a stake of 590 shares — an estimated $18.7K sold.

SageView Advisory Group first reported a position in PSK in Q4 2025 and held it in 1 quarter. The position peaked at $18.7K in Q4 2025. 161 funds tracked by Wall St. Rank hold PSK as of Q1 2026.

  • SageView Advisory Group reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 590 State Street SPDR ICE Preferred Securities ETF shares in Q1 2026, an estimated $18.7K.
  • SageView Advisory Group first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's State Street SPDR ICE Preferred Securities ETF position peaked at $18.7K in Q4 2025.
  • 161 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.