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Sandy Spring Bank’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Sandy Spring Bank’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
Q3 		– Sell
-749
Closed -$25.4K – 1286
2024
Q2 		$25.4K Buy
+749
New +$25.3K ﹤0.01% 708

Other funds holding PSK

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Sandy Spring Bank's PSK Position: Q3 2024 in Review

Sandy Spring Bank sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q3 2024, closing a stake of 749 shares — an estimated $25.4K sold.

Sandy Spring Bank first reported a position in PSK in Q2 2024 and held it in 1 quarter. The position peaked at $25.4K in Q2 2024. 173 funds tracked by Wall St. Rank hold PSK as of Q3 2024.

  • Sandy Spring Bank reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q3 2024 after selling out during the quarter.
  • Sandy Spring Bank sold 749 State Street SPDR ICE Preferred Securities ETF shares in Q3 2024, an estimated $25.4K.
  • Sandy Spring Bank first reported a position in State Street SPDR ICE Preferred Securities ETF in Q2 2024 and held it in 1 quarter.
  • Sandy Spring Bank's State Street SPDR ICE Preferred Securities ETF position peaked at $25.4K in Q2 2024.
  • 173 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q3 2024.

Based on Sandy Spring Bank's 13F filing for Q3 2024, filed 25 Oct 2024.