SWM
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SK Wealth Management’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

SK Wealth Management’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
2025
Q2 		– Sell
-37,393
Closed -$1.17M – 81
2025
Q1 		$1.17M Buy
37,393
+199
+0.5% +$6.61K 0.63% 28
2024
Q4 		$1.23M Buy
37,194
+45
+0.1% +$1.56K 0.62% 25
2024
Q3 		$1.22M Buy
+37,149
New +$1.29M 0.62% 26

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return

SK Wealth Management's PSK Position: Q2 2025 in Review

SK Wealth Management sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q2 2025, closing a stake of 37,393 shares — an estimated $1.17M sold.

SK Wealth Management first reported a position in PSK in Q3 2024 and held it in 3 quarters. The position peaked at $1.23M in Q4 2024. 169 funds tracked by Wall St. Rank hold PSK as of Q2 2025.

  • SK Wealth Management reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q2 2025 after selling out during the quarter.
  • SK Wealth Management sold 37,393 State Street SPDR ICE Preferred Securities ETF shares in Q2 2025, an estimated $1.17M.
  • SK Wealth Management first reported a position in State Street SPDR ICE Preferred Securities ETF in Q3 2024 and held it in 3 quarters.
  • SK Wealth Management's State Street SPDR ICE Preferred Securities ETF position peaked at $1.23M in Q4 2024.
  • 169 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2025.

Based on SK Wealth Management's 13F filing for Q2 2025, filed 10 Jul 2025.