SMG
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Smart Money Group’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Smart Money 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
2021
Q2 		– Sell
-19,543
Closed -$849K – 59
2021
Q1 		$849K Buy
+19,543
New +$843K 0.71% 30

Other funds holding PSK

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PL
Protective Life Birmingham, Alabama $14M AUM 7.42% 1-Year Est. Return
CFG
CNO Financial Group Carmel, Indiana $175M AUM 2.24% 1-Year Est. Return
F.L. Putnam Investment Management
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $387M AUM 84.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Smart Money Group's PSK Position: Q2 2021 in Review

Smart Money Group sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q2 2021, closing a stake of 19,543 shares — an estimated $849K sold.

Smart Money Group first reported a position in PSK in Q1 2021 and held it in 1 quarter. The position peaked at $849K in Q1 2021. 207 funds tracked by Wall St. Rank hold PSK as of Q2 2021.

  • Smart Money Group reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q2 2021 after selling out during the quarter.
  • Smart Money Group sold 19,543 State Street SPDR ICE Preferred Securities ETF shares in Q2 2021, an estimated $849K.
  • Smart Money Group first reported a position in State Street SPDR ICE Preferred Securities ETF in Q1 2021 and held it in 1 quarter.
  • Smart Money Group's State Street SPDR ICE Preferred Securities ETF position peaked at $849K in Q1 2021.
  • 207 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2021.

Based on Smart Money Group's 13F filing for Q2 2021, filed 3 Aug 2021.