Smartleaf Asset Management’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Smartleaf Asset 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
2024 Q4	–	Sell	-1,208	Closed	-$43.3K	–	2994
2024 Q3	$43.3K	Buy	+1,208	New	+$41.8K	0.01%	973

Other funds holding PSK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 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

Smartleaf Asset Management's PSK Position: Q4 2024 in Review

Smartleaf Asset Management sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q4 2024, closing a stake of 1,208 shares — an estimated $43.3K sold.

Smartleaf Asset Management first reported a position in PSK in Q3 2024 and held it in 1 quarter. The position peaked at $43.3K in Q3 2024. 181 funds tracked by Wall St. Rank hold PSK as of Q4 2024.

Smartleaf Asset Management reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q4 2024 after selling out during the quarter.
Smartleaf Asset Management sold 1,208 State Street SPDR ICE Preferred Securities ETF shares in Q4 2024, an estimated $43.3K.
Smartleaf Asset Management first reported a position in State Street SPDR ICE Preferred Securities ETF in Q3 2024 and held it in 1 quarter.
Smartleaf Asset Management's State Street SPDR ICE Preferred Securities ETF position peaked at $43.3K in Q3 2024.
181 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q4 2024.

Based on Smartleaf Asset Management's 13F filing for Q4 2024, filed 5 Feb 2025.