Sowell Financial Services’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Sowell Financial Services’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 Q4	–	Sell	-8,273	Closed	-$274K	–	1164
2025 Q3	$274K	Sell	8,273 -7,737	-48%	-$252K	0.01%	849
2025 Q2	$508K	Buy	16,010 +656	+4%	+$20.7K	0.02%	609
2025 Q1	$497K	Buy	+15,354	New	+$510K	0.02%	587
2021 Q2	–	Sell	-510	Closed	-$22K	–	2159
2021 Q1	$22K	Hold	510	–	–	﹤0.01%	2028
2020 Q4	$23K	Hold	510	–	–	﹤0.01%	1681
2020 Q3	$22K	Hold	510	–	–	﹤0.01%	1519
2020 Q2	$21K	Hold	510	–	–	﹤0.01%	1444
2020 Q1	$20K	Hold	510	–	–	﹤0.01%	1398
2019 Q4	$22K	Hold	510	–	–	﹤0.01%	1406
2019 Q3	$23K	Buy	+510	New	+$22.3K	﹤0.01%	1231

Other funds holding PSK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Sowell Financial Services's PSK Position: Q4 2025 in Review

Sowell Financial Services sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q4 2025, closing a stake of 8,273 shares — an estimated $274K sold.

Sowell Financial Services first reported a position in PSK in Q3 2019 and held it in 10 quarters. The position peaked at $508K in Q2 2025. 171 funds tracked by Wall St. Rank hold PSK as of Q4 2025.

Sowell Financial Services reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q4 2025 after selling out during the quarter.
Sowell Financial Services sold 8,273 State Street SPDR ICE Preferred Securities ETF shares in Q4 2025, an estimated $274K.
Sowell Financial Services first reported a position in State Street SPDR ICE Preferred Securities ETF in Q3 2019 and held it in 10 quarters.
Sowell Financial Services's State Street SPDR ICE Preferred Securities ETF position peaked at $508K in Q2 2025.
171 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q4 2025.

Based on Sowell Financial Services's 13F filing for Q4 2025, filed 21 Jan 2026.