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

Spire 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
2026 Q2	–	Sell	-26	Closed	-$811	–	2349
2026 Q1	$811	Buy	+26	New	+$831	﹤0.01%	2177
2023 Q4	–	Sell	-214	Closed	-$6.95K	–	2447
2023 Q3	$6.95K	Sell	214 -2,000	-90%	-$65.9K	﹤0.01%	1842
2023 Q2	$74.1K	Hold	2,214	–	–	﹤0.01%	1065
2023 Q1	$75.2K	Buy	2,214 +2,000	+935%	+$70K	﹤0.01%	1052
2022 Q4	$7K	Hold	214	–	–	﹤0.01%	1747
2022 Q3	$7K	Sell	214 -720	-77%	-$26.2K	﹤0.01%	1664
2022 Q2	$33K	Sell	934 -447	-32%	-$16.2K	﹤0.01%	1470
2022 Q1	$54K	Sell	1,381 -6,222	-82%	-$249K	﹤0.01%	1421
2021 Q4	$326K	Buy	7,603 +7,015	+1,193%	+$300K	0.01%	873
2021 Q3	$26K	Buy	588 +295	+101%	+$12.9K	﹤0.01%	1748
2021 Q2	$13K	Buy	+293	New	+$12.8K	﹤0.01%	2035

Other funds holding PSK

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Breachway Investments Charlestown, Rhode Island $66.4M AUM

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return