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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SAS

Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

Spire Wealth Management's PSK Position: Q2 2026 in Review

Spire Wealth Management sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q2 2026, closing a stake of 26 shares — an estimated $811 sold.

Spire Wealth Management first reported a position in PSK in Q2 2021 and held it in 11 quarters. The position peaked at $326K in Q4 2021. 154 funds tracked by Wall St. Rank hold PSK as of Q2 2026.

Spire Wealth Management reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q2 2026 after selling out during the quarter.
Spire Wealth Management sold 26 State Street SPDR ICE Preferred Securities ETF shares in Q2 2026, an estimated $811.
Spire Wealth Management first reported a position in State Street SPDR ICE Preferred Securities ETF in Q2 2021 and held it in 11 quarters.
Spire Wealth Management's State Street SPDR ICE Preferred Securities ETF position peaked at $326K in Q4 2021.
154 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.