Steward Partners Investment Advisory’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Steward Partners Investment Advisory’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 Q1	$35.5K	Sell	1,152 -350	-23%	-$11.2K	﹤0.01%	2952
2025 Q4	$47.6K	Hold	1,502	–	–	﹤0.01%	2695
2025 Q3	$49.7K	Sell	1,502 -640	-30%	-$20.9K	﹤0.01%	2613
2025 Q2	$68K	Sell	2,142 -1,243	-37%	-$39.3K	﹤0.01%	2315
2025 Q1	$110K	Sell	3,385 -13,928	-80%	-$463K	﹤0.01%	1964
2024 Q4	$571K	Buy	17,313 +15,722	+988%	+$544K	0.01%	1095
2024 Q3	$56.7K	Buy	1,591 +1,177	+284%	+$40.7K	﹤0.01%	2166
2024 Q2	$14K	Sell	414 -1	-0.2%	-$34	﹤0.01%	2663
2024 Q1	$14.5K	Sell	415 -150	-27%	-$5.18K	﹤0.01%	2653
2023 Q4	$18.9K	Hold	565	–	–	﹤0.01%	2433
2023 Q3	$18.3K	Hold	565	–	–	﹤0.01%	2351
2023 Q2	$18.9K	Buy	565 +10	+2%	+$335	﹤0.01%	2320
2023 Q1	$18.8K	Hold	555	–	–	﹤0.01%	2269
2022 Q4	$18.2K	Hold	555	–	–	﹤0.01%	2280
2022 Q3	$19K	Buy	555 +300	+118%	+$10.9K	﹤0.01%	2252
2022 Q2	$9K	Hold	255	–	–	﹤0.01%	2568
2022 Q1	$10K	Sell	255 -264	-51%	-$10.5K	﹤0.01%	2672
2021 Q4	$22K	Buy	519 +264	+104%	+$11.3K	﹤0.01%	2281
2021 Q3	$11K	Buy	255 +78	+44%	+$3.41K	﹤0.01%	2574
2021 Q2	$8K	Buy	+177	New	+$7.73K	﹤0.01%	6322

Other funds holding PSK

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

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

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

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

SOWBOCOPL

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

CFG

CNO Financial Group Carmel, Indiana $174M AUM 1.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SAS

Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return

Steward Partners Investment Advisory's PSK Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its State Street SPDR ICE Preferred Securities ETF (PSK) stake by 23% in Q1 2026, selling an estimated $11.2K and leaving 1,152 shares worth $35.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2952.

Steward Partners Investment Advisory first reported a position in PSK in Q2 2021 and has held it in 20 quarters since. The position peaked at $571K in Q4 2024. 159 funds tracked by Wall St. Rank hold PSK as of Q1 2026.

Steward Partners Investment Advisory held 1,152 shares of State Street SPDR ICE Preferred Securities ETF worth $35.5K as of Q1 2026.
Steward Partners Investment Advisory sold 350 State Street SPDR ICE Preferred Securities ETF shares in Q1 2026, an estimated $11.2K.
State Street SPDR ICE Preferred Securities ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2952 holding.
Steward Partners Investment Advisory first reported a position in State Street SPDR ICE Preferred Securities ETF in Q2 2021 and has held it in 20 quarters since.
Steward Partners Investment Advisory's State Street SPDR ICE Preferred Securities ETF position peaked at $571K in Q4 2024.
159 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.