SFC
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Strategic Financial Concepts’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Strategic Financial Concepts’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 		$866K Buy
28,368
+158
+0.6% +$4.91K 0.26% 86
2026
Q1 		$870K Buy
+28,210
New +$902K 0.21% 107
2024
Q3 		– Sell
-31,224
Closed -$920 – 591
2024
Q2 		$920 Buy
+31,224
New +$1.05M ﹤0.01% 614

Other funds holding PSK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of New York Mellon
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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

Strategic Financial Concepts's PSK Position: Q2 2026 in Review

Strategic Financial Concepts increased its State Street SPDR ICE Preferred Securities ETF (PSK) stake by 0.56% in Q2 2026, buying an estimated $4.91K and bringing the position to 28,368 shares worth $866K. The position accounts for 0.26% of the portfolio, ranked #86.

Strategic Financial Concepts first reported a position in PSK in Q2 2024 and has held it in 3 quarters since. The position peaked at $870K in Q1 2026. 154 funds tracked by Wall St. Rank hold PSK as of Q2 2026.

  • Strategic Financial Concepts held 28,368 shares of State Street SPDR ICE Preferred Securities ETF worth $866K as of Q2 2026.
  • Strategic Financial Concepts bought 158 State Street SPDR ICE Preferred Securities ETF shares in Q2 2026, an estimated $4.91K.
  • State Street SPDR ICE Preferred Securities ETF made up 0.26% of Strategic Financial Concepts's portfolio in Q2 2026, its #86 holding.
  • Strategic Financial Concepts first reported a position in State Street SPDR ICE Preferred Securities ETF in Q2 2024 and has held it in 3 quarters since.
  • Strategic Financial Concepts's State Street SPDR ICE Preferred Securities ETF position peaked at $870K in Q1 2026.
  • 154 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.