Strategic Wealth Partners’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Strategic Wealth Partners’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	$79.8K	Hold	2,586	–	–	0.01%	427
2025 Q4	$82K	Sell	2,586 -228	-8%	-$7.37K	0.01%	439
2025 Q3	$93.1K	Sell	2,814 -231	-8%	-$7.53K	0.01%	447
2025 Q2	$96.7K	Buy	+3,045	New	+$96.3K	0.01%	400
2024 Q1	–	Sell	-6,479	Closed	-$217K	–	302
2023 Q4	$217K	Sell	6,479 -781	-11%	-$25.1K	0.03%	261
2023 Q3	$236K	Buy	7,260 +1	+0%	+$33	0.03%	262
2023 Q2	$243K	Sell	7,259 -279	-4%	-$9.34K	0.03%	263
2023 Q1	$256K	Sell	7,538 -100	-1%	-$3.5K	0.04%	230
2022 Q4	$251K	Sell	7,638 -1,182	-13%	-$39.9K	0.05%	226
2022 Q3	$307K	Sell	8,820 -12,572	-59%	-$458K	0.07%	219
2022 Q2	$767K	Sell	21,392 -61,616	-74%	-$2.23M	0.17%	135
2022 Q1	$3.24M	Buy	83,008 +10,846	+15%	+$433K	0.63%	42
2021 Q4	$3.1M	Buy	72,162 +6,324	+10%	+$271K	0.59%	53
2021 Q3	$2.86M	Sell	65,838 -650	-1%	-$28.4K	0.84%	26
2021 Q2	$2.94M	Sell	66,488 -1,704	-2%	-$74.4K	0.96%	20
2021 Q1	$2.96M	Buy	68,192 +3,052	+5%	+$132K	1.18%	16
2020 Q4	$2.89M	Sell	65,140 -3,490	-5%	-$153K	1.21%	15
2020 Q3	$2.98M	Sell	68,630 -45,593	-40%	-$1.97M	1.51%	13
2020 Q2	$4.78M	Buy	114,223 +9,383	+9%	+$389K	2.47%	10
2020 Q1	$4.61M	Hold	104,840	–	–	2.4%	8
2019 Q4	$4.61M	Buy	104,840 +18,453	+21%	+$810K	2.4%	8
2019 Q3	$3.8K	Sell	86,387 -3,449	-4%	-$151K	0.02%	186
2019 Q2	$3.88M	Buy	89,836 +9,690	+12%	+$415K	1.87%	9
2019 Q1	$3.42M	Buy	80,146 +18,292	+30%	+$766K	1.57%	13
2018 Q4	$3.29M	Sell	61,854 -40,186	-39%	-$1.64M	1.66%	13
2018 Q3	$4.35M	Buy	102,040 +48,585	+91%	+$2.1M	2.32%	5
2018 Q2	$2.32M	Buy	53,455 +11,060	+26%	+$475K	1.35%	11
2018 Q1	$1.84M	Buy	42,395 +41,812	+7,172%	+$1.8M	0.95%	27
2017 Q4	$26K	Buy	+583	New	+$26K	0.01%	294

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 $153M AUM 0.03% 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 $203M AUM 12.95% 1-Year Est. Return

Strategic Wealth Partners's PSK Position: Q1 2026 in Review

Strategic Wealth Partners held its State Street SPDR ICE Preferred Securities ETF (PSK) position steady in Q1 2026 at 2,586 shares worth $79.8K. The position accounts for 0.01% of the portfolio, ranked #427.

Strategic Wealth Partners first reported a position in PSK in Q4 2017 and has held it in 29 quarters since. The position peaked at $4.78M in Q2 2020. 159 funds tracked by Wall St. Rank hold PSK as of Q1 2026.

Strategic Wealth Partners held 2,586 shares of State Street SPDR ICE Preferred Securities ETF worth $79.8K as of Q1 2026.
Strategic Wealth Partners left its State Street SPDR ICE Preferred Securities ETF share count unchanged in Q1 2026.
State Street SPDR ICE Preferred Securities ETF made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #427 holding.
Strategic Wealth Partners first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2017 and has held it in 29 quarters since.
Strategic Wealth Partners's State Street SPDR ICE Preferred Securities ETF position peaked at $4.78M in Q2 2020.
159 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.