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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
Q2 		$63.4K Sell
2,077
-509
-20% -$15.8K ﹤0.01% 483
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
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 Wealth Partners's PSK Position: Q2 2026 in Review

Strategic Wealth Partners reduced its State Street SPDR ICE Preferred Securities ETF (PSK) stake by 20% in Q2 2026, selling an estimated $15.8K and leaving 2,077 shares worth $63.4K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Strategic Wealth Partners first reported a position in PSK in Q4 2017 and has held it in 30 quarters since. The position peaked at $4.78M in Q2 2020. 153 funds tracked by Wall St. Rank hold PSK as of Q2 2026.

  • Strategic Wealth Partners held 2,077 shares of State Street SPDR ICE Preferred Securities ETF worth $63.4K as of Q2 2026.
  • Strategic Wealth Partners sold 509 State Street SPDR ICE Preferred Securities ETF shares in Q2 2026, an estimated $15.8K.
  • State Street SPDR ICE Preferred Securities ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #483 holding.
  • Strategic Wealth Partners first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2017 and has held it in 30 quarters since.
  • Strategic Wealth Partners's State Street SPDR ICE Preferred Securities ETF position peaked at $4.78M in Q2 2020.
  • 153 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.