Sunrise Financial Services’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Sunrise Financial Services’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	$17.8K	Buy	+584	New	+$18.1K	0.01%	186
2026 Q1	–	Sell	-477	Closed	-$15.1K	–	631
2025 Q4	$15.1K	Buy	+477	New	+$15.4K	0.01%	177

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 22.9% 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

Sunrise Financial Services's PSK Position: Q2 2026 in Review

Sunrise Financial Services opened a new position in State Street SPDR ICE Preferred Securities ETF (PSK) in Q2 2026: 584 shares worth $17.8K. The stake represents 0.01% of the portfolio and ranks #186 among its holdings. This is a return to the name: Sunrise Financial Services previously reported a position in PSK as recently as Q4 2025.

Sunrise Financial Services first reported a position in PSK in Q4 2025 and has held it in 2 quarters since. 153 funds tracked by Wall St. Rank hold PSK as of Q2 2026.

Sunrise Financial Services held 584 shares of State Street SPDR ICE Preferred Securities ETF worth $17.8K as of Q2 2026.
State Street SPDR ICE Preferred Securities ETF was a new Sunrise Financial Services position in Q2 2026.
State Street SPDR ICE Preferred Securities ETF made up 0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #186 holding.
Sunrise Financial Services first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2025 and has held it in 2 quarters since.
153 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.