Tanglewood Legacy Advisors’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Tanglewood Legacy Advisors’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
2025 Q2	–	Sell	-1,601	Closed	-$51.9K	–	299
2025 Q1	$51.9K	Hold	1,601	–	–	0.02%	170
2024 Q4	$52.8K	Hold	1,601	–	–	0.02%	170
2024 Q3	$57.1K	Hold	1,601	–	–	0.03%	156
2024 Q2	$54.3K	Hold	1,601	–	–	0.03%	155
2024 Q1	$55.8K	Hold	1,601	–	–	0.03%	153
2023 Q4	$53.7K	Hold	1,601	–	–	0.03%	150
2023 Q3	$52K	Hold	1,601	–	–	0.03%	151
2023 Q2	$53.6K	Hold	1,601	–	–	0.03%	152
2023 Q1	$54.4K	Hold	1,601	–	–	0.03%	144
2022 Q4	$52.5K	Buy	+1,601	New	+$54K	0.04%	127

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return

Tanglewood Legacy Advisors's PSK Position: Q2 2025 in Review

Tanglewood Legacy Advisors sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q2 2025, closing a stake of 1,601 shares — an estimated $51.9K sold.

Tanglewood Legacy Advisors first reported a position in PSK in Q4 2022 and held it in 10 quarters. The position peaked at $57.1K in Q3 2024. 169 funds tracked by Wall St. Rank hold PSK as of Q2 2025.

Tanglewood Legacy Advisors reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q2 2025 after selling out during the quarter.
Tanglewood Legacy Advisors sold 1,601 State Street SPDR ICE Preferred Securities ETF shares in Q2 2025, an estimated $51.9K.
Tanglewood Legacy Advisors first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2022 and held it in 10 quarters.
Tanglewood Legacy Advisors's State Street SPDR ICE Preferred Securities ETF position peaked at $57.1K in Q3 2024.
169 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2025.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.