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TCWP’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

TCWP’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
2022
Q2 		– Sell
-1,698
Closed -$66K – 1361
2022
Q1 		$66K Buy
+1,698
New +$67.8K 0.01% 426

Other funds holding PSK

PL
Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CFG
CNO Financial Group Carmel, Indiana $174M AUM 1.66% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

TCWP's PSK Position: Q2 2022 in Review

TCWP sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q2 2022, closing a stake of 1,698 shares — an estimated $66K sold.

TCWP first reported a position in PSK in Q1 2022 and held it in 1 quarter. The position peaked at $66K in Q1 2022. 201 funds tracked by Wall St. Rank hold PSK as of Q2 2022.

  • TCWP reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 1,698 State Street SPDR ICE Preferred Securities ETF shares in Q2 2022, an estimated $66K.
  • TCWP first reported a position in State Street SPDR ICE Preferred Securities ETF in Q1 2022 and held it in 1 quarter.
  • TCWP's State Street SPDR ICE Preferred Securities ETF position peaked at $66K in Q1 2022.
  • 201 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.