Teamwork Financial Advisors’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Teamwork Financial 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
2023 Q2	–	Sell	-6,313	Closed	-$214K	–	202
2023 Q1	$214K	Buy	+6,313	New	+$221K	0.04%	173

Other funds holding PSK

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Teamwork Financial Advisors's PSK Position: Q2 2023 in Review

Teamwork Financial Advisors sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q2 2023, closing a stake of 6,313 shares — an estimated $214K sold.

Teamwork Financial Advisors first reported a position in PSK in Q1 2023 and held it in 1 quarter. The position peaked at $214K in Q1 2023. 184 funds tracked by Wall St. Rank hold PSK as of Q2 2023.

Teamwork Financial Advisors reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q2 2023 after selling out during the quarter.
Teamwork Financial Advisors sold 6,313 State Street SPDR ICE Preferred Securities ETF shares in Q2 2023, an estimated $214K.
Teamwork Financial Advisors first reported a position in State Street SPDR ICE Preferred Securities ETF in Q1 2023 and held it in 1 quarter.
Teamwork Financial Advisors's State Street SPDR ICE Preferred Securities ETF position peaked at $214K in Q1 2023.
184 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2023.

Based on Teamwork Financial Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.