TWP
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Tempus Wealth Planning’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Tempus Wealth Planning’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
Q1 		– Sell
-8,375
Closed -$275K – 189
2022
Q4 		$275K Buy
+8,375
New +$282K 0.17% 139

Other funds holding PSK

PFS Investments
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return
F.L. Putnam Investment Management
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
PL
Protective Life Birmingham, Alabama $14M AUM 7.42% 1-Year Est. Return
CFG
CNO Financial Group Carmel, Indiana $175M AUM 2.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Tempus Wealth Planning's PSK Position: Q1 2023 in Review

Tempus Wealth Planning sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q1 2023, closing a stake of 8,375 shares — an estimated $275K sold.

Tempus Wealth Planning first reported a position in PSK in Q4 2022 and held it in 1 quarter. The position peaked at $275K in Q4 2022. 192 funds tracked by Wall St. Rank hold PSK as of Q1 2023.

  • Tempus Wealth Planning reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q1 2023 after selling out during the quarter.
  • Tempus Wealth Planning sold 8,375 State Street SPDR ICE Preferred Securities ETF shares in Q1 2023, an estimated $275K.
  • Tempus Wealth Planning first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2022 and held it in 1 quarter.
  • Tempus Wealth Planning's State Street SPDR ICE Preferred Securities ETF position peaked at $275K in Q4 2022.
  • 192 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2023.

Based on Tempus Wealth Planning's 13F filing for Q1 2023, filed 8 May 2023.