Tradition Wealth Management’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Tradition Wealth Management’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
2021 Q3	–	Sell	-488	Closed	-$22K	–	1209
2021 Q2	$22K	Hold	488	–	–	﹤0.01%	739
2021 Q1	$21K	Hold	488	–	–	﹤0.01%	625
2020 Q4	$22K	Buy	+488	New	+$21.4K	﹤0.01%	575

Other funds holding PSK

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return

CFG

CNO Financial Group Carmel, Indiana $174M AUM 1.66% 1-Year Est. Return

FLPIM

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

Tradition Wealth Management's PSK Position: Q3 2021 in Review

Tradition Wealth Management sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q3 2021, closing a stake of 488 shares — an estimated $22K sold.

Tradition Wealth Management first reported a position in PSK in Q4 2020 and held it in 3 quarters. The position peaked at $22K in Q2 2021. 208 funds tracked by Wall St. Rank hold PSK as of Q3 2021.

Tradition Wealth Management reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q3 2021 after selling out during the quarter.
Tradition Wealth Management sold 488 State Street SPDR ICE Preferred Securities ETF shares in Q3 2021, an estimated $22K.
Tradition Wealth Management first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2020 and held it in 3 quarters.
Tradition Wealth Management's State Street SPDR ICE Preferred Securities ETF position peaked at $22K in Q2 2021.
208 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q3 2021.

Based on Tradition Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.