Tyler-Stone Wealth Management’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Tyler-Stone 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
2024 Q3	–	Sell	-54	Closed	-$1.83K	–	782
2024 Q2	$1.83K	Buy	54 +1	+2%	+$34	﹤0.01%	864
2024 Q1	$1.85K	Hold	53	–	–	﹤0.01%	853
2023 Q4	$1.76K	Buy	53 +2	+4%	+$64	﹤0.01%	818
2023 Q3	$2K	Sell	51 -303	-86%	-$9.99K	﹤0.01%	827
2023 Q2	$12K	Buy	+354	New	+$11.9K	0.01%	574

Other funds holding PSK

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

FLPIM

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

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

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Tyler-Stone Wealth Management's PSK Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q3 2024, closing a stake of 54 shares — an estimated $1.83K sold.

Tyler-Stone Wealth Management first reported a position in PSK in Q2 2023 and held it in 5 quarters. The position peaked at $12K in Q2 2023. 173 funds tracked by Wall St. Rank hold PSK as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 54 State Street SPDR ICE Preferred Securities ETF shares in Q3 2024, an estimated $1.83K.
Tyler-Stone Wealth Management first reported a position in State Street SPDR ICE Preferred Securities ETF in Q2 2023 and held it in 5 quarters.
Tyler-Stone Wealth Management's State Street SPDR ICE Preferred Securities ETF position peaked at $12K in Q2 2023.
173 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.