Vermillion & White Wealth Management Group’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Vermillion & White Wealth Management Group’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
2026 Q1	–	Sell	-841	Closed	-$26.7K	–	401
2025 Q4	$26.7K	Sell	841 -573	-41%	-$18.5K	0.01%	222
2025 Q3	$46.8K	Hold	1,414	–	–	0.03%	158
2025 Q2	$44.9K	Hold	1,414	–	–	0.03%	147
2025 Q1	$45.8K	Sell	1,414 -774	-35%	-$25.7K	0.03%	134
2024 Q4	$72.2K	Buy	2,188 +16	+0.7%	+$553	0.05%	104
2024 Q3	$77.5K	Sell	2,172 -86	-4%	-$2.98K	0.06%	100
2024 Q2	$76.6K	Hold	2,258	–	–	0.06%	100
2024 Q1	$78.7K	Buy	2,258 +102	+5%	+$3.52K	0.06%	91
2023 Q4	$72.3K	Buy	+2,156	New	+$69.3K	0.07%	72

Other funds holding PSK

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

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

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

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

SOWBOCOPL

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

CFG

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SAS

Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return

Vermillion & White Wealth Management Group's PSK Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q1 2026, closing a stake of 841 shares — an estimated $26.7K sold.

Vermillion & White Wealth Management Group first reported a position in PSK in Q4 2023 and held it in 9 quarters. The position peaked at $78.7K in Q1 2024. 159 funds tracked by Wall St. Rank hold PSK as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 841 State Street SPDR ICE Preferred Securities ETF shares in Q1 2026, an estimated $26.7K.
Vermillion & White Wealth Management Group first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2023 and held it in 9 quarters.
Vermillion & White Wealth Management Group's State Street SPDR ICE Preferred Securities ETF position peaked at $78.7K in Q1 2024.
159 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.