Vickerman Investment Advisors’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Vickerman Investment 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 Q4	–	Sell	-215,860	Closed	-$7.01M	–	67
2023 Q3	$7.01M	Buy	215,860 +1,280	+0.6%	+$42.2K	2.86%	8
2023 Q2	$7.18M	Buy	214,580 +21,599	+11%	+$723K	2.81%	8
2023 Q1	$6.55M	Buy	192,981 +19,829	+11%	+$694K	2.59%	10
2022 Q4	$5.68M	Buy	173,152 +14,888	+9%	+$502K	2.58%	8
2022 Q3	$5.52M	Buy	158,264 +27,546	+21%	+$1M	2.66%	7
2022 Q2	$4.69M	Buy	130,718 +48,407	+59%	+$1.75M	2.22%	12
2022 Q1	$2.88M	Buy	82,311 +5,301	+7%	+$212K	1.28%	24
2021 Q4	$3.3M	Sell	77,010 -1,977	-3%	-$84.6K	1.33%	22
2021 Q3	$3.43M	Buy	+78,987	New	+$3.45M	1.37%	22

Other funds holding PSK

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

FCI

Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

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

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

FLPIM

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

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

BIA

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

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

Vickerman Investment Advisors's PSK Position: Q4 2023 in Review

Vickerman Investment Advisors sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q4 2023, closing a stake of 215,860 shares — an estimated $7.01M sold.

Vickerman Investment Advisors first reported a position in PSK in Q3 2021 and held it in 9 quarters. The position peaked at $7.18M in Q2 2023. 178 funds tracked by Wall St. Rank hold PSK as of Q4 2023.

Vickerman Investment Advisors reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q4 2023 after selling out during the quarter.
Vickerman Investment Advisors sold 215,860 State Street SPDR ICE Preferred Securities ETF shares in Q4 2023, an estimated $7.01M.
Vickerman Investment Advisors first reported a position in State Street SPDR ICE Preferred Securities ETF in Q3 2021 and held it in 9 quarters.
Vickerman Investment Advisors's State Street SPDR ICE Preferred Securities ETF position peaked at $7.18M in Q2 2023.
178 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q4 2023.

Based on Vickerman Investment Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.