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

Walser 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
2026
Q2 		$809K Buy
+26,493
New +$823K 0.34% 75

Other funds holding PSK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return
CFG
CNO Financial Group Carmel, Indiana $175M AUM 2.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

Walser Wealth Management's PSK Position: Q2 2026 in Review

Walser Wealth Management opened a new position in State Street SPDR ICE Preferred Securities ETF (PSK) in Q2 2026: 26,493 shares worth $809K. The stake represents 0.34% of the portfolio and ranks #75 among its holdings.

153 funds tracked by Wall St. Rank hold PSK as of Q2 2026.

  • Walser Wealth Management held 26,493 shares of State Street SPDR ICE Preferred Securities ETF worth $809K as of Q2 2026.
  • State Street SPDR ICE Preferred Securities ETF was a new Walser Wealth Management position in Q2 2026.
  • State Street SPDR ICE Preferred Securities ETF made up 0.34% of Walser Wealth Management's portfolio in Q2 2026, its #75 holding.
  • 153 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.