Wealthfront Advisers’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Wealthfront Advisers’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 Q4	–	Sell	-8,712	Closed	-$311K	–	925
2024 Q3	$311K	Sell	8,712 -272	-3%	-$9.41K	﹤0.01%	829
2024 Q2	$305K	Buy	8,984 +66	+0.7%	+$2.23K	﹤0.01%	808
2024 Q1	$311K	Sell	8,918 -18	-0.2%	-$622	﹤0.01%	798
2023 Q4	$300K	Buy	8,936 +1,995	+29%	+$64.1K	﹤0.01%	790
2023 Q3	$225K	Sell	6,941 -220	-3%	-$7.25K	﹤0.01%	802
2023 Q2	$240K	Buy	+7,161	New	+$240K	﹤0.01%	797
2022 Q4	–	Sell	-6,545	Closed	-$228K	–	795
2022 Q3	$228K	Buy	+6,545	New	+$238K	﹤0.01%	735

Other funds holding PSK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealthfront Advisers's PSK Position: Q4 2024 in Review

Wealthfront Advisers sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q4 2024, closing a stake of 8,712 shares — an estimated $311K sold.

Wealthfront Advisers first reported a position in PSK in Q3 2022 and held it in 7 quarters. The position peaked at $311K in Q1 2024. 183 funds tracked by Wall St. Rank hold PSK as of Q4 2024.

Wealthfront Advisers reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q4 2024 after selling out during the quarter.
Wealthfront Advisers sold 8,712 State Street SPDR ICE Preferred Securities ETF shares in Q4 2024, an estimated $311K.
Wealthfront Advisers first reported a position in State Street SPDR ICE Preferred Securities ETF in Q3 2022 and held it in 7 quarters.
Wealthfront Advisers's State Street SPDR ICE Preferred Securities ETF position peaked at $311K in Q1 2024.
183 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q4 2024.

Based on Wealthfront Advisers's 13F filing for Q4 2024, filed 7 Feb 2025.