Wealthspire Advisors (New York)
PSK icon

Wealthspire Advisors (New York)’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Wealthspire Advisors (New York)’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
Q1 		– Sell
-15,145
Closed -$508K – 664
2023
Q4 		$508K Buy
15,145
+332
+2% +$10.7K 0.01% 417
2023
Q3 		$481K Buy
14,813
+239
+2% +$7.88K 0.01% 403
2023
Q2 		$488K Buy
14,574
+233
+2% +$7.8K 0.01% 371
2023
Q1 		$487K Buy
14,341
+143
+1% +$5.01K 0.01% 360
2022
Q4 		$466K Buy
14,198
+296
+2% +$9.98K 0.01% 377
2022
Q3 		$485K Buy
+13,902
New +$506K 0.01% 339

Other funds holding PSK

SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
F.L. Putnam Investment Management
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $72.7M AUM 22.36% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

Wealthspire Advisors (New York)'s PSK Position: Q1 2024 in Review

Wealthspire Advisors (New York) sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q1 2024, closing a stake of 15,145 shares — an estimated $508K sold.

Wealthspire Advisors (New York) first reported a position in PSK in Q3 2022 and held it in 6 quarters. The position peaked at $508K in Q4 2023. 168 funds tracked by Wall St. Rank hold PSK as of Q1 2024.

  • Wealthspire Advisors (New York) reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q1 2024 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 15,145 State Street SPDR ICE Preferred Securities ETF shares in Q1 2024, an estimated $508K.
  • Wealthspire Advisors (New York) first reported a position in State Street SPDR ICE Preferred Securities ETF in Q3 2022 and held it in 6 quarters.
  • Wealthspire Advisors (New York)'s State Street SPDR ICE Preferred Securities ETF position peaked at $508K in Q4 2023.
  • 168 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2024.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2024, filed 6 May 2024.