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

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

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

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

Royal Bank of Canada

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

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

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

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

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