Wedmont Private Capital’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Wedmont Private Capital’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	$383K	Buy	12,604 +218	+2%	+$6.77K	0.01%	653
2026 Q1	$387K	Buy	12,386 +208	+2%	+$6.65K	0.01%	584
2025 Q4	$390K	Buy	12,178 +204	+2%	+$6.6K	0.01%	558
2025 Q3	$396K	Buy	11,974 +194	+2%	+$6.32K	0.01%	540
2025 Q2	$379K	Buy	11,780 +199	+2%	+$6.29K	0.02%	503
2025 Q1	$360K	Buy	11,581 +189	+2%	+$6.28K	0.02%	473
2024 Q4	$372K	Buy	11,392 +178	+2%	+$6.16K	0.02%	474
2024 Q3	$394K	Buy	11,214 +173	+2%	+$5.99K	0.02%	434
2024 Q2	$379K	Buy	11,041 +174	+2%	+$5.88K	0.02%	419
2024 Q1	$376K	Buy	10,867 +167	+2%	+$5.77K	0.03%	389
2023 Q4	$362K	Buy	+10,700	New	+$344K	0.03%	378

Other funds holding PSK

SOWBOCOPL

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

SAS

Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

UAS

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

PAS

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

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Wedmont Private Capital's PSK Position: Q2 2026 in Review

Wedmont Private Capital increased its State Street SPDR ICE Preferred Securities ETF (PSK) stake by 1.8% in Q2 2026, buying an estimated $6.77K and bringing the position to 12,604 shares worth $383K. The position accounts for 0.01% of the portfolio, ranked #653.

Wedmont Private Capital first reported a position in PSK in Q4 2023 and has held it in 11 quarters since. The position peaked at $396K in Q3 2025. 44 funds tracked by Wall St. Rank hold PSK as of Q2 2026.

Wedmont Private Capital held 12,604 shares of State Street SPDR ICE Preferred Securities ETF worth $383K as of Q2 2026.
Wedmont Private Capital bought 218 State Street SPDR ICE Preferred Securities ETF shares in Q2 2026, an estimated $6.77K.
State Street SPDR ICE Preferred Securities ETF made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #653 holding.
Wedmont Private Capital first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2023 and has held it in 11 quarters since.
Wedmont Private Capital's State Street SPDR ICE Preferred Securities ETF position peaked at $396K in Q3 2025.
44 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.