West Wealth Group’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

West Wealth Group’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	-16,075	Closed	-$539K	–	86
2023 Q4	$539K	Sell	16,075 -2,635	-14%	-$84.7K	0.21%	40
2023 Q3	$607K	Sell	18,710 -525	-3%	-$17.3K	0.27%	36
2023 Q2	$644K	Buy	19,235 +1,073	+6%	+$35.9K	0.27%	30
2023 Q1	$617K	Buy	18,162 +2,886	+19%	+$101K	0.29%	25
2022 Q4	$501K	Buy	15,276 +219	+1%	+$7.38K	0.25%	33
2022 Q3	$524K	Sell	15,057 -3,030	-17%	-$110K	0.27%	33
2022 Q2	$648K	Buy	18,087 +6,534	+57%	+$236K	0.3%	32
2022 Q1	$450K	Buy	+11,553	New	+$462K	0.18%	36

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

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

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

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

FLPIM

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

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

PAS

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

BIA

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

West Wealth Group's PSK Position: Q1 2024 in Review

West Wealth Group sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q1 2024, closing a stake of 16,075 shares — an estimated $539K sold.

West Wealth Group first reported a position in PSK in Q1 2022 and held it in 8 quarters. The position peaked at $648K in Q2 2022. 168 funds tracked by Wall St. Rank hold PSK as of Q1 2024.

West Wealth Group reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q1 2024 after selling out during the quarter.
West Wealth Group sold 16,075 State Street SPDR ICE Preferred Securities ETF shares in Q1 2024, an estimated $539K.
West Wealth Group first reported a position in State Street SPDR ICE Preferred Securities ETF in Q1 2022 and held it in 8 quarters.
West Wealth Group's State Street SPDR ICE Preferred Securities ETF position peaked at $648K in Q2 2022.
168 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2024.

Based on West Wealth Group's 13F filing for Q1 2024, filed 8 May 2024.