World Investment Advisors’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

World Investment Advisors’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
2025 Q1	–	Sell	-27,763	Closed	-$916K	–	1098
2024 Q4	$916K	Buy	27,763 +2,157	+8%	+$74.6K	0.03%	496
2024 Q3	$913K	Buy	25,606 +1,801	+8%	+$62.3K	0.03%	451
2024 Q2	$808K	Hold	23,805	–	–	0.05%	314
2024 Q1	$830K	Hold	23,805	–	–	0.12%	155
2023 Q4	$798K	Hold	23,805	–	–	0.1%	167
2023 Q3	$773K	Hold	23,805	–	–	0.15%	113
2023 Q2	$797K	Hold	23,805	–	–	0.15%	105
2023 Q1	$808K	Hold	23,805	–	–	0.17%	98
2022 Q4	$781K	Hold	23,805	–	–	0.18%	90
2022 Q3	$830K	Hold	23,805	–	–	0.2%	91
2022 Q2	$922K	Hold	23,805	–	–	0.19%	87
2022 Q1	$929K	Hold	23,805	–	–	0.19%	95
2021 Q4	$934K	Hold	23,805	–	–	0.2%	97
2021 Q3	$1.03M	Hold	23,805	–	–	0.23%	73
2021 Q2	$1.05M	Hold	23,805	–	–	0.24%	72
2021 Q1	$1.02M	Sell	23,805 -975	-4%	-$42.1K	0.25%	71
2020 Q4	$1.07M	Hold	24,780	–	–	0.27%	68
2020 Q3	$1.08M	Hold	24,780	–	–	0.37%	49
2020 Q2	$1.07M	Hold	24,780	–	–	0.38%	46
2020 Q1	$971K	Hold	24,780	–	–	0.45%	36
2019 Q4	$1.09M	Hold	24,780	–	–	0.43%	35
2019 Q3	$1.09M	Hold	24,780	–	–	0.47%	28
2019 Q2	$1.09M	Hold	24,780	–	–	0.48%	27
2019 Q1	$1.06M	Hold	24,780	–	–	0.48%	28
2018 Q4	$980K	Buy	+24,780	New	+$1.01M	0.44%	38

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

CFG

CNO Financial Group Carmel, Indiana $175M AUM 2.24% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

World Investment Advisors's PSK Position: Q1 2025 in Review

World Investment Advisors sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q1 2025, closing a stake of 27,763 shares — an estimated $916K sold.

World Investment Advisors first reported a position in PSK in Q4 2018 and held it in 25 quarters. The position peaked at $1.09M in Q3 2019. 173 funds tracked by Wall St. Rank hold PSK as of Q1 2025.

World Investment Advisors reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q1 2025 after selling out during the quarter.
World Investment Advisors sold 27,763 State Street SPDR ICE Preferred Securities ETF shares in Q1 2025, an estimated $916K.
World Investment Advisors first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2018 and held it in 25 quarters.
World Investment Advisors's State Street SPDR ICE Preferred Securities ETF position peaked at $1.09M in Q3 2019.
173 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2025.

Based on World Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.