Zacks Investment Management’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Zacks Investment Management’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 Q1	–	Sell	-163,682	Closed	-$5.19M	–	797
2025 Q4	$5.19M	Buy	+163,682	New	+$5.29M	0.04%	223
2025 Q3	–	Sell	-108,397	Closed	-$3.44M	–	831
2025 Q2	$3.44M	Buy	108,397 +75,953	+234%	+$2.4M	0.03%	266
2025 Q1	$1.05M	Sell	32,444 -80,298	-71%	-$2.67M	0.01%	401
2024 Q4	$3.72M	Buy	+112,742	New	+$3.9M	0.03%	259
2024 Q1	–	Sell	-29,667	Closed	-$994K	–	695
2023 Q4	$994K	Buy	29,667 +18,474	+165%	+$594K	0.01%	378
2023 Q3	$363K	Sell	11,193 -15,872	-59%	-$523K	﹤0.01%	486
2023 Q2	$906K	Buy	27,065 +15,872	+142%	+$532K	0.01%	388
2023 Q1	$380K	Sell	11,193 -26,916	-71%	-$942K	0.01%	489
2022 Q4	$1.25M	Buy	38,109 +26,917	+241%	+$908K	0.02%	331
2022 Q3	$390K	Buy	+11,192	New	+$407K	0.01%	452

Other funds holding PSK

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Bank of New York Mellon New York $609B AUM 40.19% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SAS

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

Zacks Investment Management's PSK Position: Q1 2026 in Review

Zacks Investment Management sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q1 2026, closing a stake of 163,682 shares — an estimated $5.19M sold.

Zacks Investment Management first reported a position in PSK in Q3 2022 and held it in 10 quarters. The position peaked at $5.19M in Q4 2025. 161 funds tracked by Wall St. Rank hold PSK as of Q1 2026.

Zacks Investment Management reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q1 2026 after selling out during the quarter.
Zacks Investment Management sold 163,682 State Street SPDR ICE Preferred Securities ETF shares in Q1 2026, an estimated $5.19M.
Zacks Investment Management first reported a position in State Street SPDR ICE Preferred Securities ETF in Q3 2022 and held it in 10 quarters.
Zacks Investment Management's State Street SPDR ICE Preferred Securities ETF position peaked at $5.19M in Q4 2025.
161 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.