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PSKState Street SPDR ICE Preferred Securities ETF

Get income17y track recordRanked #406 of 1,706 in this goal

Tracks the total return performance of the ICE Exchange-Listed Fixed & Adjustable Rate Preferred Securities Index.

By State Street Investment Management · Launched 2009

Annual Cost

0.45%

#2,319 of 6,040 · average

Fund Size

$677M

#1,433 of 6,040 · large

Return (1Y)

-7.0%

Track Record

17 years

#696 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$9,278-7.2%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Index tracking

Index tracked

ICE Exchange-Listed Fixed & Adjustable Rate Preferred Securities Index

Holdings

By weight

Concentration

Top 10 holdings = 20.8% of funddiversified

State Street Global Advisors
5.5%
Citigroup Capital XIII
3.8%
WELLS FARGO & COMPANY
1.6%
AT&T Inc
1.6%
CAPITAL ONE FINANCIAL CO
1.6%
Duke Energy Corp
1.4%
ALLSTATE CORP
1.3%
CAPITAL ONE FINANCIAL CO
1.3%
XCEL ENERGY INC
1.3%
NEXTERA ENERGY CAPITAL
1.3%

Asset allocation

Preferred
98.0%
Other
1.9%
Cash
0.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
5.8%Low

Year-on-year price swings

Max drawdown
-30.1%Severe

Worst peak-to-trough loss

Sharpe (3Y)
-0.07Below average
Sortino (3Y)
-0.10Moderate downside risk

Bond profile

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the total return performance of the ICE Exchange-Listed Fixed & Adjustable Rate Preferred Securities Index.
Strategy
Employs a sampling strategy to track the ICE Exchange-Listed Fixed & Adjustable Rate Preferred Securities Index, investing primarily in Preferred Securities. The Fund may also invest in cash equivalents and may concentrate in industries as the Index does.
Inception date
September 16, 2009
Fund family
State Street Investment Management

Next steps

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Data updated on 2026-09-18