Stt Strt® SPDR® ICE Preferred Secs ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
State Street® SPDR® ICE Preferred Securities ETF PSK
Morningstar’s Analysis PSK
Will PSK outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the PSK management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of PSK’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 16.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Citigroup Capital XIII Floating Rate Trust Pfd Secs Registered 2010-30.10.4 | 3.67 | 26M | Financial Services |
Wells Fargo & Co 4.75% PRF PERPETUAL USD 25 Series Z Class A | 1.65 | 12M | Financial Services |
AT&T Inc 5.35% NT REDEEM 01/11/2066 USD 25 | 1.55 | 11M | Communication Services |
Capital One Financial Corp Series I | 1.54 | 11M | Financial Services |
Duke Energy Corp 5.75% PRF PERPETUAL USD 25 - Ser A 1/1000th Int | 1.40 | 10M | Utilities |
Allstate Corp 5.10% PRF PERPETUAL USD 25 - Ser H 1/1000th Int | 1.32 | 9M | Financial Services |
NextEra Energy Capital Holdings Inc 0% | 1.23 | 9M | Corporate |
Capital One Financial Corp 4.80% PRF PERPETUAL USD 25 - 1/40TH INT Series J | 1.23 | 9M | Financial Services |
Xcel Energy Inc 0% | 1.22 | 9M | Corporate |
Athene Holding Ltd FXDFR PRF PERPETUAL USD 25 - Ser A 1/1000 Int Dep | 1.21 | 9M | Financial Services |
United States