Betterment LLC’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Betterment LLC’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 Q2	$722K	Sell	23,647 -1,137	-5%	-$35.3K	﹤0.01%	409
2026 Q1	$764K	Buy	24,784 +5	+0%	+$160	﹤0.01%	365
2025 Q4	$785K	Sell	24,779 -4	-0%	-$129	﹤0.01%	331
2025 Q3	$820K	Buy	24,783 +44	+0.2%	+$1.43K	﹤0.01%	313
2025 Q2	$786K	Buy	24,739 +773	+3%	+$24.4K	﹤0.01%	294
2025 Q1	$776K	Buy	23,966 +117	+0.5%	+$3.89K	﹤0.01%	285
2024 Q4	$787K	Hold	23,849	–	–	﹤0.01%	273
2024 Q3	$850K	Hold	23,849	–	–	﹤0.01%	253
2024 Q2	$809K	Hold	23,849	–	–	﹤0.01%	241
2024 Q1	$832K	Hold	23,849	–	–	﹤0.01%	218
2023 Q4	$799K	Buy	+23,849	New	+$767K	﹤0.01%	197
2023 Q2	–	Sell	-23,000	Closed	-$781K	–	290
2023 Q1	$781K	Buy	+23,000	New	+$805K	﹤0.01%	170
2022 Q4	–	Sell	-22,996	Closed	-$824K	–	256
2022 Q3	$824K	Hold	22,996	–	–	﹤0.01%	157
2022 Q2	$824K	Buy	+22,996	New	+$832K	﹤0.01%	157
2020 Q2	–	Sell	-14,059	Closed	-$551K	–	119
2020 Q1	$551K	Buy	14,059 +4,080	+41%	+$173K	﹤0.01%	88
2019 Q4	$439K	Hold	9,979	–	–	﹤0.01%	95
2019 Q3	$431K	Hold	9,979	–	–	﹤0.01%	94
2019 Q2	$431K	Hold	9,979	–	–	﹤0.01%	94
2019 Q1	$426K	Hold	9,979	–	–	﹤0.01%	90
2018 Q4	$395K	Hold	9,979	–	–	﹤0.01%	89
2018 Q3	$425K	Hold	9,979	–	–	﹤0.01%	86
2018 Q2	$434K	Hold	9,979	–	–	﹤0.01%	85
2018 Q1	$427K	Hold	9,979	–	–	﹤0.01%	85
2017 Q4	$439K	Hold	9,979	–	–	﹤0.01%	79
2017 Q3	$446K	Hold	9,979	–	–	﹤0.01%	75
2017 Q2	$449K	Buy	9,979 +28	+0.3%	+$1.26K	﹤0.01%	61
2017 Q1	$437K	Buy	9,951 +168	+2%	+$7.31K	0.01%	54
2016 Q4	$410K	Buy	+9,783	New	+$427K	0.01%	49

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

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

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

SAS

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

Betterment LLC's PSK Position: Q2 2026 in Review

Betterment LLC reduced its State Street SPDR ICE Preferred Securities ETF (PSK) stake by 4.6% in Q2 2026, selling an estimated $35.3K and leaving 23,647 shares worth $722K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Betterment LLC first reported a position in PSK in Q4 2016 and has held it in 28 quarters since. The position peaked at $850K in Q3 2024. 154 funds tracked by Wall St. Rank hold PSK as of Q2 2026.

Betterment LLC held 23,647 shares of State Street SPDR ICE Preferred Securities ETF worth $722K as of Q2 2026.
Betterment LLC sold 1,137 State Street SPDR ICE Preferred Securities ETF shares in Q2 2026, an estimated $35.3K.
State Street SPDR ICE Preferred Securities ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #409 holding.
Betterment LLC first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2016 and has held it in 28 quarters since.
Betterment LLC's State Street SPDR ICE Preferred Securities ETF position peaked at $850K in Q3 2024.
154 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.