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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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