Destination Wealth Management’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
2025 Q3	–	Sell	-8,507	Closed	-$270K	–	309
2025 Q2	$270K	Buy	8,507 +886	+12%	+$28K	0.01%	222
2025 Q1	$247K	Sell	7,621 -364	-5%	-$12.1K	0.01%	219
2024 Q4	$263K	Buy	7,985 +194	+2%	+$6.71K	0.01%	208
2024 Q3	$278K	Sell	7,791 -567	-7%	-$19.6K	0.01%	197
2024 Q2	$284K	Hold	8,358	–	–	0.01%	179
2024 Q1	$291K	Sell	8,358 -7,955	-49%	-$275K	0.01%	175
2023 Q4	$547K	Buy	+16,313	New	+$525K	0.02%	148
2023 Q1	–	Sell	-11,553	Closed	-$379K	–	223
2022 Q4	$379K	Buy	+11,553	New	+$390K	0.02%	155
2019 Q3	–	Sell	-646	Closed	-$28K	–	412
2019 Q2	$28K	Buy	+646	New	+$27.7K	﹤0.01%	349
2019 Q1	–	Sell	-2,922	Closed	-$116K	–	712
2018 Q4	$116K	Buy	2,922 +2,235	+325%	+$91K	0.01%	168
2018 Q3	$29K	Sell	687 -587	-46%	-$25.3K	﹤0.01%	362
2018 Q2	$55K	Hold	1,274	–	–	﹤0.01%	249
2018 Q1	$55K	Sell	1,274 -5,429	-81%	-$234K	﹤0.01%	244
2017 Q4	$295K	Buy	+6,703	New	+$299K	0.02%	133
2017 Q1	–	Sell	-11,305	Closed	-$474K	–	169
2016 Q4	$474K	Buy	+11,305	New	+$494K	0.03%	111