JDM Financial Group’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

JDM Financial Group’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	$32.5K	Sell	1,065 -285	-21%	-$8.85K	0.01%	138
2026 Q1	$41.6K	Hold	1,350	–	–	0.02%	113
2025 Q4	$42.8K	Hold	1,350	–	–	0.02%	108
2025 Q3	$44.6K	Hold	1,350	–	–	0.02%	100
2025 Q2	$42.9K	Hold	1,350	–	–	0.02%	96
2025 Q1	$43.7K	Hold	1,350	–	–	0.02%	95
2024 Q4	$44.5K	Hold	1,350	–	–	0.02%	89
2024 Q3	$48.1K	Hold	1,350	–	–	0.03%	90
2024 Q2	$45.8K	Hold	1,350	–	–	0.03%	82
2024 Q1	$47.1K	Hold	1,350	–	–	0.03%	73
2023 Q4	$45.3K	Hold	1,350	–	–	0.04%	69
2023 Q3	$43.8K	Hold	1,350	–	–	0.04%	67
2023 Q2	$45.2K	Sell	1,350 -815	-38%	-$27.3K	0.04%	70
2023 Q1	$73.5K	Hold	2,165	–	–	0.07%	55
2022 Q4	$71.1K	Buy	+2,165	New	+$73K	0.07%	55

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

JDM Financial Group's PSK Position: Q2 2026 in Review

JDM Financial Group reduced its State Street SPDR ICE Preferred Securities ETF (PSK) stake by 21% in Q2 2026, selling an estimated $8.85K and leaving 1,065 shares worth $32.5K. The position accounts for 0.01% of the portfolio, ranked #138.

JDM Financial Group first reported a position in PSK in Q4 2022 and has held it in 15 quarters since. The position peaked at $73.5K in Q1 2023. 154 funds tracked by Wall St. Rank hold PSK as of Q2 2026.

JDM Financial Group held 1,065 shares of State Street SPDR ICE Preferred Securities ETF worth $32.5K as of Q2 2026.
JDM Financial Group sold 285 State Street SPDR ICE Preferred Securities ETF shares in Q2 2026, an estimated $8.85K.
State Street SPDR ICE Preferred Securities ETF made up 0.01% of JDM Financial Group's portfolio in Q2 2026, its #138 holding.
JDM Financial Group first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2022 and has held it in 15 quarters since.
JDM Financial Group's State Street SPDR ICE Preferred Securities ETF position peaked at $73.5K in Q1 2023.
154 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.