Matthew Hamilton Rosenberg’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Matthew Hamilton Rosenberg’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 Q3	$4.01M	Buy	141,339 +26,729	+23%	+$796K	0.72%	21
2026 Q2	$3.5M	Buy	114,610 +12,305	+12%	+$382K	0.65%	21
2026 Q1	$3.16M	Buy	102,305 +7,138	+8%	+$228K	0.65%	22
2025 Q4	$3.02M	Buy	95,167 +15,377	+19%	+$497K	0.62%	24
2025 Q3	$2.64M	Buy	79,790 +19,801	+33%	+$645K	0.57%	25
2025 Q2	$1.91M	Sell	59,989 -1,834	-3%	-$58K	0.44%	28
2025 Q1	$2M	Buy	61,823 +8,458	+16%	+$281K	0.5%	26
2024 Q4	$1.76M	Buy	53,365 +1,742	+3%	+$60.2K	0.46%	28
2024 Q3	$1.84M	Buy	51,623 +4,479	+10%	+$155K	0.48%	28
2024 Q2	$1.58M	Buy	47,144 +3,152	+7%	+$106K	0.47%	29
2024 Q1	$1.53M	Buy	43,992 +2,935	+7%	+$101K	0.44%	31
2023 Q4	$1.38M	Sell	41,057 -1,005	-2%	-$32.3K	0.42%	32
2023 Q3	$1.37M	Sell	42,062 -1,716	-4%	-$56.6K	0.45%	33
2023 Q2	$1.47M	Sell	43,778 -5,336	-11%	-$179K	0.5%	27
2023 Q1	$1.67M	Buy	49,114 +996	+2%	+$34.9K	0.54%	28
2022 Q4	$1.58M	Buy	48,118 +2,032	+4%	+$68.5K	0.54%	30
2022 Q3	$1.61M	Buy	46,086 +5,680	+14%	+$207K	0.62%	25
2022 Q2	$1.46M	Sell	40,406 -5,065	-11%	-$183K	0.55%	29
2022 Q1	$1.77M	Buy	45,471 +1,331	+3%	+$53.2K	0.62%	27
2021 Q4	$1.89M	Sell	44,140 -5,918	-12%	-$253K	0.67%	26
2021 Q3	$2.18M	Buy	50,058 +9,921	+25%	+$434K	0.86%	23
2021 Q2	$1.77M	Buy	40,137 +3,914	+11%	+$171K	0.92%	19
2021 Q1	$1.57M	Buy	36,223 +5,964	+20%	+$257K	0.9%	20
2020 Q4	$1.34M	Buy	30,259 +18,593	+159%	+$815K	0.84%	20
2020 Q3	$507K	Buy	11,666 +4,926	+73%	+$213K	0.37%	35
2020 Q2	$282K	Buy	+6,740	New	+$280K	0.22%	54

Other funds holding PSK

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

FWA

FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Matthew Hamilton Rosenberg's PSK Position: Q3 2026 in Review

Matthew Hamilton Rosenberg increased its State Street SPDR ICE Preferred Securities ETF (PSK) stake by 23% in Q3 2026, buying an estimated $796K and bringing the position to 141,339 shares worth $4.01M. The position accounts for 0.72% of the portfolio, ranked #21.

Matthew Hamilton Rosenberg first reported a position in PSK in Q2 2020 and has held it in 26 quarters since. 12 funds tracked by Wall St. Rank hold PSK as of Q3 2026.

Matthew Hamilton Rosenberg held 141,339 shares of State Street SPDR ICE Preferred Securities ETF worth $4.01M as of Q3 2026.
Matthew Hamilton Rosenberg bought 26,729 State Street SPDR ICE Preferred Securities ETF shares in Q3 2026, an estimated $796K.
State Street SPDR ICE Preferred Securities ETF made up 0.72% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #21 holding.
Matthew Hamilton Rosenberg first reported a position in State Street SPDR ICE Preferred Securities ETF in Q2 2020 and has held it in 26 quarters since.
12 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.