Nalls Sherbakoff Group’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Nalls Sherbakoff 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
2025 Q4	$2.31K	Sell	73 -2,120	-97%	-$68.5K	﹤0.01%	397
2025 Q3	$72.5K	Hold	2,193	–	–	0.05%	173
2025 Q2	$69.7K	Hold	2,193	–	–	0.05%	170
2025 Q1	$71K	Buy	+2,193	New	+$72.9K	0.06%	158
2023 Q4	$75.7K	Hold	2,257	–	–	0.07%	133
2023 Q3	$73.3K	Hold	2,257	–	–	0.07%	133
2023 Q2	$75.7K	Hold	2,257	–	–	0.07%	131
2023 Q1	$76.2K	Buy	+2,257	New	+$79K	0.08%	136

Other funds holding PSK

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $174M AUM 1.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Nalls Sherbakoff Group's PSK Position: Q4 2025 in Review

Nalls Sherbakoff Group reduced its State Street SPDR ICE Preferred Securities ETF (PSK) stake by 97% in Q4 2025, selling an estimated $68.5K and leaving 73 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Nalls Sherbakoff Group first reported a position in PSK in Q1 2023 and has held it in 8 quarters since. The position peaked at $76.2K in Q1 2023. 170 funds tracked by Wall St. Rank hold PSK as of Q4 2025.

Nalls Sherbakoff Group held 73 shares of State Street SPDR ICE Preferred Securities ETF worth $2.31K as of Q4 2025.
Nalls Sherbakoff Group sold 2,120 State Street SPDR ICE Preferred Securities ETF shares in Q4 2025, an estimated $68.5K.
State Street SPDR ICE Preferred Securities ETF made up ﹤0.01% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #397 holding.
Nalls Sherbakoff Group first reported a position in State Street SPDR ICE Preferred Securities ETF in Q1 2023 and has held it in 8 quarters since.
Nalls Sherbakoff Group's State Street SPDR ICE Preferred Securities ETF position peaked at $76.2K in Q1 2023.
170 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.