Shulman DeMeo Asset Management’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Shulman DeMeo Asset Management’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	$3.22M	Sell	105,421 -355	-0.3%	-$11K	0.6%	15
2026 Q1	$3.26M	Sell	105,776 -4,495	-4%	-$144K	0.69%	14
2025 Q4	$3.49M	Sell	110,271 -1,392	-1%	-$45K	0.79%	12
2025 Q3	$3.69M	Sell	111,663 -89	-0.1%	-$2.9K	0.85%	12
2025 Q2	$3.55M	Sell	111,752 -674	-0.6%	-$21.3K	0.88%	13
2025 Q1	$3.64M	Sell	112,426 -472	-0.4%	-$15.7K	1.02%	11
2024 Q4	$3.72M	Sell	112,898 -3,472	-3%	-$120K	1.01%	11
2024 Q3	$4.15M	Sell	116,370 -214	-0.2%	-$7.41K	1.02%	11
2024 Q2	$3.96M	Sell	116,584 -741	-0.6%	-$25K	1.03%	9
2024 Q1	$4.09M	Sell	117,325 -1,962	-2%	-$67.8K	1.08%	8
2023 Q4	$4M	Sell	119,287 -436	-0.4%	-$14K	1.13%	8
2023 Q3	$3.89M	Sell	119,723 -106	-0.1%	-$3.5K	1.3%	7
2023 Q2	$4.01M	Sell	119,829 -618	-0.5%	-$20.7K	1.2%	8
2023 Q1	$4.09M	Sell	120,447 -192	-0.2%	-$6.72K	1.28%	8
2022 Q4	$3.96M	Sell	120,639 -419	-0.3%	-$14.1K	1.32%	11
2022 Q3	$4.22M	Sell	121,058 -461	-0.4%	-$16.8K	1.5%	9
2022 Q2	$4.36M	Sell	121,519 -262	-0.2%	-$9.48K	1.44%	9
2022 Q1	$4.75M	Sell	121,781 -756	-0.6%	-$30.2K	1.32%	11
2021 Q4	$5.26M	Buy	+122,537	New	+$5.24M	1.37%	10
2021 Q3	–	Sell	-125,894	Closed	-$5.57M	–	120
2021 Q2	$5.57M	Sell	125,894 -4,878	-4%	-$213K	2.16%	4
2021 Q1	$5.68M	Sell	130,772 -8,364	-6%	-$361K	1.55%	10
2020 Q4	$6.18M	Buy	139,136 +7,844	+6%	+$344K	1.76%	9
2020 Q3	$5.71M	Sell	131,292 -210	-0.2%	-$9.06K	1.91%	9
2020 Q2	$5.5M	Sell	131,502 -7,396	-5%	-$307K	2.13%	7
2020 Q1	$5.44M	Buy	138,898 +4,481	+3%	+$190K	2.53%	4
2019 Q4	$5.92M	Buy	134,417 +8,769	+7%	+$385K	2.05%	8
2019 Q3	$5.55M	Buy	125,648 +12,476	+11%	+$546K	1.86%	10
2019 Q2	$4.89M	Sell	113,172 -172	-0.2%	-$7.37K	1.8%	8
2019 Q1	$4.84M	Sell	113,344 -349	-0.3%	-$14.6K	1.84%	8
2018 Q4	$4.5M	Buy	+113,693	New	+$4.63M	2.48%	4

Other funds holding PSK

SAS

Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

UAS

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

PAS

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

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Shulman DeMeo Asset Management's PSK Position: Q2 2026 in Review

Shulman DeMeo Asset Management reduced its State Street SPDR ICE Preferred Securities ETF (PSK) stake by 0.34% in Q2 2026, selling an estimated $11K and leaving 105,421 shares worth $3.22M. The position accounts for 0.6% of the portfolio, ranked #15.

Shulman DeMeo Asset Management first reported a position in PSK in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.18M in Q4 2020. 31 funds tracked by Wall St. Rank hold PSK as of Q2 2026.

Shulman DeMeo Asset Management held 105,421 shares of State Street SPDR ICE Preferred Securities ETF worth $3.22M as of Q2 2026.
Shulman DeMeo Asset Management sold 355 State Street SPDR ICE Preferred Securities ETF shares in Q2 2026, an estimated $11K.
State Street SPDR ICE Preferred Securities ETF made up 0.6% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #15 holding.
Shulman DeMeo Asset Management first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2018 and has held it in 30 quarters since.
Shulman DeMeo Asset Management's State Street SPDR ICE Preferred Securities ETF position peaked at $6.18M in Q4 2020.
31 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.