SS SPDR Ice Pref Sec ETFPSKETF

13F holders, Q2 2026 (June 30)
153holders −8
14new positions
22sold out
1famous investor
$30.50avg. 13F price*

At the end of Q2 2026, 153 institutions reported holding SS SPDR Ice Pref Sec ETF (PSK) in their 13F filings, down 8 from Q1 2026. 14 opened new positions and 22 sold out. The largest holders were Wells Fargo & Company ($43.7M), Morgan Stanley ($34.2M) and Royal Bank of Canada ($30.4M). One famous investor held it Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

Company
SS SPDR Ice Pref Sec ETF
Filed as
SPDR SERIES TRUST (Q2 2026)
CUSIP
78464A292
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 166Q1 2024Q2 2024: 167Q2 2024Q3 2024: 174Q3 2024Q4 2024: 183Q4 2024Q1 2025: 173Q1 2025Q2 2025: 169Q2 2025Q3 2025: 167Q3 2025Q4 2025: 171Q4 2025Q1 2026: 161Q1 2026Q2 2026: 153Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions14$9.7M
Exits22$3.3M

All 13F filers, Q1 2026 → Q2 2026: 807,352 shares bought and 476,723 shares sold, net +330,629 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 153 holders

Wells Fargo & Company 0.01% Add +3.7% 1,430,073 $43.7M
Morgan Stanley 0.00% Add +5.2% 1,120,402 $34.2M
Royal Bank of Canada 0.01% Add +11.7% 997,077 $30.4M
Bank of New York Mellon Corp 0.00% Reduce -5.8% 803,593 $24.5M
State of Wisconsin - Board of Commissioners of Public Lands 15.60% No change 780,643 $23.8M
CNO Financial Group, Inc. 12.24% No change 700,000 $21.4M
Envestnet Asset Management Inc. 0.00% Add +3.8% 624,490 $19.1M
Raymond James Financial Inc. 0.00% Add +8.8% 433,914 $13.2M
LPL Financial LLC 0.00% Reduce -6.3% 416,658 $12.7M
Sage Advisory Services, Ltd.Co. 5.60% Add +7.9% 372,859 $11.4M
Lido Advisors, LLC 0.03% Reduce -1.3% 266,836 $8.1M
UBS Group AG 0.00% Add +3.4% 265,320 $8.1M
Bank of America Corp. 0.00% Reduce -0.9% 257,022 $7.8M
United Asset Strategies, Inc. 0.54% New 250,574 $7.7M
Park Avenue Securities LLC 0.03% Reduce -14.8% 181,522 $5.5M
Truist Financial Corp. 0.01% Add +2.1% 176,067 $5.4M
Checchi Capital Advisers, LLC 0.34% Reduce -0.3% 174,253 $5.3M
Twelve Points Wealth Management LLC 1.00% Add +23.0% 164,235 $5.0M
Cetera Investment Advisers 0.00% Reduce -34.2% 141,343 $4.3M
Crews Bank & Trust 0.55% Add +0.1% 138,140 $4.2M
Sound Income Strategies, LLC 0.18% Reduce -1.9% 134,336 $4.1M
&partners 0.02% Add +0.9% 131,391 $4.0M
Ameritas Advisory Services, LLC 0.08% Add +99.8% 122,711 $3.7M
PNC Financial Services Group, Inc. 0.00% Add +3.3% 116,605 $3.6M
Rosenberg Matthew Hamilton 0.65% Add +12.0% 114,610 $3.5M
Allworth Financial LP 0.01% Reduce -7.1% 111,472 $3.4M
Midwest Trust Co 0.04% Reduce -0.5% 110,380 $3.4M
Shulman DeMeo Asset Management LLC 0.60% Reduce -0.3% 105,421 $3.2M
Charles Schwab Investment Management Inc. 0.00% Reduce -5.2% 93,171 $2.8M
Wealth Enhancement Advisory Services, LLC 0.00% Add +0.9% 86,975 $2.6M
Investors Research Corp 0.46% Reduce -4.9% 84,470 $2.6M
Ameriprise Financial Inc. 0.00% Reduce -1.0% 79,494 $2.4M
St Germain D J Co. Inc. 0.09% Reduce -2.8% 78,175 $2.4M
Voya Financial Advisors, Inc. 0.18% Add +20.3% 67,137 $2.1M
Aspetuck Financial Management LLC 1.00% Reduce -0.1% 55,905 $1.7M
Orion Porfolio Solutions, LLC 0.01% Reduce -0.7% 53,187 $1.6M
Crestwood Advisors Group, LLC 0.02% No change 50,729 $1.5M
Deutsche Bank AG 0.00% No change 48,275 $1.5M
JPMorgan Chase & Co. 0.00% Add +29.9% 48,155 $1.5M
FDx Advisors, Inc. 0.42% Reduce -12.9% 45,286 $1.4M
Rockefeller Capital Management L.P. 0.00% Reduce -2.0% 44,396 $1.4M
Osaic Holdings, Inc. 0.00% Add +3.8% 41,597 $1.3M
Wealthspire Retirement, LLC 0.07% Add +2.3% 41,389 $1.3M
Private Advisor Group, LLC 0.01% Reduce -18.5% 38,473 $1.2M
Wealthcare Advisory Partners LLC 0.02% Reduce -6.3% 37,743 $1.2M
Bank of Montreal 0.00% Reduce -6.9% 36,789 $1.1M
Financial Insights, Inc. 0.29% Add +8.6% 34,845 $1.1M
Eagle Harbor Asset Management Inc. 0.79% Reduce -13.0% 33,027 $1.0M
Provenance Wealth Advisors, LLC 0.09% No change 31,535 $963K
Strategic Financial Concepts, LLC 0.26% Add +0.6% 28,368 $866K
Breachway Investments LLC 1.29% Add +17.8% 27,975 $854K
Foundations Investment Advisors, LLC 0.01% Add +265.3% 27,962 $854K
XML Financial, LLC 0.06% Reduce -0.2% 26,939 $822K
Walser Wealth Management Company, A Ltd Liability Co 0.34% New 26,493 $809K
NewEdge Advisors, LLC 0.00% Add +2.5% 26,441 $807K
Cambridge Investment Research Advisors, Inc. 0.00% Add +8.5% 24,718 $755K
Betterment LLC 0.00% Reduce -4.6% 23,647 $722K
Fifth Third Securities, Inc. 0.04% Add +5.8% 22,722 $694K
Fulton Breakefield Broenniman LLC 0.04% Reduce -11.4% 22,593 $690K
NBT Bank, N.A. 0.04% No change 21,916 $669K
Cornerstone Financial Group, LLC 0.39% Add +1.0% 20,731 $633K
MML Investors Services, LLC 0.00% Add +10.8% 18,751 $572K
Pure Financial Advisors, LLC 0.01% Reduce -26.6% 17,376 $531K
Laurel Oak Wealth Management, LLC 0.07% Reduce -11.4% 16,669 $509K
Atlas Private Wealth Advisors 0.10% Reduce -34.2% 15,532 $474K
US Bancorp \de 0.00% Add +3.1% 14,983 $457K
Camarda Financial Advisors, LLC 0.14% Add +8.0% 14,704 $449K
CGN Advisors LLC 0.03% Reduce -11.6% 14,469 $442K
Hilton Capital Management, LLC 0.03% New 13,860 $423K
Sequent Planning LLC 0.09% Add +13.2% 13,848 $423K
Fifth Third Bancorp 0.00% Reduce -4.4% 13,793 $421K
Jones Financial Companies LLLP 0.00% Add +52.6% 12,842 $391K
Inscription Capital, LLC 0.03% Reduce -3.6% 12,595 $385K
Wedmont Private Capital 0.01% Add +1.8% 12,604 $383K
Mariner, LLC 0.00% Reduce -43.6% 12,535 $383K
WealthPoint Financial, LLC 0.28% Add +19.4% 12,504 $382K
Greenleaf Trust 0.00% Reduce -58.1% 12,044 $368K
Alexander Labrunerie & Co., Inc. 0.13% Reduce -3.8% 11,895 $363K
Eclectic Associates Inc. 0.04% Add +0.2% 11,794 $360K
Private Trust Co. NA 0.03% No change 11,448 $350K
Artemis Wealth Advisors, LLC 0.04% Add +1.6% 11,041 $337K
Plan Group Financial, LLC 0.07% New 10,996 $336K
Jane Street Group, LLC 0.00% New 10,993 $336K
Parr McKnight Wealth Management Group, LLC 0.04% No change 10,000 $305K
Cerity Partners LLC 0.00% Add +5.8% 9,404 $287K
Gotham Asset Management 0.00% Add +18.7% 9,177 $280K
TD Capital Management LLC 0.02% Add +0.2% 9,159 $280K
Creative Planning 0.00% Add +1.1% 8,664 $265K
Bath Savings Trust Co 0.03% Reduce -57.8% 8,422 $257K
FORM Wealth Advisors, LLC 0.03% Add +1.8% 8,319 $254K
Wayfinding Financial, LLC 0.09% No change 8,211 $250K
Susquehanna International Group, LLP 0.00% Reduce -88.4% 8,166 $249K
Northwestern Mutual Wealth Management Co. 0.00% Add +1.6% 8,136 $248K
Keybank National Association 0.00% No change 8,100 $247K
Stratos Wealth Partners, LTD. 0.00% Add +0.1% 7,918 $242K
Sharper & Granite LLC 0.07% No change 7,310 $223K
Equitable Holdings, Inc. 0.00% Add +8.4% 7,280 $222K
Flputnam Investment Management Co. 0.00% Reduce -13.9% 6,975 $213K
Farther Finance Advisors, LLC 0.00% Add +19.8% 6,074 $185K
Geneos Wealth Management Inc. 0.00% Reduce -0.2% 5,660 $173K

"% of holder's portfolio" is PSK's weight in each manager's 13F, not the share of SS SPDR Ice Pref Sec ETF the manager owns.

Show all 153 holders