SS SPDR Ice Pref Sec ETFPSKETF

13F holders, Q1 2025 (March 31)
173holders −10
13new positions
24sold out
$32.38avg. 13F price*

At the end of Q1 2025, 173 institutions reported holding SS SPDR Ice Pref Sec ETF (PSK) in their 13F filings, down 10 from Q4 2024. 13 opened new positions and 24 sold out. The largest holders were Morgan Stanley ($44.2M), Bank of New York Mellon Corp ($36.0M) and Royal Bank of Canada ($32.0M).

Company
SS SPDR Ice Pref Sec ETF
Filed as
SPDR SER TR (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions13$1.7M
Exits24$19.5M

All 13F filers, Q4 2024 → Q1 2025: 1,248,679 shares bought and 1,760,054 shares sold, net −511,375 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 173 holders

Morgan Stanley 0.00% Add +21.8% 1,365,444 $44.2M
Bank of New York Mellon Corp 0.01% Add +6.1% 1,110,466 $36.0M
Royal Bank of Canada 0.01% Add +22.8% 986,591 $32.0M
Wells Fargo & Company 0.01% Add +12.4% 957,912 $31.0M
State of Wisconsin - Board of Commissioners of Public Lands 17.57% No change 840,093 $27.2M
CNO Financial Group, Inc. 18.96% — 700,000 $22.7M
Flputnam Investment Management Co. 0.38% Add +9.5% 628,350 $20.4M
Envestnet Asset Management Inc. 0.01% Add +13.3% 566,766 $18.4M
LPL Financial LLC 0.01% Reduce -5.6% 560,804 $18.2M
Park Avenue Securities LLC 0.19% Add +11.6% 465,468 $15.1M
Atlas Private Wealth Advisors 1.70% Reduce -18.4% 376,424 $12.2M
Crews Bank & Trust 1.62% Add +1.0% 293,603 $9.5M
Raymond James Financial Inc. 0.00% Add +21.7% 284,257 $9.2M
UBS Group AG 0.00% Add +1.6% 276,560 $9.0M
Sage Advisory Services, Ltd.Co. 5.24% Add +52.6% 275,449 $8.9M
Truist Financial Corp. 0.01% Add +33.3% 273,333 $8.9M
St Germain D J Co. Inc. 0.41% Add +14.9% 268,321 $8.7M
Bank of America Corp. 0.00% Reduce -15.1% 214,821 $7.0M
Lido Advisors, LLC 0.04% Reduce -4.7% 212,034 $6.9M
Financial Counselors Inc. 0.10% Add +0.9% 198,909 $6.4M
Barry Investment Advisors, LLC 1.70% Reduce -4.1% 198,020 $6.4M
Long Run Wealth Advisors, LLC 1.36% Add +12.5% 185,124 $6.0M
Sound Income Strategies, LLC 0.31% Add +4.0% 162,992 $5.3M
Allworth Financial LP 0.03% Reduce -4.3% 156,104 $5.0M
Twelve Points Wealth Management LLC 1.27% Add +16.9% 144,463 $4.7M
Shilanski & Associates, Inc. 1.41% Add +6.5% 139,890 $4.5M
Charles Schwab Investment Management Inc. 0.00% Reduce -3.9% 117,644 $3.8M
PNC Financial Services Group, Inc. 0.00% Add +31.3% 116,514 $3.8M
Shulman DeMeo Asset Management LLC 1.02% Reduce -0.4% 112,426 $3.6M
Cetera Investment Advisers 0.01% Reduce -0.9% 101,819 $3.3M
Investors Research Corp 0.66% Add +0.0% 94,489 $3.1M
&partners 0.03% Add +2.1% 88,728 $2.9M
Mariner, LLC 0.00% Reduce -0.5% 82,681 $2.7M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -3.7% 79,661 $2.6M
Mercer Global Advisors Inc. 0.01% Reduce -16.3% 78,039 $2.5M
Ameriprise Financial Inc. 0.00% Add +13.1% 77,686 $2.5M
Ameritas Advisory Services, LLC 0.10% Add +6.9% 75,674 $2.5M
Orion Porfolio Solutions, LLC 0.02% Reduce -3.9% 62,116 $2.0M
Orion Portfolio Solutions, LLC 0.02% Reduce -3.9% 62,116 $2.0M
Rosenberg Matthew Hamilton 0.50% Add +15.8% 61,823 $2.0M
FDx Advisors, Inc. 0.65% Add +30.6% 61,457 $2.0M
Private Advisor Group, LLC 0.01% Reduce -1.8% 60,218 $2.0M
Aspetuck Financial Management LLC 1.62% Reduce -0.1% 57,970 $1.9M
JPMorgan Chase & Co. 0.00% Reduce -16.2% 53,628 $1.7M
Voya Financial Advisors, Inc. 0.19% Reduce -3.0% 52,935 $1.7M
Wealthspire Retirement, LLC 0.12% Add +2.7% 47,878 $1.6M
Bank of Montreal 0.00% Add +0.9% 42,622 $1.4M
Wealthcare Advisory Partners LLC 0.03% Reduce -8.3% 37,746 $1.2M
SK Wealth Management, LLC 0.63% Add +0.5% 37,393 $1.2M
Fulton Breakefield Broenniman LLC 0.08% Add +0.4% 35,931 $1.2M
Osaic Holdings, Inc. 0.00% Reduce -57.5% 35,015 $1.1M
Envestnet Portfolio Solutions, Inc. 0.00% Add +28.4% 33,911 $1.1M
Bath Savings Trust Co 0.11% Reduce -2.0% 33,047 $1.1M
Zacks Investment Management 0.01% Reduce -71.2% 32,444 $1.1M
XML Financial, LLC 0.10% Reduce -0.7% 32,409 $1.0M
Provenance Wealth Advisors, LLC 0.15% No change 31,535 $1.0M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -9.2% 29,313 $949K
Financial Insights, Inc. 0.37% Add +4.8% 28,529 $924K
Eagle Harbor Asset Management Inc. 0.93% Add +22.2% 28,177 $913K
Alexander Labrunerie & Co., Inc. 0.39% Reduce -3.0% 27,378 $887K
Commonwealth Equity Services, LLC 0.00% Reduce -17.4% 25,084 $812K
Betterment LLC 0.00% Add +0.5% 23,966 $776K
Diligent Investors, LLC 0.18% Add +0.0% 23,446 $759K
Matrix Trust Co 0.13% Add +40.8% 22,999 $745K
Crestwood Advisors Group, LLC 0.01% No change 22,821 $739K
McAdam, LLC 0.04% Reduce -32.0% 21,997 $712K
CGN Advisors LLC 0.07% Add +32.2% 21,890 $709K
Synovus Financial Corp. 0.01% Add +2.9% 21,223 $687K
MML Investors Services, LLC 0.00% Add +4.8% 20,566 $666K
NewEdge Advisors, LLC 0.00% Reduce -42.5% 19,721 $639K
Fifth Third Securities, Inc. 0.05% Reduce -76.6% 19,231 $623K
Private Trust Co. NA 0.06% Add +33.4% 17,703 $573K
Equitable Holdings, Inc. 0.01% Add +7.2% 17,628 $571K
Cornerstone Financial Group, LLC 0.51% Add +13.9% 17,849 $565K
Sharper & Granite LLC 0.21% Reduce -5.7% 16,025 $519K
GLOBALT Investments LLC / GA 0.02% Reduce -9.5% 15,964 $517K
Euro Pacific Asset Management, LLC 0.09% No change 15,965 $515K
Apollon Wealth Management, LLC 0.01% Reduce -4.0% 15,733 $510K
Sowell Financial Services LLC 0.02% New 15,354 $497K
NBT Bank, N.A. 0.04% No change 15,221 $493K
Pure Financial Advisors, LLC 0.01% Add +1.6% 14,748 $478K
Rockefeller Capital Management L.P. 0.00% Reduce -0.0% 14,572 $472K
Inscription Capital, LLC 0.08% — 13,073 $456K
Hilton Capital Management, LLC 0.04% No change 14,010 $454K
Susquehanna International Group, LLP 0.00% Reduce -79.9% 13,390 $434K
Belpointe Asset Management LLC 0.02% Add +25.2% 13,052 $423K
Sequent Planning LLC 0.15% Reduce -4.9% 13,058 $423K
Jones Financial Companies LLLP 0.00% Add +33.8% 11,706 $381K
Eclectic Associates Inc. 0.10% Add +0.1% 11,628 $377K
Wedmont Private Capital 0.02% Add +1.7% 11,581 $360K
Prospera Financial Services Inc 0.01% Reduce -88.3% 10,457 $339K
Artemis Wealth Advisors, LLC 0.06% Add +1.1% 10,200 $330K
Parr McKnight Wealth Management Group, LLC 0.05% No change 10,000 $324K
Comerica Bank 0.00% Add +4.9% 9,966 $323K
Townsquare Capital LLC 0.00% Add +10.8% 9,761 $316K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.05% Add +39.7% 9,752 $316K
FORM Wealth Advisors, LLC 0.04% — 9,694 $314K
Kestra Advisory Services, LLC 0.00% Reduce -8.6% 9,390 $304K
US Bancorp \de 0.00% Add +0.4% 9,105 $295K
TD Capital Management LLC 0.03% Add +0.1% 9,087 $294K

"% 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 173 holders