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
Aureus Asset Management, LLC 0.02% No change 9,010 $292K
Chatham Capital Group, Inc. 0.05% No change 8,700 $282K
Northwestern Mutual Wealth Management Co. 0.00% Add +0.9% 8,283 $268K
Keybank National Association 0.00% No change 8,100 $262K
Mayflower Financial Advisors, LLC 0.04% No change 7,875 $255K
SVB Wealth LLC 0.01% Reduce -26.1% 7,822 $253K
Stratos Wealth Partners, LTD. 0.00% Add +0.4% 7,667 $248K
Destination Wealth Management 0.01% Reduce -4.6% 7,621 $247K
Mokosak Advisory Group, LLC 0.08% New 7,528 $244K
HF Advisory Group, LLC 0.10% Reduce -3.6% 7,273 $236K
HighTower Advisors, LLC 0.00% Reduce -19.3% 7,065 $229K
DAVENPORT & Co LLC 0.00% No change 6,821 $221K
Medallion Wealth Advisors, LLC 0.10% No change 6,782 $219K
Harvest Investment Services, LLC 0.06% No change 6,700 $217K
Tradewinds Capital Management, LLC 0.06% Reduce -97.8% 6,693 $217K
Geneos Wealth Management Inc. 0.01% Reduce -7.6% 6,577 $213K
Checchi Capital Advisers, LLC 0.01% New 6,408 $208K
Austin Private Wealth, LLC 0.02% New 6,368 $206K
Fortis Capital Advisors, LLC 0.04% New 6,210 $201K
Farther Finance Advisors, LLC 0.00% New 5,122 $165K
Key Financial Inc 0.03% Reduce -7.1% 3,919 $127K
Lowe Wealth Advisors, LLC 0.05% No change 3,538 $115K
Steward Partners Investment Advisory, LLC 0.00% Reduce -80.5% 3,385 $110K
Parallel Advisors, LLC 0.00% No change 2,756 $89K
Wayfinding Financial, LLC 0.04% New 2,681 $86K
Sunbelt Securities, Inc. 0.01% No change 2,298 $74K
Iron Horse Wealth Management, LLC 0.02% No change 2,203 $71K
Nalls Sherbakoff Group, LLC 0.06% — 2,193 $71K
Lanark Financial, Inc. 0.01% — 2,145 $69K
Duncker Streett & Co. Inc. 0.01% No change 2,000 $65K
AlphaCore Capital LLC 0.01% New 1,966 $64K
Qube Research & Technologies Ltd 0.00% Add +66.8% 1,840 $60K
Cwm, LLC 0.00% No change 1,661 $54K
SRH Advisors, LLC 0.02% No change 1,620 $52K
Tanglewood Legacy Advisors, LLC 0.02% No change 1,601 $52K
Hexagon Capital Partners LLC 0.01% No change 1,436 $47K
Vermillion & White Wealth Management Group, LLC 0.03% Reduce -35.4% 1,414 $46K
CoreCap Advisors, LLC 0.00% No change 1,358 $44K
JDM Financial Group LLC 0.02% No change 1,350 $44K
Topsail Wealth Management, LLC 0.01% Add +21.9% 1,158 $37K
MAI Capital Management 0.00% No change 1,149 $37K
Rialto Wealth Management, LLC 0.01% No change 1,087 $35K
Cornerstone Planning Group LLC 0.01% Reduce -8.6% 990 $31K
Armstrong Advisory Group, Inc. 0.00% No change 875 $29K
Parkside Financial Bank & Trust 0.00% No change 693 $22K
Clearstead Advisors, LLC 0.00% Add +8.3% 690 $22K
Trust Co 0.00% New 500 $16K
Vermillion Wealth Management, Inc. 0.00% Reduce -23.7% 485 $16K
MGB Wealth Management, LLC 0.01% Add +43.5% 485 $16K
NewSquare Capital LLC 0.00% Reduce -99.8% 485 $16K
National Bank of Canada 0.00% No change 450 $15K
IFP Advisors, Inc 0.00% Add +0.3% 379 $12K
Capital Investment Advisory Services, LLC 0.00% No change 367 $12K
Coldstream Capital Management Inc. 0.00% New 354 $11K
Citigroup Inc. 0.00% No change 300 $10K
Transamerica Financial Advisors, LLC 0.00% Reduce -99.3% 198 $7K
Front Row Advisors LLC 0.00% No change 215 $7K
Pension & Wealth Management Advisors, Inc. 0.00% No change 165 $5K
Vision Financial Markets LLC 0.01% Add +0.7% 142 $5K
GPS Wealth Strategies Group, LLC 0.00% No change 103 $3K
Costello Asset Management, INC 0.00% New 102 $3K
Aptus Capital Advisors, LLC 0.00% New 100 $3K
Capital Analysts, LLC 0.00% No change 91 $3K
Arax Advisory Partners 0.00% New 83 $3K
Assetmark, Inc. 0.00% No change 68 $2K
Financial Network Wealth Advisors LLC 0.00% No change 57 $2K
Delta Asset Management LLC 0.00% No change 56 $2K
Wiser Advisor Group LLC 0.00% No change 34 $1K
SBI Securities Co., Ltd. 0.00% Add +700.0% 32 $1K
Principal Securities, Inc. 0.00% No change 12 $396
PSI Advisors, LLC 0.00% Reduce -99.3% 8 $259
Tower Research Capital LLC (TRC) 0.00% Reduce -62.5% 6 $194
Signaturefd, LLC 0.00% No change 1 $22

"% 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.