SS SPDR Ice Pref Sec ETFPSKETF

13F holders, Q2 2025 (June 30)
169holders −4
10new positions
16sold out
2famous investors
$31.76avg. 13F price*

At the end of Q2 2025, 169 institutions reported holding SS SPDR Ice Pref Sec ETF (PSK) in their 13F filings, down 4 from Q1 2025. 10 opened new positions and 16 sold out. The largest holders were Wells Fargo & Company ($55.3M), Morgan Stanley ($37.1M) and Bank of New York Mellon Corp ($34.8M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

Company
SS SPDR Ice Pref Sec ETF
Filed as
SPDR SERIES TRUST (Q2 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions10$5.6M
Exits16$9.9M

All 13F filers, Q1 2025 → Q2 2025: 1,348,515 shares bought and 1,750,750 shares sold, net −402,235 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 169 holders

Wells Fargo & Company 0.01% Add +81.9% 1,742,070 $55.3M
Morgan Stanley 0.00% Reduce -14.4% 1,168,821 $37.1M
Bank of New York Mellon Corp 0.01% Reduce -1.4% 1,094,854 $34.8M
Royal Bank of Canada 0.01% Reduce -5.4% 932,939 $29.6M
State of Wisconsin - Board of Commissioners of Public Lands 17.14% No change 840,093 $26.7M
CNO Financial Group, Inc. 13.74% No change 700,000 $22.2M
Envestnet Asset Management Inc. 0.01% Add +2.7% 582,101 $18.5M
LPL Financial LLC 0.01% Reduce -11.5% 496,300 $15.8M
Park Avenue Securities LLC 0.14% Reduce -0.3% 464,183 $14.7M
Atlas Private Wealth Advisors 1.51% Reduce -1.9% 369,431 $11.7M
Sage Advisory Services, Ltd.Co. 5.73% Add +20.3% 331,489 $10.5M
Raymond James Financial Inc. 0.00% Add +7.5% 305,707 $9.7M
Crews Bank & Trust 1.43% Reduce -2.3% 286,753 $9.1M
UBS Group AG 0.00% Add +3.0% 284,976 $9.1M
Lido Advisors, LLC 0.05% Add +32.2% 280,403 $8.9M
Bank of America Corp. 0.00% Reduce -1.1% 212,346 $6.7M
Truist Financial Corp. 0.01% Reduce -22.7% 211,217 $6.7M
Long Run Wealth Advisors, LLC 1.34% Add +8.6% 201,124 $6.4M
St Germain D J Co. Inc. 0.26% Reduce -30.2% 187,190 $5.9M
Midwest Trust Co 0.07% — 162,972 $5.2M
Sound Income Strategies, LLC 0.29% Reduce -1.2% 161,023 $5.1M
Twelve Points Wealth Management LLC 1.32% Add +6.5% 153,924 $4.9M
Shilanski & Associates, Inc. 1.33% Add +4.5% 146,118 $4.6M
Allworth Financial LP 0.02% Reduce -19.7% 125,398 $4.0M
&partners 0.03% Add +31.6% 116,753 $3.7M
Charles Schwab Investment Management Inc. 0.00% Reduce -4.3% 112,599 $3.6M
Shulman DeMeo Asset Management LLC 0.88% Reduce -0.6% 111,752 $3.5M
PNC Financial Services Group, Inc. 0.00% Reduce -5.2% 110,432 $3.5M
Zacks Investment Management 0.03% Add +234.1% 108,397 $3.4M
Barry Investment Advisors, LLC 0.83% Reduce -47.3% 104,355 $3.3M
Cetera Investment Advisers 0.01% Reduce -3.6% 98,114 $3.1M
Investors Research Corp 0.58% Reduce -0.9% 93,623 $3.0M
Ameriprise Financial Inc. 0.00% Add +8.3% 84,149 $2.7M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -4.6% 75,966 $2.4M
Mariner, LLC 0.00% Reduce -20.1% 66,099 $2.1M
FDx Advisors, Inc. 0.60% Add +0.1% 61,523 $2.0M
Rosenberg Matthew Hamilton 0.44% Reduce -3.0% 59,989 $1.9M
Orion Porfolio Solutions, LLC 0.02% Reduce -6.0% 58,405 $1.9M
Aspetuck Financial Management LLC 1.39% No change 57,970 $1.8M
Voya Financial Advisors, Inc. 0.18% Add +6.5% 56,383 $1.8M
Ameritas Advisory Services, LLC 0.09% Reduce -28.0% 54,452 $1.7M
Osaic Holdings, Inc. 0.00% Add +54.4% 54,067 $1.7M
Citadel Advisors 0.00% New 50,363 $1.6M
Mercer Global Advisors Inc. 0.00% Reduce -38.1% 48,324 $1.5M
Private Advisor Group, LLC 0.01% Reduce -24.8% 45,259 $1.4M
Bank of Montreal 0.00% Add +0.4% 42,800 $1.4M
Wealthspire Retirement, LLC 0.09% Reduce -13.5% 41,436 $1.3M
Deutsche Bank AG 0.00% New 40,050 $1.3M
Wealthcare Advisory Partners LLC 0.03% Add +1.2% 38,194 $1.2M
Greenleaf Trust 0.01% New 37,951 $1.2M
Fulton Breakefield Broenniman LLC 0.07% Reduce -3.7% 34,617 $1.1M
Bath Savings Trust Co 0.10% Reduce -3.0% 32,072 $1.0M
Provenance Wealth Advisors, LLC 0.14% No change 31,535 $1.0M
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -9.3% 30,754 $977K
XML Financial, LLC 0.08% Reduce -5.4% 30,655 $974K
Cambridge Investment Research Advisors, Inc. 0.00% Add +2.1% 29,935 $951K
Alexander Labrunerie & Co., Inc. 0.35% Reduce -4.0% 26,274 $834K
JPMorgan Chase & Co. 0.00% Reduce -52.2% 25,649 $815K
Betterment LLC 0.00% Add +3.2% 24,739 $786K
Pure Financial Advisors, LLC 0.01% Add +64.9% 24,323 $772K
Eagle Harbor Asset Management Inc. 0.74% Reduce -13.9% 24,268 $771K
Diligent Investors, LLC 0.18% Add +0.0% 23,449 $745K
Matrix Trust Co 0.12% Add +1.2% 23,275 $739K
CGN Advisors LLC 0.07% Add +4.6% 22,898 $727K
NBT Bank, N.A. 0.05% Add +46.0% 22,216 $706K
Synovus Financial Corp. 0.01% Add +3.6% 21,986 $698K
Fifth Third Securities, Inc. 0.05% Add +9.3% 21,028 $668K
Commonwealth Equity Services, LLC 0.00% Reduce -17.9% 20,589 $654K
McAdam, LLC 0.04% Reduce -8.6% 20,111 $639K
Crestwood Advisors Group, LLC 0.01% Reduce -13.9% 19,646 $624K
Flputnam Investment Management Co. 0.01% Reduce -97.0% 19,036 $605K
NewEdge Advisors, LLC 0.00% Reduce -5.8% 18,584 $590K
Sharper & Granite LLC 0.22% Add +12.8% 18,075 $579K
Cornerstone Financial Group, LLC 0.49% Add +1.9% 18,194 $578K
MML Investors Services, LLC 0.00% Reduce -13.1% 17,880 $568K
Rockefeller Capital Management L.P. 0.00% Add +22.1% 17,789 $565K
Sequent Planning LLC 0.18% Add +35.1% 17,639 $560K
Sowell Financial Services LLC 0.02% Add +4.3% 16,010 $508K
Euro Pacific Asset Management, LLC 0.08% No change 15,965 $507K
Susquehanna International Group, LLP 0.00% Add +18.7% 15,893 $505K
HRT Financial LP 0.00% New 14,747 $468K
Captrust Financial Advisors 0.00% New 14,717 $467K
GLOBALT Investments LLC / GA 0.02% Reduce -10.4% 14,306 $454K
Inscription Capital, LLC 0.06% No change 13,073 $415K
Private Trust Co. NA 0.04% Reduce -28.3% 12,701 $403K
Apollon Wealth Management, LLC 0.01% Reduce -21.6% 12,335 $392K
Wedmont Private Capital 0.02% Add +1.7% 11,780 $379K
Eclectic Associates Inc. 0.08% Add +0.2% 11,653 $370K
Kestra Advisory Services, LLC 0.00% Add +24.1% 11,650 $370K
Jones Financial Companies LLLP 0.00% Reduce -4.5% 11,185 $355K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.05% Add +14.7% 11,185 $355K
Northwestern Mutual Wealth Management Co. 0.00% Add +30.9% 10,838 $344K
Financial Insights, Inc. 0.12% Reduce -62.7% 10,640 $338K
Artemis Wealth Advisors, LLC 0.05% Add +1.7% 10,371 $329K
Parr McKnight Wealth Management Group, LLC 0.04% No change 10,000 $318K
FORM Wealth Advisors, LLC 0.04% Add +1.4% 9,825 $312K
US Bancorp \de 0.00% Add +6.3% 9,683 $308K
Comerica Bank 0.00% Reduce -5.1% 9,455 $300K
TD Capital Management LLC 0.03% Add +0.2% 9,104 $289K
Destination Wealth Management 0.01% Add +11.6% 8,507 $270K

"% 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 169 holders