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SPDR ICE Preferred Securities ETF (PSK) Institutional Ownership

SPDR ICE Preferred Securities ETF logo
$30.48 -0.20 (-0.65%)
As of 07/7/2026 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for SPDR ICE Preferred Securities ETF (NYSEARCA:PSK)

Number of
Institutional Buyers
(last 12 months)
82
Total
Institutional Inflows
(last 12 months)
$104.06M
Number of
Institutional Sellers
(last 12 months)
79
Total
Institutional Outflows
(last 12 months)
$76.20M
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PSK Institutional Buying and Selling by Quarter

SPDR ICE Preferred Securities ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/7/2026 CGN Advisors LLC14,469$442K0.0%-11.6%0.063%
6/26/2026WealthPoint Financial LLC10,472$323K0.3%+28.2%0.046%
6/3/2026NewEdge Advisors LLC25,790$795K0.0%+1.4%0.112%
5/19/2026NewEdge Advisors LLC21,412$660K0.0%-15.8%0.093%
5/19/2026Bank of America Corp DE259,438$8.00M0.0%+14.4%1.128%
5/19/2026Alexander Labrunerie & CO. Inc.12,359$381K0.1%-52.1%0.054%
5/19/2026Financial Insights Inc.32,095$990K0.3%+16.2%0.140%
5/18/2026Royal Bank of Canada892,921$27.54M0.0%-0.9%3.882%
5/14/2026Lido Advisors LLC270,225$8.33M0.0%-3.8%1.175%
5/13/2026Cetera Investment Advisers214,758$6.62M0.0%+90.6%0.934%
5/13/2026Wealthspire Retirement LLC40,453$1.25M0.1%+1.0%0.176%
5/8/2026PNC Financial Services Group Inc.112,901$3.48M0.0%+4.3%0.491%
5/5/2026Bank of New York Mellon Corp853,020$26.31M0.0%-19.8%3.709%
5/5/2026Checchi Capital Advisers LLC174,827$5.39M0.3%-7.9%0.760%
5/1/2026Midwest Trust Co110,928$3.42M0.0%-18.5%0.482%
5/1/2026Fifth Third Bancorp14,424$445K0.0%N/A0.063%
4/27/2026Private Advisor Group LLC47,204$1.46M0.0%+1.7%0.205%
4/27/2026Sound Income Strategies LLC136,899$4.21M0.2%-4.4%0.595%
4/21/2026Laurel Oak Wealth Management LLC18,806$580K0.1%-2.4%0.082%
4/17/2026XML Financial LLC26,984$832K0.1%-17.0%0.117%
3/17/2026Rockefeller Capital Management L.P.45,908$1.46M0.0%+164.2%0.194%
3/4/2026Pure Financial Advisors LLC24,128$765K0.0%-2.8%0.102%
3/2/2026Amicus Financial Advisors LLC7,586$240K0.1%N/A0.032%
2/19/2026WealthPoint Financial LLC8,168$259K0.2%N/A0.034%
2/18/2026Mercer Global Advisors Inc. ADV8,151$258K0.0%-40.0%0.034%
2/18/2026Wealthspire Retirement LLC40,048$1.27M0.1%+9.2%0.169%
2/18/2026Vermillion & White Wealth Management Group LLC841$27K0.0%-40.5%0.004%
2/18/2026NewEdge Advisors LLC25,431$806K0.0%+2.6%0.107%
2/18/2026Zacks Investment Management163,682$5.19M0.0%N/A0.691%
2/17/2026Cetera Investment Advisers112,681$3.57M0.0%+21.1%0.475%
2/17/2026Equitable Holdings Inc.6,749$214K0.0%-21.6%0.028%
2/17/2026Osaic Holdings Inc.43,937$1.39M0.0%-21.1%0.185%
2/17/2026&PARTNERS118,970$3.98M0.0%+1.0%0.502%
2/17/2026Royal Bank of Canada901,400$28.57M0.0%+0.8%3.803%
2/16/2026MML Investors Services LLC17,607$558K0.0%+24.5%0.074%
2/16/2026Mariner LLC31,972$1.01M0.0%-32.3%0.135%
2/13/2026Kestra Advisory Services LLC7,845$249K0.0%-14.3%0.033%
2/13/2026Charles Schwab Investment Management Inc.105,106$3.33M0.0%-4.0%0.443%
2/13/2026Wells Fargo & Company MN1,330,133$42.15M0.0%-26.0%5.612%
2/12/2026Laurel Oak Wealth Management LLC19,270$611K0.1%N/A0.081%
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2/12/2026Jane Street Group LLC7,242$229K0.0%N/A0.031%
2/12/2026HRT Financial LP12,999$411K0.0%N/A0.055%
2/12/2026Orion Porfolio Solutions LLC55,291$1.75M0.0%-2.5%0.233%
2/12/2026Commonwealth Equity Services LLC11,242$356K0.0%-30.5%0.047%
2/12/2026Wayfinding Financial LLC6,501$206K0.1%-10.3%0.027%
2/12/2026Bank of Montreal Can40,352$1.28M0.0%-4.4%0.170%
2/11/2026Cornerstone Financial Group LLC NE20,111$637K0.4%+3.7%0.085%
2/11/2026LPL Financial LLC477,119$15.12M0.0%+2.8%2.013%
2/11/2026XML Financial LLC32,526$1.03M0.1%+11.7%0.137%
2/10/2026Bank of New York Mellon Corp1,063,117$33.69M0.0%-1.0%4.486%
2/10/2026Northwestern Mutual Wealth Management Co.7,641$242K0.0%-13.3%0.032%
2/10/2026Foundations Investment Advisors LLC6,956$220K0.0%-17.8%0.029%
2/9/2026Key Financial Inc1,291$41K0.0%-20.2%0.005%
2/9/2026Flputnam Investment Management Co.8,770$278K0.0%-23.6%0.037%
2/6/2026IFP Advisors Inc2,608$83K0.0%+568.7%0.011%
2/6/2026PNC Financial Services Group Inc.108,278$3.43M0.0%-0.4%0.457%
2/6/2026Envestnet Portfolio Solutions Inc.38,366$1.22M0.0%+17.1%0.162%
2/6/2026GLOBALT Investments LLC GA13,083$415K0.0%-3.4%0.055%
2/5/2026Sequent Planning LLC12,013$381K0.1%-13.9%0.051%
2/5/2026Atlas Private Wealth Advisors38,387$1.22M0.3%-19.3%0.162%
2/4/2026Ameritas Advisory Services LLC60,238$1.91M0.1%+63,308.4%0.254%
2/4/2026Pure Financial Advisors LLC24,128$765K0.0%-2.8%0.102%
2/4/2026Midwest Trust Co136,052$4.31M0.1%-12.8%0.574%
2/3/2026International Assets Investment Management LLC4,185$133K0.0%N/A0.018%
2/3/2026Crestwood Advisors Group LLC12,929$410K0.0%-32.1%0.055%
2/3/2026RFG Advisory LLC31,180$988K0.0%N/A0.132%
2/3/2026MMA Asset Management LLC9,912$314K0.1%N/A0.042%
2/2/2026Truist Financial Corp178,507$5.66M0.0%-21.0%0.753%
2/2/2026Long Run Wealth Advisors LLC229,950$7.29M1.4%+6.8%0.970%
2/2/2026Cornerstone Planning Group LLC771$25K0.0%+1,001.4%0.003%
1/29/2026Comerica Bank13,013$412K0.0%+3.8%0.054%
1/29/2026ST Germain D J Co. Inc.82,199$2.61M0.1%-58.3%0.342%
1/29/2026UBS Group AG650,656$20.62M0.0%+142.9%2.705%
1/28/2026Sage Advisory Services Ltd.Co.345,547$10.95M6.0%-4.7%1.437%
1/28/2026FORM Wealth Advisors LLC8,085$256K0.0%N/A0.034%
1/27/2026Breachway Investments LLC23,691$751K0.8%N/A0.099%
1/27/2026Checchi Capital Advisers LLC189,721$6.01M0.3%N/A0.789%
1/27/2026Sharper & Granite LLC13,530$429K0.2%-10.2%0.056%
1/26/2026Private Trust Co. NA13,270$421K0.0%+4.5%0.055%
1/26/2026CWM LLC5,979$189K0.0%+218.7%0.025%
1/23/2026Fifth Third Securities Inc.20,877$662K0.0%-5.5%0.087%
1/23/2026Twelve Points Wealth Management LLC115,440$3.71M0.8%-24.1%0.480%
1/22/2026City Holding Co.1,161$37K0.0%N/A0.005%
1/22/2026Greenberg Financial Group21,300$675K0.3%N/A0.089%
1/21/2026Fulton Breakefield Broenniman LLC25,562$810K0.1%-17.0%0.106%
1/21/2026Crews Bank & Trust138,280$4.38M0.6%-24.0%0.575%
1/21/2026Sound Income Strategies LLC143,269$4.64M0.2%-4.9%0.596%
1/20/2026Austin Private Wealth LLC8,201$260K0.0%+16.1%0.034%
1/20/2026Stratos Wealth Partners LTD.7,843$249K0.0%+13.9%0.033%
1/20/2026Thurston Springer Miller Herd & Titak Inc.1,789$57K0.0%+287.2%0.007%
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1/14/2026Shulman DeMeo Asset Management LLC110,271$3.49M0.8%-1.2%0.457%
1/14/2026Wealthcare Advisory Partners LLC40,262$1.28M0.0%-2.5%0.167%
1/14/2026Tradewinds Capital Management LLC5,785$183K0.0%-13.6%0.024%
1/12/2026Bath Savings Trust Co20,137$638K0.1%-35.6%0.083%
1/8/2026Wealth Enhancement Advisory Services LLC86,564$2.77M0.0%+3.5%0.356%
1/6/2026Investors Research Corp90,729$2.88M0.5%-2.0%0.370%
1/5/2026Park Avenue Securities LLC481,133$15.25M0.1%-9.0%1.960%
1/5/2026 CGN Advisors LLC22,582$716K0.1%+3.1%0.092%
1/5/2026Rosenberg Matthew Hamilton95,167$3.02M0.6%+19.3%0.388%
1/1/2026JPMorgan Chase & Co.24,110$797K0.0%-6.0%0.097%


PSK Institutional Ownership - Frequently Asked Questions

During the previous two years, 167 institutional investors and hedge funds held shares of SPDR ICE Preferred Securities ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($42.15M), Kingstone Capital Partners Texas LLC ($40.72M), Royal Bank of Canada ($27.54M), Bank of New York Mellon Corp ($26.31M), State of Wisconsin Board of Commissioners of Public Lands ($25.82M), CNO Financial Group Inc. ($22.67M), and UBS Group AG ($20.62M).Learn more on SPDR ICE Preferred Securities ETF's institutional investors.

Of the 140 institutional investors that purchased SPDR ICE Preferred Securities ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kingstone Capital Partners Texas LLC ($1.20M), CNO Financial Group Inc. ($700K), Bank of New York Mellon Corp ($651.67K), Raymond James Financial Inc. ($568.51K), Atlas Private Wealth Advisors ($391.70K), UBS Group AG ($382.78K), and Sage Advisory Services Ltd.Co. ($297.99K).

Institutional investors have bought a total of 3,269,426 shares in the last 24 months. This purchase volume represents approximately $104.06M in transactions.

Of the 79 institutional investors that sold SPDR ICE Preferred Securities ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wells Fargo & Company MN ($468.55K), Atlas Private Wealth Advisors ($338.04K), Bank of New York Mellon Corp ($236.39K), ST Germain D J Co. Inc. ($195.94K), Crews Bank & Trust ($155.32K), Barry Investment Advisors LLC ($141.72K), and Truist Financial Corp ($109.49K).

Institutional investors have sold a total of 2,379,763 shares in the last 24 months. This volume of shares sold represents approximately $76.20M in transactions.



This page (NYSEARCA:PSK) was last updated on 7/8/2026 by MarketBeat.com Staff.
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