
SPDR ICE Preferred Securities is an exchange-traded fund on ARCA. As of Q3 2025, 161 institutional investors hold shares in this ETF, with total holdings valued at $444.9M. WELLS FARGO & COMPANY/MN is the largest holder with a position valued at $59.5M.
Overview of institutional ownership in PSK as of Q3 2025
Institutions with the largest positions in PSK as of Q3 2025
| Institution | Position Value |
|---|---|
WELLS FARGO & COMPANY/MN Institution | $59.5M 0.01% of portfolio |
MORGAN STANLEY RIA/Wealth | $42.0M 0.00% of portfolio |
Bank of New York Mellon Corp Institution | $35.5M 0.01% of portfolio |
R ROYAL BANK OF CANADA Institution | $29.6M 0.01% of portfolio |
$25.8M 31.94% of portfolio | |
CNO Financial Group, Inc. Institution | $23.1M 15.37% of portfolio |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $19.7M 0.01% of portfolio |
PARK AVENUE SECURITIES LLC RIA/Wealth | $17.5M 0.15% of portfolio |
L LPL Financial LLC Institution | $15.4M 0.00% of portfolio |
Sage Advisory Services, Ltd.Co. Long Only Manager | $12.0M 6.51% of portfolio |
Institutional buying and selling activity for PSK in Q3 2025
| Institution | Net Bought |
|---|---|
MORGAN STANLEY RIA/Wealth | +$3.4M +102.0K shares |
E Elevation Capital Advisory, LLC RIA/Wealth | +$2.5M +75.7K shares |
PARK AVENUE SECURITIES LLC RIA/Wealth | +$2.1M +64.7K shares |
WELLS FARGO & COMPANY/MN Institution | +$1.9M +56.6K shares |
Sage Advisory Services, Ltd.Co. Long Only Manager | +$1.0M +31.0K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$967.9K +29.3K shares |
BANK OF AMERICA CORP /DE/ Institution | +$837.3K +25.3K shares |
Rosenberg Matthew Hamilton RIA/Wealth | +$654.8K +19.8K shares |
BB&T CORP Institution | +$484.8K +14.7K shares |
L Long Run Wealth Advisors, LLC RIA/Wealth | +$469.7K +14.2K shares |
| Institution | Net Sold |
|---|---|
Kingstone Capital Partners Texas, LLC RIA/Wealth | −$38.2M −1.2M shares |
A Atlas Private Wealth Advisors RIA/Wealth | −$10.6M −321.8K shares |
Shilanski & Associates, Inc. RIA/Wealth | −$4.6M −146.1K shares |
C Crews Bank & Trust Institution | −$3.5M −104.8K shares |
ZACKS INVESTMENT MANAGEMENT RIA/Wealth | −$3.4M −108.4K shares |
−$2.0M −59.5K shares | |
Barry Investment Advisors, LLC RIA/Wealth | −$1.6M −48.1K shares |
R ROYAL BANK OF CANADA Institution | −$1.3M −38.7K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$1.3M −38.5K shares |
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | −$1.1M −34.7K shares |
Institutions that initiated new positions or completely exited PSK in Q3 2025
| Institution | Position Value |
|---|---|
Camarda Wealth Advisory Group, LLLP RIA/Wealth | $445.0K 13.5K shares |
Crumly & Associates Inc. RIA/Wealth | $243.7K 7.4K shares |
V von Borstel & Associates, Inc. RIA/Wealth | $215.0K 6.5K shares |
J.Safra Asset Management Corp Fund of Funds | $18.3K 554.0 shares |
Triumph Capital Management RIA/Wealth | $15.3K 464.0 shares |
E EverSource Wealth Advisors, LLC RIA/Wealth | $9.3K 280.0 shares |
Westfuller Advisors, LLC RIA/Wealth | $1.4K 41.0 shares |
| Institution | Previous Position |
|---|---|
Kingstone Capital Partners Texas, LLC RIA/Wealth | $38.2M 1.2M shares |
Shilanski & Associates, Inc. RIA/Wealth | $4.6M 146.1K shares |
ZACKS INVESTMENT MANAGEMENT RIA/Wealth | $3.4M 108.4K shares |
D Diligent Investors, LLC RIA/Wealth | $744.7K 23.4K shares |
H HRT FINANCIAL LLC Institution | $468.4K 14.7K shares |
CAPTRUST FINANCIAL ADVISORS RIA/Wealth | $467.4K 14.7K shares |
Apollon Wealth Management, LLC RIA/Wealth | $391.8K 12.3K shares |
Destination Wealth Management RIA/Wealth | $270.2K 8.5K shares |
HighTower Advisors, LLC RIA/Wealth | $221.3K 7.0K shares |
FRANKLIN RESOURCES INC Institution | $142.6K 4.5K shares |
Institutions with the largest Call and Put options positions in PSK as of Q3 2025
| Institution | Position Value |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | - - contracts |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with PSK as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
31.94% $25.8M | |
CNO Financial Group, Inc. Institution | 15.37% $23.1M |
Sage Advisory Services, Ltd.Co. Long Only Manager | 6.51% $12.0M |
L Long Run Wealth Advisors, LLC RIA/Wealth | 1.40% $7.1M |
A Aspetuck Financial Management LLC RIA/Wealth | 1.31% $1.9M |
Twelve Points Wealth Management LLC RIA/Wealth | 1.26% $5.0M |
E Elevation Capital Advisory, LLC RIA/Wealth | 1.00% $2.5M |
C Crews Bank & Trust Institution | 0.88% $6.0M |
Shulman DeMeo Asset Management LLC RIA/Wealth | 0.85% $3.7M |
FDx Advisors, Inc. Long Only Manager | 0.68% $2.0M |
Discover hedge funds investing in PSK


| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $3.7B | 16.23% | |
ETF ETF | $612.1M | 2.65% | |
Semiconductors Technology | $534.2M | 2.32% |
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