PSK institutional holders

State Street SPDR ICE Preferred Securities ETF · 163 reporting institutions · $384.7M reported value

Funds that can replace PSK · PSK return decomposition

Institutional holdings

Institutions reporting PSK, largest first
InstitutionReported positionAdvisors at firmReport period
Wells Fargo & Company/mn$43.7M02026-06-30
Morgan Stanley$34.2M23,1852026-06-30
Royal Bank of Canada$30.4M02026-06-30
Bank of New York Mellon Corp$24.5M02026-06-30
State of Wisconsin - Board of Commissioners of Public Lands$23.8M02026-06-30
Cno Financial Group, Inc.$21.4M02026-06-30
Envestnet Pmc$19.1M602026-06-30
Raymond James Financial Inc$13.2M02026-06-30
Lpl Financial LLC$12.7M23,4582026-06-30
Sage Advisory Services, Ltd.co.$11.4M02026-06-30
Lido Advisors, LLC$8.1M3202026-06-30
UBS Group AG$8.1M02026-06-30
Bank of America Corp /de$7.8M02026-06-30
United Asset Strategies, Inc.$7.7M252026-06-30
Long Run Wealth Advisors, LLC$7.3M02025-12-31
Truist Financial Corp$5.4M02026-06-30
Checchi Capital Advisers, LLC$5.3M82026-06-30
Twelve Points Wealth Management LLC$5M202026-06-30
Cetera Investment Advisers$4.3M10,3702026-06-30
Crews Bank & Trust$4.2M02026-06-30
Sound Income Strategies, LLC$4.1M1182026-06-30
&partners$4M5552026-06-30
Ameritas Advisory Services, LLC$3.7M5502026-06-30
PNC Financial Services Group, Inc.$3.6M02026-06-30
Rosenberg Matthew Hamilton$3.5M42026-06-30
Allworth Financial, LP$3.4M3172026-06-30
Midwest Trust Co$3.4M02026-06-30
Shulman Demeo Asset Management, LLC$3.2M42026-06-30
Charles Schwab Investment Management Inc$2.8M372026-06-30
Wealth Enhancement Advisory Services, LLC$2.6M1,0262026-06-30
Irc Wealth$2.6M72026-06-30
Ameriprise Financial Inc$2.4M02026-06-30
St Germain D J Co Inc$2.4M02026-06-30
Voya Financial Advisors, Inc.$2.1M7412026-06-30
Aspetuck Financial Management LLC$1.7M12026-06-30
Orion Porfolio Solutions, LLC$1.6M1992026-06-30
Crestwood Advisors Group, LLC$1.5M402026-06-30
Deutsche Bank AG$1.5M02026-06-30
Jpmorgan Chase & Co$1.5M02026-06-30
Rockefeller Capital Management LP$1.4M3462026-06-30
Osaic Holdings, Inc.$1.3M02026-06-30
Wealthspire Retirement, LLC$1.3M1462026-06-30
Private Advisor Group, LLC$1.2M9272026-06-30
Wealthcare Advisory Partners LLC$1.2M1702026-06-30
Bank of Montreal /can$1.1M02026-06-30
Financial Insights Wealth Management$1.1M82026-06-30
Eagle Harbor Asset Management Inc /adv$1M02026-06-30
Provenance Wealth Advisors$962.8K182026-06-30
Strategic Financial Concepts, LLC$866.1K402026-06-30
Breachway Investments LLC$854.1K12026-06-30
Foundations Investment Advisors, LLC$853.7K3022026-06-30
Xml Financial, LLC$822.5K282026-06-30
Walser Wealth Management Company, A Ltd Liability Co$808.8K132026-06-30
Newedge Advisors$807.2K6012026-06-30
Synovus Financial Corp$724K02025-09-30
Fifth Third Securities, Inc.$693.7K1,0142026-06-30
Fulton Breakefield Broenniman LLC$689.8K112026-06-30
Greenberg Financial Group$675K62025-12-31
Nbt Bank, N.A.$669.1K02026-06-30
Cornerstone Financial Group, LLC /ne$632.9K52026-06-30
MML Investors Services, LLC$572.5K5,1202026-06-30
Pure Financial Advisors, LLC$530.5K882026-06-30
Cwm, LLC$525.5K6672026-03-31
Laurel Oak Wealth Management, LLC$508.9K142026-06-30
Atlas Private Wealth Advisors$474.2K192026-06-30
US Bancorp$457.4K02026-06-30
Camarda Financial Advisors, LLC$448.9K112026-06-30
Cgn Advisors LLC$441.7K362026-06-30
Hilton Capital Management, LLC$423.1K72026-06-30
Sequent Planning LLC$422.8K1002026-06-30
Fifth Third Bancorp$421.1K02026-06-30
Comerica Bank$412.4K02025-12-31
Jones Financial Companies LLLP$391.4K02026-06-30
Inscription Capital, LLC$384.5K122026-06-30
Wedmont Private Capital$383.2K122026-06-30
Mariner, LLC$382.7K02026-06-30
Wealthpoint Advisors$381.7K32026-06-30
Greenleaf Trust$367.7K02026-06-30
Alexander Labrunerie & Co., Inc.$363.1K52026-06-30
Eclectic Associates Inc /adv$360.1K112026-06-30
Private Trust Co NA$349.5K02026-06-30
Artemis Wealth Advisors, LLC$337.1K22026-06-30
Plan Group Financial, LLC$335.7K182026-06-30
Jane Street Group, LLC$335.6K02026-06-30
Parr McKnight Wealth Management Group, LLC$305.3K102026-06-30
Cerity Partners LLC$287.1K7772026-06-30
Gotham Asset Management, LLC$280.2K52026-06-30
TD Capital Management LLC$279.6K82026-06-30
Creative Planning$264.5K1,1712026-06-30
Austin Private Wealth, LLC$259.9K02025-12-31
Bath Savings Trust Co$257.1K02026-06-30
Form Wealth Advisors, LLC$254K82026-06-30
Susquehanna International Group, LLP$249.3K02026-06-30
Northwestern Mutual Wealth Management Co$248.4K02026-06-30
Keybank National Association/oh$247.3K02026-06-30
Stratos Wealth Partners, Ltd.$241.7K3862026-06-30
Sharper & Granite LLC$223.2K42026-06-30
Equitable Holdings, Inc.$222.2K02026-06-30
Flputnam Investment Management Co$212.9K782026-06-30
Farther Finance Advisors, LLC$185.4K3342026-06-30
Geneos Wealth Management, Inc.$172.8K1932026-06-30
Tradewinds Capital Management, LLC$143.8K72026-06-30
International Assets Investment Management, LLC$126.8K1222026-06-30
Lowe Wealth Advisors, LLC$117K02025-09-30
Medallion Wealth Advisors, LLC$114K62026-06-30
Napier Financial$84.9K92026-06-30
Ifp Advisors, Inc$84.4K3182026-06-30
Sunbelt Securities, Inc.$70.9K632026-03-31
Strategic Wealth Partners, Ltd.$63.4K02026-06-30
Alphacore Capital LLC$61.3K692026-06-30
Duncker Streett & Co.$61.1K22026-06-30
Lanark Financial, Inc.$53.5K692026-06-30
Srh Advisors, LLC$49.5K32026-06-30
Ima Advisory Services, Inc.$48.1K482026-06-30
Thurston, Springer, Miller, Herd & Titak, Inc.$42.5K02026-06-30
Corecap Advisors, LLC$39.7K1182026-06-30
City Holding Co$35.4K02026-06-30
Steward Partners Investment Advisory, LLC$35.2K4812026-06-30
Key Financial, Inc.$34.9K82026-06-30
Rialto Wealth Management, LLC$33.2K82026-06-30
Jdm Financial Group LLC$32.5K02026-06-30
Topsail Wealth Management, LLC$26.2K42026-06-30
Cornerstone Planning Group LLC$24.2K232026-06-30
Harbour Investments, Inc.$24K2472026-06-30
Triumph Capital Management$19.6K142026-06-30
Sunrise Financial Services, LLC$17.8K32026-06-30
Arax Advisory Partners$17.2K2322026-06-30
National Bank of Canada /fi$13.7K02026-06-30
Integrated Wealth Concepts LLC$13.3K4802026-06-30
Park National Corp /oh$11.8K02026-06-30
Vermillion Wealth Management, Inc.$11.6K42026-06-30
Citigroup Inc$9.2K02026-06-30
Capital Investment Advisory Services, LLC$7.9K1032026-06-30
Mgb Wealth Management, LLC$7.2K02025-12-31
Ae Wealth Management LLC$6.9K4712026-06-30
Park Avenue Securities LLC$5.5K1,9082026-06-30
Vima LLC$5.4K122026-06-30
Ashton Thomas Private Wealth, LLC$5.2K962026-06-30
Vision Financial Markets LLC$4.7K02026-06-30
Tounjian Advisory Partners, LLC$4.6K52026-06-30
Measured Wealth Private Client Group, LLC$4.5K102026-06-30
Atlantic Union Bankshares Corp$3.8K02026-06-30
Sbi Securities Co., Ltd.$3.6K02026-06-30
Fmr LLC$3.4K02026-06-30
Aptus Capital Advisors, LLC$3.1K212026-06-30
Front Row Advisors LLC$3K72026-06-30
Key Capital Management, Inc$2.8K112026-06-30
Transamerica Financial Advisors, LLC$2.7K1,0972026-06-30
Sym Financial Corp$2.7K332026-06-30
Highland Investment Advisors LLC$2.6K102026-06-30
Costello Asset Management, Inc.$2.6K22026-06-30
The Nalls Sherbakoff Group, LLC$2.2K32026-06-30
Delta Asset Management Llc/tn$1.7K52026-06-30
Fdx Advisors, Inc.$1.4K02026-06-30
Betterment LLC$722282026-06-30
Cambridge Investment Research Advisors, Inc.$7033,9402026-03-31
Portfolio Resources Advisor Group, Inc.$397112026-06-30
Simplex Trading, LLC$39602026-06-30
Wayfinding Financial, LLC$25022026-06-30
Euro Pacific Asset Management, LLC$154102026-06-30
True Wealth Design, LLC$9272026-06-30
Westfuller Advisors, LLC$2982026-06-30
Signaturefd, LLC$22492026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30