PSK Institutional Ownership & Shareholders
SPDR ICE PREFERRED SECURITIE (PSK) is currently held by 140 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $366.49M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Wells Fargo & Company/Mn is currently the largest disclosed institutional shareholder of PSK tracked by InsiderSet, reporting ownership valued at approximately $43.66M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $39.63M, representing an estimated loss of -9.24% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% of the total disclosed PSK value among the investors covered in this analysis. Major shareholders include Wells Fargo & Company/Mn, Morgan Stanley, Royal Bank Of Canada, and several other long-term asset managers with concentrated positions in SPDR ICE PREFERRED SECURITIE (PSK).
This page ranks the largest institutional PSK shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
140
Total Reported Value
$366.49M
Largest Holder
Wells Fargo & Company/Mn
Largest Position
$43.66M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
35
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | 0.01% | 1,430,073 | $43,660,119 | $39,627,323 | -$4,032,796 | -9.24% | |
| Morgan Stanley | 0.00% | 1,120,402 | $34,205,910 | $31,046,339 | -$3,159,571 | -9.24% | |
| Royal Bank Of Canada | 0.01% | 997,077 | $30,441,000 | $27,629,004 | -$2,811,996 | -9.24% | |
| Bank Of New York Mellon Corp | 0.00% | 803,593 | $24,533,708 | $22,267,562 | -$2,266,146 | -9.24% | |
| State Of Wisconsin - Board Of Commissioners Of Public Lands | 12.98% | 780,643 | $22,123,423 | $21,631,618 | -$491,805 | -2.22% | |
| Cno Financial Group, Inc. | 12.59% | 700,000 | $21,371,000 | $19,397,000 | -$1,974,000 | -9.24% | |
| Envestnet Asset Management Inc | 0.00% | 624,490 | $19,065,672 | $17,304,618 | -$1,761,054 | -9.24% | |
| Raymond James Financial Inc | 0.00% | 433,914 | $13,247,409 | $12,023,757 | -$1,223,652 | -9.24% | |
| Lpl Financial Llc | 0.00% | 416,658 | $12,720,583 | $11,545,593 | -$1,174,990 | -9.24% | |
| Sage Advisory Services, Ltd.Co. | 5.45% | 357,196 | $10,123,000 | $9,897,901 | -$225,099 | -2.22% | |
| Ubs Group Ag | 0.00% | 265,320 | $8,100,220 | $7,352,017 | -$748,203 | -9.24% | |
| Bank Of America Corp | 0.00% | 257,022 | $7,846,876 | $7,122,080 | -$724,796 | -9.24% | |
| Lido Advisors, Llc | 0.03% | 275,944 | $7,820,270 | $7,646,408 | -$173,862 | -2.22% | |
| United Asset Strategies, Inc. | 0.53% | 271,946 | $7,706,950 | $7,535,624 | -$171,326 | -2.22% | |
| Checchi Capital Advisers, Llc | 0.34% | 174,253 | $5,319,944 | $4,828,551 | -$491,393 | -9.24% | |
| Truist Financial Corp | 0.01% | 183,412 | $5,197,899 | $5,082,347 | -$115,552 | -2.22% | |
| Cetera Investment Advisers | 0.00% | 141,343 | $4,315,179 | $3,916,615 | -$398,564 | -9.24% | |
| Crews Bank & Trust | 0.55% | 138,140 | $4,217,414 | $3,827,859 | -$389,555 | -9.24% | |
| &Partners | 0.02% | 131,391 | $4,011,371 | $3,640,845 | -$370,526 | -9.24% | |
| Rosenberg Matthew Hamilton | 0.72% | 141,339 | $4,005,552 | $3,916,504 | -$89,048 | -2.22% | |
| Ameritas Advisory Services, Llc | 0.08% | 122,711 | $3,746,367 | $3,400,322 | -$346,045 | -9.24% | |
| Sound Income Strategies, Llc | 0.17% | 132,248 | $3,720,147 | $3,664,592 | -$55,555 | -1.49% | |
| Pnc Financial Services Group, Inc. | 0.00% | 116,605 | $3,559,957 | $3,231,125 | -$328,832 | -9.24% | |
| Midwest Trust Co | 0.04% | 120,789 | $3,423,160 | $3,347,063 | -$76,097 | -2.22% | |
| Allworth Financial Lp | 0.01% | 111,472 | $3,403,256 | $3,088,889 | -$314,367 | -9.24% | |
| Charles Schwab Investment Management Inc | 0.00% | 93,171 | $2,844,511 | $2,581,768 | -$262,743 | -9.24% | |
| Shulman Demeo Asset Management Llc | 0.56% | 99,834 | $2,822,312 | $2,766,400 | -$55,912 | -1.98% | |
| Ameriprise Financial Inc | 0.00% | 79,494 | $2,426,965 | $2,202,779 | -$224,186 | -9.24% | |
| St Germain D J Co Inc | 0.09% | 78,175 | $2,386,683 | $2,166,229 | -$220,454 | -9.24% | |
| Investors Research Corp | 0.37% | 73,992 | $2,096,933 | $2,050,318 | -$46,615 | -2.22% | |
| Voya Financial Advisors, Inc. | 0.18% | 67,137 | $2,054,392 | $1,860,366 | -$194,026 | -9.44% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 66,971 | $1,883,903 | $1,855,766 | -$28,137 | -1.49% | |
| Orion Porfolio Solutions, Llc | 0.01% | 53,187 | $1,623,796 | $1,473,812 | -$149,984 | -9.24% | |
| Aspetuck Financial Management Llc | 1.00% | 55,375 | $1,569,328 | $1,534,441 | -$34,887 | -2.22% | |
| Deutsche Bank Ag\ | 0.00% | 48,275 | $1,473,836 | $1,337,700 | -$136,136 | -9.24% | |
| Jpmorgan Chase & Co | 0.00% | 48,155 | $1,473,571 | $1,334,375 | -$139,196 | -9.45% | |
| Crestwood Advisors Group, Llc | 0.02% | 50,729 | $1,437,660 | $1,405,701 | -$31,959 | -2.22% | |
| Fdx Advisors, Inc. | 0.42% | 45,286 | $1,383,000 | $1,254,875 | -$128,125 | -9.26% | |
| Rockefeller Capital Management L.P. | 0.00% | 44,396 | $1,355,410 | $1,230,213 | -$125,197 | -9.24% | |
| Osaic Holdings, Inc. | 0.00% | 41,597 | $1,269,999 | $1,152,653 | -$117,346 | -9.24% | |
| Wealthspire Retirement, Llc | 0.07% | 41,389 | $1,263,618 | $1,146,889 | -$116,729 | -9.24% | |
| Private Advisor Group, Llc | 0.01% | 38,473 | $1,174,584 | $1,066,087 | -$108,497 | -9.24% | |
| Nbt Bank N A | 0.08% | 40,826 | $1,157,009 | $1,131,288 | -$25,721 | -2.22% | |
| Bank Of Montreal | 0.00% | 36,789 | $1,123,175 | $1,019,423 | -$103,752 | -9.24% | |
| Wealthcare Advisory Partners Llc | 0.02% | 39,217 | $1,111,413 | $1,086,703 | -$24,710 | -2.22% | |
| Breachway Investments Llc | 1.69% | 38,472 | $1,090,296 | $1,066,059 | -$24,237 | -2.22% | |
| Financial Insights, Inc. | 0.25% | 35,356 | $1,001,989 | $979,715 | -$22,274 | -2.22% | |
| Provenance Wealth Advisors, Llc | 0.05% | 31,535 | $893,702 | $873,835 | -$19,867 | -2.22% | |
| Strategic Financial Concepts, Llc | 0.26% | 28,368 | $866,076 | $786,077 | -$79,999 | -9.24% | |
| Foundations Investment Advisors, Llc | 0.01% | 27,962 | $853,681 | $774,827 | -$78,854 | -9.24% |
Frequently asked questions about PSK
Who are the largest institutional holders of PSK?
The largest institutional holders of PSK reported in the latest SEC Form 13F filings include Wells Fargo & Company/Mn, Morgan Stanley, Royal Bank Of Canada, Bank Of New York Mellon Corp, and State Of Wisconsin - Board Of Commissioners Of Public Lands. InsiderSet ranks institutional holders by their latest reported PSK position.
What is PSK institutional ownership?
This page tracks PSK positions reported by institutional investment managers through SEC Form 13F. SPDR ICE PREFERRED SECURITIE (PSK) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PSK?
InsiderSet currently tracks 140 institutional managers reporting PSK holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PSK shareholders.
How much PSK stock do institutions own?
Institutional investment managers disclosed approximately $366.49M in PSK holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PSK institutional ownership last updated?
The latest PSK institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PSK holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PSK position after the reporting date.
Are institutions buying or selling PSK?
Institutional buying and selling can be analyzed by comparing PSK positions across consecutive 13F reporting periods. InsiderSet's PSK Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PSK ownership changes.
How has PSK institutional ownership changed over time?
InsiderSet tracks PSK institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.