PSK Institutional Ownership
State Street SPDR ICE Preferred Securities ETF
1W: -0.9%
1M: -3.6%
3M: -7.6%
YTD: -10.4%
1Y: -13.0%
3Y: +1.9%
5Y: -14.7%
$28.36
-0.07 (-0.25%)
Weekly Expected Move ±0.9%
$28
$28
$28
$29
$29
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — PSK
178
Institutional Holders
-5 vs prior quarter
0.0%
Ownership
+0.00pp
386M
Total Invested
18
New Positions
54
Increased
74
Reduced
22
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (198 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 1,430,073 | $41M | +51,296 | +3.7% | 67Q | SEC ↗ |
| 2 | MORGAN STANLEY | 1,120,402 | $32M | +54,897 | +5.2% | 60Q | SEC ↗ |
| 3 | ROYAL BANK OF CANADA | 997,077 | $28M | +104,156 | +11.7% | 66Q | SEC ↗ |
| 4 | Bank of New York Mellon Corp | 803,593 | $23M | -49,427 | -5.8% | 9Q | SEC ↗ |
| 5 | State of Wisconsin - Board of Commissi | 780,643 | $22M | — | +0.0% | 14Q | SEC ↗ |
| 6 | CNO Financial Group, Inc. | 700,000 | $20M | — | +0.0% | 6Q | SEC ↗ |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 624,490 | $18M | +22,976 | +3.8% | 36Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 433,914 | $12M | +35,095 | +8.8% | 7Q | SEC ↗ |
| 9 | LPL Financial LLC | 416,658 | $12M | -27,799 | -6.3% | 53Q | SEC ↗ |
| 10 | Sage Advisory Services, Ltd.Co. | 372,859 | $11M | +27,362 | +7.9% | 26Q | SEC ↗ |
| 11 | Lido Advisors, LLC | 266,836 | $8M | -3,389 | -1.3% | 30Q | SEC ↗ |
| 12 | UBS Group AG | 265,320 | $8M | +8,597 | +3.3% | 47Q | SEC ↗ |
| 13 | BANK OF AMERICA CORP /DE | 257,022 | $7M | -2,416 | -0.9% | 15Q | SEC ↗ |
| 14 | United Asset Strategies, Inc. NEW | 250,574 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 15 | PARK AVENUE SECURITIES LLC | 181,522 | $5M | -31,656 | -14.8% | 17Q | SEC ↗ |
| 16 | TRUIST FINANCIAL CORP | 176,067 | $5M | +3,684 | +2.1% | 27Q | SEC ↗ |
| 17 | Checchi Capital Advisers, LLC | 174,253 | $5M | -574 | -0.3% | 3Q | SEC ↗ |
| 18 | Twelve Points Wealth Management LLC | 164,235 | $5M | +30,724 | +23.0% | 19Q | SEC ↗ |
| 19 | Cetera Investment Advisers | 141,343 | $4M | -73,415 | -34.2% | 10Q | SEC ↗ |
| 20 | Crews Bank & Trust | 138,140 | $4M | +90 | +0.1% | 7Q | SEC ↗ |
| 21 | Sound Income Strategies, LLC | 134,336 | $4M | -2,563 | -1.9% | 35Q | SEC ↗ |
| 22 | &PARTNERS | 131,391 | $4M | +1,210 | +0.9% | 8Q | SEC ↗ |
| 23 | Ameritas Advisory Services, LLC | 122,711 | $3M | +61,286 | +99.8% | 12Q | SEC ↗ |
| 24 | PNC Financial Services Group, Inc. | 116,605 | $3M | +3,704 | +3.3% | 15Q | SEC ↗ |
| 25 | Rosenberg Matthew Hamilton | 114,610 | $3M | +12,305 | +12.0% | 25Q | SEC ↗ |
| 26 | Allworth Financial LP | 111,472 | $3M | -8,463 | -7.1% | 33Q | SEC ↗ |
| 27 | Midwest Trust Co | 110,380 | $3M | -548 | -0.5% | 5Q | SEC ↗ |
| 28 | Shulman DeMeo Asset Management LLC | 105,421 | $3M | -355 | -0.3% | 19Q | SEC ↗ |
| 29 | Sixth Street Partners Management Compa NEW | 93,171 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 30 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 93,171 | $3M | -5,104 | -5.2% | 9Q | SEC ↗ |
| 31 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 86,975 | $2M | +773 | +0.9% | 7Q | SEC ↗ |
| 32 | Investors Research Corp | 84,470 | $2M | -4,372 | -4.9% | 29Q | SEC ↗ |
| 33 | AMERIPRISE FINANCIAL INC | 79,494 | $2M | -828 | -1.0% | 16Q | SEC ↗ |
| 34 | ST GERMAIN D J CO INC | 78,175 | $2M | -2,250 | -2.8% | 13Q | SEC ↗ |
| 35 | Voya Financial Advisors, Inc. | 67,137 | $2M | +11,307 | +20.3% | 9Q | SEC ↗ |
| 36 | Aspetuck Financial Management LLC | 55,905 | $2M | -60 | -0.1% | 7Q | SEC ↗ |
| 37 | Orion Porfolio Solutions, LLC | 53,187 | $2M | -387 | -0.7% | 14Q | SEC ↗ |
| 38 | Crestwood Advisors Group, LLC | 50,729 | $1M | — | +0.0% | 12Q | SEC ↗ |
| 39 | DEUTSCHE BANK AG | 48,275 | $1M | — | +0.0% | 5Q | SEC ↗ |
| 40 | JPMORGAN CHASE & CO | 48,155 | $1M | +11,091 | +29.9% | 14Q | SEC ↗ |
| 41 | FDx Advisors, Inc. | 45,286 | $1M | -6,705 | -12.9% | 2Q | SEC ↗ |
| 42 | Rockefeller Capital Management L.P. | 44,396 | $1M | -914 | -2.0% | 8Q | SEC ↗ |
| 43 | OSAIC HOLDINGS, INC. | 41,597 | $1M | +1,503 | +3.7% | 26Q | SEC ↗ |
| 44 | Wealthspire Retirement, LLC | 41,389 | $1M | +936 | +2.3% | 27Q | SEC ↗ |
| 45 | Private Advisor Group, LLC | 38,473 | $1M | -8,731 | -18.5% | 30Q | SEC ↗ |
| 46 | Wealthcare Advisory Partners LLC | 37,743 | $1M | -2,520 | -6.3% | 27Q | SEC ↗ |
| 47 | BANK OF MONTREAL /CAN | 36,789 | $1M | -2,718 | -6.9% | 53Q | SEC ↗ |
| 48 | Financial Insights, Inc. | 34,845 | $988K | +2,750 | +8.6% | 30Q | SEC ↗ |
| 49 | EAGLE HARBOR ASSET MANAGEMENT INC /ADV | 33,027 | $937K | -4,943 | -13.0% | 12Q | SEC ↗ |
| 50 | Provenance Wealth Advisors, LLC | 31,535 | $894K | — | +0.0% | 12Q | SEC ↗ |
Recent Activity
New Positions (18)
| Holder | Shares | Value |
|---|---|---|
| United Asset Strategies, Inc. | 250,574 | $7M |
| Sixth Street Partners Management Co | 93,171 | $3M |
| Walser Wealth Management Company, A | 26,493 | $751K |
| Hilton Capital Management, LLC | 13,860 | $393K |
| Plan Group Financial, LLC | 10,996 | $312K |
| JANE STREET GROUP, LLC | 10,993 | $312K |
| IMA Advisory Services, Inc. | 1,574 | $45K |
| HARBOUR INVESTMENTS, INC. | 787 | $22K |
| Sunrise Financial Services, LLC | 584 | $17K |
| Integrated Wealth Concepts LLC | 438 | $12K |
| VIMA LLC | 178 | $5K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 150 | $4K |
| Atlantic Union Bankshares Corp | 124 | $4K |
| FMR LLC | 110 | $3K |
| SYM FINANCIAL Corp | 89 | $3K |
| Highland Investment Advisors LLC | 85 | $2K |
| SIMPLEX TRADING, LLC | 13 | $0K |
| True Wealth Design, LLC | 3 | $0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ZACKS INVESTMENT MANAGEMENT | 163,682 | $5M |
| Envestnet Portfolio Solutions, Inc. | 38,366 | $1M |
| RFG Advisory, LLC | 31,180 | $884K |
| McAdam, LLC | 15,567 | $441K |
| HRT FINANCIAL LP | 12,999 | $369K |
| MMA ASSET MANAGEMENT LLC | 9,912 | $281K |
| JOHNSON INVESTMENT COUNSEL INC | 7,838 | $222K |
| Kestra Advisory Services, LLC | 7,637 | $217K |
| COMMONWEALTH EQUITY SERVICES, LLC | 7,637 | $217K |
| Amicus Financial Advisors, LLC | 7,574 | $215K |
| DAVENPORT & Co LLC | 7,517 | $213K |
| HF Advisory Group, LLC | 7,493 | $213K |
| WEDBUSH SECURITIES INC | 7,369 | $209K |
| Crumly & Associates Inc. | 7,368 | $209K |
| CITADEL ADVISORS LLC | 7,005 | $199K |
| Independent Advisor Alliance | 6,646 | $188K |
| Prospera Financial Services Inc | 6,626 | $188K |
| HighTower Advisors, LLC | 6,606 | $187K |
| MAI Capital Management | 4,399 | $125K |
| Parallel Advisors, LLC | 2,771 | $79K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ROYAL BANK OF CANADA | +104,156 | +11.7% | 997,077 |
| Ameritas Advisory Services, LLC | +61,286 | +99.8% | 122,711 |
| MORGAN STANLEY | +54,897 | +5.2% | 1,120,402 |
| WELLS FARGO & COMPANY/MN | +51,296 | +3.7% | 1,430,073 |
| RAYMOND JAMES FINANCIAL INC | +35,095 | +8.8% | 433,914 |
| Twelve Points Wealth Management LLC | +30,724 | +23.0% | 164,235 |
| Sage Advisory Services, Ltd.Co. | +27,362 | +7.9% | 372,859 |
| ENVESTNET ASSET MANAGEMENT INC | +22,976 | +3.8% | 624,490 |
| Foundations Investment Advisors, LL | +20,307 | +265.3% | 27,962 |
| Rosenberg Matthew Hamilton | +12,305 | +12.0% | 114,610 |
| Voya Financial Advisors, Inc. | +11,307 | +20.3% | 67,137 |
| JPMORGAN CHASE & CO | +11,091 | +29.9% | 48,155 |
| CWM, LLC | +11,060 | +185.0% | 17,039 |
| UBS Group AG | +8,597 | +3.3% | 265,320 |
| JONES FINANCIAL COMPANIES LLLP | +4,427 | +52.6% | 12,842 |
| Breachway Investments LLC | +4,234 | +17.8% | 27,975 |
| PNC Financial Services Group, Inc. | +3,704 | +3.3% | 116,605 |
| TRUIST FINANCIAL CORP | +3,684 | +2.1% | 176,067 |
| Financial Insights, Inc. | +2,750 | +8.6% | 34,845 |
| WealthPoint Financial, LLC | +2,032 | +19.4% | 12,504 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Cetera Investment Advisers | -73,415 | -34.2% | 141,343 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -61,961 | -88.4% | 8,166 |
| Bank of New York Mellon Corp | -49,427 | -5.8% | 803,593 |
| PARK AVENUE SECURITIES LLC | -31,656 | -14.8% | 181,522 |
| LPL Financial LLC | -27,799 | -6.3% | 416,658 |
| GREENLEAF TRUST | -16,712 | -58.1% | 12,044 |
| Bath Savings Trust Co | -11,540 | -57.8% | 8,422 |
| Mariner, LLC | -9,673 | -43.6% | 12,535 |
| Private Advisor Group, LLC | -8,731 | -18.5% | 38,473 |
| Allworth Financial LP | -8,463 | -7.1% | 111,472 |
| Atlas Private Wealth Advisors | -8,072 | -34.2% | 15,532 |
| FDx Advisors, Inc. | -6,705 | -12.9% | 45,286 |
| Pure Financial Advisors, LLC | -6,293 | -26.6% | 17,376 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | -5,104 | -5.2% | 93,171 |
| EAGLE HARBOR ASSET MANAGEMENT INC / | -4,943 | -13.0% | 33,027 |
| MERCER GLOBAL ADVISORS INC /ADV | -4,407 | -45.5% | 5,288 |
| Investors Research Corp | -4,372 | -4.9% | 84,470 |
| Lido Advisors, LLC | -3,389 | -1.3% | 266,836 |
| FULTON BREAKEFIELD BROENNIMAN LLC | -2,919 | -11.4% | 22,593 |
| BANK OF MONTREAL /CAN | -2,718 | -6.9% | 36,789 |