Crews Bank & Trust PSK — SPDR ICE Preferred Securities ETF

Ownership history in Crews Bank & Trust  ·  6 quarters on record

AI Ownership Summary

Crews Bank & Trust reported SPDR ICE Preferred Securities ETF (PSK) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.62% in 2025 Q1. The latest visible filing shows PSK at 0.62% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PSK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Crews Bank & Trust's position in SPDR ICE Preferred Securities ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PSK was reported at 0.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.62% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PSK stock page Crews Bank & Trust fund profile Crews Bank & Trust full holdings
How Crews Bank & Trust held PSK — position size vs. price
% of Fund (quarterly)    PSK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 138,050 -230 -0.2% 0.62% $4.3M 2026-05-13 $31.31
2025 Q4 REDUCED 24.0% -1.6% ✅ 138,280 -43,641 -24.0% 0.63% $4.4M 2026-01-21 $31.60
2025 Q3 REDUCED 36.6% -2.1% ✅ 181,921 -104,832 -36.6% 0.88% $6.0M 2025-10-22 $31.65
2025 Q2 REDUCED — — — 286,753 -6,850 -2.3% 1.43% $9.1M 2025-07-21 $30.20
2025 Q1 ADDED — — — 293,603 +2,948 +1.0% 1.62% $9.5M 2025-04-22 $29.32
2024 Q4 INITIATED — — — 290,655 — — 1.62% $9.6M 2025-01-23 $30.69

🏢 Other funds also holding PSK

As of 2026 Q1 — sorted by position size

State of Wisconsin - Board of Commissioners of Public Lands 15.85% CNO Financial Group, Inc. 3Y 7Y 12.38% Sage Advisory Services, Ltd.Co. 3Y 7Y 5.84% Aspetuck Financial Management LLC 1.18% Twelve Points Wealth Management LLC 3Y 0.91% Breachway Investments LLC 0.7% Shulman DeMeo Asset Management LLC 3Y 7Y 0.69% Rosenberg Matthew Hamilton 3Y 0.65% Investors Research Corp 3Y 7Y 0.52% FDx Advisors, Inc. 3Y 7Y 0.51%

FAQ About Crews Bank & Trust and PSK

These are the practical questions this page is built to answer before you even open the full history table.

How long has Crews Bank & Trust reported owning PSK?

Crews Bank & Trust reported PSK across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported PSK position in Crews Bank & Trust's portfolio?

The largest reported portfolio weight for PSK was 1.62% in 2025 Q1.

What is the latest reported PSK position on this page?

The most recent filing on this page is 2026 Q1, when Crews Bank & Trust reported 138,050 shares, equal to 0.62% of portfolio, with an estimated market value of $4.3M.

What does the chart on this PSK ownership page compare?

The chart compares Crews Bank & Trust's quarterly PSK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Crews Bank & Trust time their PSK position?

Based on 13F filing dates vs. subsequent PSK price moves, Crews Bank & Trust correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on PSK relative to SPY over the holding period was -13.7%.

← Back to Crews Bank & Trust Holdings