We are live on ! Find out more
PSK icon

State Street SPDR ICE Preferred Securities ETF

173 hedge funds and large institutions have $461M invested in State Street SPDR ICE Preferred Securities ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

34% more capital invested

Capital invested by funds: $344M → $461M (+$117M)

22% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 50

5.3% more ownership

Funds ownership: 42.94%48.24% (+5.3%)

4% more funds holding

Funds holding: 166173 (+7)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
173
Holders Change
+7
Holders Change %
+4.22%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
23
Increased
61
Reduced
50
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
26
Shilanski & Associates
Alaska
$4.5M -$104K -2,999 -2%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$4.29M -$144K -4,167 -3%
SDAM
28
Shulman DeMeo Asset Management
New York
$4.15M -$7.41K -214 -0.2%
IRC
29
Investors Research Corp
Georgia
$3.41M -$1.7K -49 -0.1%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$3.36M +$1.04M +30,104 +47%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$3.19M +$1.48M +42,861 +92%
PFS
32
Prospera Financial Services
Texas
$3.11M +$2.8M +80,839 +1,293%
TPWM
33
Twelve Points Wealth Management
Massachusetts
$2.97M +$418K +12,075 +17%
Mariner
34
Mariner
Kansas
$2.95M +$26.6K +769 +0.9%
Ameriprise
35
Ameriprise
Minnesota
$2.37M +$538K +15,536 +31%
AAS
36
Ameritas Advisory Services
Nebraska
$2.37M +$50.2K +1,450 +2%
BCI
37
Brinker Capital Investments
Pennsylvania
$2.34M -$17.6K -509 -0.8%
OPS
38
Orion Portfolio Solutions
Nebraska
$2.34M -$17.6K -509 -0.8%
JP Morgan Chase
39
JP Morgan Chase
New York
$2.29M +$30.5K +882 +1%
PAG
40
Private Advisor Group
New Jersey
$2.17M +$574K +16,579 +37%
NP
41
Nilsine Partners
Colorado
$2.08M +$2.02M +58,349 New
Osaic Holdings
42
Osaic Holdings
Arizona
$2M -$77.4K -2,237 -4%
VFA
43
Voya Financial Advisors
Connecticut
$1.9M +$955K +27,605 +109%
MHR
44
Matthew Hamilton Rosenberg
$1.84M +$155K +4,479 +10%
WAP
45
Wealthcare Advisory Partners
Pennsylvania
$1.76M +$74.6K +2,156 +5%
First Trust Advisors
46
First Trust Advisors
Illinois
$1.76M +$1.71M +49,352 New
NRI
47
NFP Retirement Inc
California
$1.72M +$27.7K +800 +2%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$1.71M +$132K +3,817 +9%
SF
49
Synovus Financial
Georgia
$1.52M +$773K +22,327 +110%
FA
50
FDx Advisors
Illinois
$1.45M +$437K +12,631 +45%

PSK Hedge Fund Activity: Q3 2024 in Review

173 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR ICE Preferred Securities ETF (PSK) for Q3 2024, worth a combined $461M — up 34% from $344M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new PSK positions and 16 closed out — a net gain of 7 holders — while 61 added to existing stakes and 50 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $16.1M. The largest seller was Lido Advisors, cutting an estimated $3.37M.

  • 173 institutional investors held State Street SPDR ICE Preferred Securities ETF (PSK) as of Q3 2024, up from 166 in Q2 2024.
  • Funds reported $461M of State Street SPDR ICE Preferred Securities ETF stock for Q3 2024, up 34% quarter-over-quarter.
  • 23 funds opened new State Street SPDR ICE Preferred Securities ETF positions in Q3 2024 and 16 closed out, a net change of +7 holders.
  • The largest State Street SPDR ICE Preferred Securities ETF buyer in Q3 2024 was Bank of New York Mellon, an estimated $16.1M added.
  • The largest State Street SPDR ICE Preferred Securities ETF seller in Q3 2024 was Lido Advisors, an estimated $3.37M sold.

Based on aggregated 13F filings for Q3 2024.