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State Street SPDR ICE Preferred Securities ETF

181 hedge funds and large institutions have $476M invested in State Street SPDR ICE Preferred Securities ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 64 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

23% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 52

5.36% more ownership

Funds ownership: 48.24%53.6% (+5.4%)

5% more funds holding

Funds holding: 173181 (+8)

3% more capital invested

Capital invested by funds: $461M → $476M (+$15.3M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
181
Holders Change
+8
Holders Change %
+4.62%
% of All Funds
2.38%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
30
Increased
64
Reduced
52
Closed
18
Calls
$129K
Puts
Net Calls
+$129K
Net Calls Change
+$129K
Name Holding Trade Value Shares
Change
Change in
Stake
SA
26
Shilanski & Associates
Alaska
$4.33M +$181K +5,220 +4%
TPWM
27
Twelve Points Wealth Management
Massachusetts
$4.08M +$1.39M +40,167 +48%
BlackRock
28
BlackRock
New York
$4.05M +$4.25M +122,871 New
Charles Schwab
29
Charles Schwab
California
$4.04M -$269K -7,771 -6%
SDAM
30
Shulman DeMeo Asset Management
New York
$3.72M -$120K -3,472 -3%
ZIM
31
Zacks Investment Management
Illinois
$3.72M +$3.9M +112,742 New
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$3.39M +$292K +8,457 +9%
IRC
33
Investors Research Corp
Georgia
$3.12M -$42.7K -1,236 -1%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$3.08M -$934K -26,999 -22%
P
35
&Partners
Tennessee
$2.95M +$1.86M +53,840 +163%
PFS
36
Prospera Financial Services
Texas
$2.94M +$67.3K +1,945 +2%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$2.93M -$23.4K -678 -0.8%
ECA
38
Elevation Capital Advisory
Oregon
$2.89M +$3.03M +87,580 New
GM
39
GeoWealth Management
Illinois
$2.89M +$3.03M +87,580 New
Mariner
40
Mariner
Kansas
$2.74M +$17.9K +517 +0.6%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$2.73M +$2.86M +82,725 New
FTS
42
Fifth Third Securities
Ohio
$2.71M +$2.5M +72,300 +727%
AAS
43
Ameritas Advisory Services
Nebraska
$2.33M +$154K +4,441 +7%
Ameriprise
44
Ameriprise
Minnesota
$2.26M +$77.3K +2,235 +3%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$2.2M +$1.33M +38,360 +136%
NP
46
Nilsine Partners
Colorado
$2.17M +$252K +7,279 +12%
BCI
47
Brinker Capital Investments
Pennsylvania
$2.13M -$36K -1,041 -2%
OPS
48
Orion Portfolio Solutions
Nebraska
$2.13M -$36K -1,041 -2%
JP Morgan Chase
49
JP Morgan Chase
New York
$2.11M -$4.53K -131 -0.2%
PAG
50
Private Advisor Group
New Jersey
$2.02M +$15.7K +453 +0.7%

PSK Hedge Fund Activity: Q4 2024 in Review

181 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR ICE Preferred Securities ETF (PSK) for Q4 2024, worth a combined $476M — up 3.3% from $461M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new PSK positions and 18 closed out — a net gain of 12 holders — while 64 added to existing stakes and 52 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.24M. The largest seller was Barry Investment Advisors, cutting an estimated $1.26M.

  • 181 institutional investors held State Street SPDR ICE Preferred Securities ETF (PSK) as of Q4 2024, up from 173 in Q3 2024.
  • Funds reported $476M of State Street SPDR ICE Preferred Securities ETF stock for Q4 2024, up 3.3% quarter-over-quarter.
  • 30 funds opened new State Street SPDR ICE Preferred Securities ETF positions in Q4 2024 and 18 closed out, a net change of +12 holders.
  • The largest State Street SPDR ICE Preferred Securities ETF buyer in Q4 2024 was Morgan Stanley, an estimated $6.24M added.
  • The largest State Street SPDR ICE Preferred Securities ETF seller in Q4 2024 was Barry Investment Advisors, an estimated $1.26M sold.

Based on aggregated 13F filings for Q4 2024.