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State Street SPDR ICE Preferred Securities ETF

171 hedge funds and large institutions have $474M invested in State Street SPDR ICE Preferred Securities ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

98% more call options, than puts

Call options by funds: $198K | Put options by funds: $100K

22% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 51

1.68% more ownership

Funds ownership: 53.6%55.28% (+1.7%)

0% less capital invested

Capital invested by funds: $476M → $474M (-$1.53M)

6% less funds holding

Funds holding: 181171 (-10)

29% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 24

Holders
171
Holders Change
-10
Holders Change %
-5.52%
% of All Funds
2.29%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
17
Increased
62
Reduced
51
Closed
24
Calls
$198K
Puts
$100K
Net Calls
+$98K
Net Calls Change
-$31K
Name Holding Trade Value Shares
Change
Change in
Stake
SA
26
Shilanski & Associates
Alaska
$4.53M +$283K +8,529 +6%
Charles Schwab
27
Charles Schwab
California
$3.81M -$158K -4,758 -4%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$3.77M +$922K +27,743 +31%
SDAM
29
Shulman DeMeo Asset Management
New York
$3.64M -$15.7K -472 -0.4%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$3.3M -$31.8K -958 -0.9%
IRC
31
Investors Research Corp
Georgia
$3.06M +$299 +9 +0%
P
32
&Partners
Tennessee
$2.88M +$59.5K +1,791 +2%
Mariner
33
Mariner
Kansas
$2.68M -$15K -451 -0.5%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$2.58M -$102K -3,064 -4%
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$2.53M -$505K -15,206 -16%
Ameriprise
36
Ameriprise
Minnesota
$2.52M +$300K +9,020 +13%
AAS
37
Ameritas Advisory Services
Nebraska
$2.45M +$163K +4,910 +7%
BCI
38
Brinker Capital Investments
Pennsylvania
$2.01M -$83.9K -2,525 -4%
OPS
39
Orion Portfolio Solutions
Nebraska
$2.01M -$83.9K -2,525 -4%
MHR
40
Matthew Hamilton Rosenberg
$2M +$281K +8,458 +16%
FA
41
FDx Advisors
Illinois
$1.99M +$478K +14,384 +31%
PAG
42
Private Advisor Group
New Jersey
$1.95M -$35.9K -1,079 -2%
AFM
43
Aspetuck Financial Management
Connecticut
$1.88M -$1.33K -40 -0.1%
JP Morgan Chase
44
JP Morgan Chase
New York
$1.74M -$344K -10,363 -16%
VFA
45
Voya Financial Advisors
Connecticut
$1.72M -$54.4K -1,636 -3%
NRI
46
NFP Retirement Inc
California
$1.55M +$42.2K +1,270 +3%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$1.38M +$12.2K +367 +0.9%
WAP
48
Wealthcare Advisory Partners
Pennsylvania
$1.22M -$114K -3,426 -8%
SWM
49
SK Wealth Management
Rhode Island
$1.17M +$6.61K +199 +0.5%
FBB
50
Fulton Breakefield Broenniman
Maryland
$1.16M +$4.99K +150 +0.4%

PSK Hedge Fund Activity: Q1 2025 in Review

171 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR ICE Preferred Securities ETF (PSK) for Q1 2025, worth a combined $474M — down 0.32% from $476M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of PSK and 17 opened new positions — a net loss of 7 holders — while 51 trimmed existing stakes and 62 added.

The largest buyer was Morgan Stanley, adding an estimated $8.12M. The largest seller was Tradewinds Capital Management, cutting an estimated $10M.

  • 171 institutional investors held State Street SPDR ICE Preferred Securities ETF (PSK) as of Q1 2025, down from 181 in Q4 2024.
  • Funds reported $474M of State Street SPDR ICE Preferred Securities ETF stock for Q1 2025, down 0.32% quarter-over-quarter.
  • 17 funds opened new State Street SPDR ICE Preferred Securities ETF positions in Q1 2025 and 24 closed out, a net change of -7 holders.
  • The largest State Street SPDR ICE Preferred Securities ETF buyer in Q1 2025 was Morgan Stanley, an estimated $8.12M added.
  • The largest State Street SPDR ICE Preferred Securities ETF seller in Q1 2025 was Tradewinds Capital Management, an estimated $10M sold.

Based on aggregated 13F filings for Q1 2025.