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SPDR ICE Preferred Securities ETF
PSK

Overview Fund Activity

201 hedge funds and large institutions have $397M invested in SPDR ICE Preferred Securities ETF in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 65 increasing their positions, 60 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+4
Holders Change %
+2.03%
% of All Funds
3.4%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
34
Increased
65
Reduced
60
Closed
29
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
+$3K

Top Buyers

1
PI
1
PFS Investments
Georgia
$23.7M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$16.8M
3
SAS
3
Sage Advisory Services
Texas
$12.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$20M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$5.59M

Top Sellers

1
TCM
1
Tradewinds Capital Management
Washington
$398K
2
Ameriprise
2
Ameriprise
Minnesota
$5.99M
3
FLPIM
3
F.L. Putnam Investment Management
Massachusetts
$20.2M
4
PWM
4
Peterson Wealth Management
Nevada
$791K
5
UBS Group
5
UBS Group
Switzerland
$9.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
51
Synovus Financial
Georgia
$1.3M -$259K -7,209 -17%
SCM
52
Stonehearth Capital Management
Massachusetts
$1.28M -$208K -5,728 -14%
CAN
53
Cetera Advisor Networks
California
$1.26M +$193K +5,375 +18%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$1.25M +$1.25M +34,820 New
Bank of New York Mellon
55
Bank of New York Mellon
New York
$1.21M +$1.21M +33,850 New
SFG
56
SNS Financial Group
Minnesota
$1.21M +$84.5K +2,356 +8%
NA
57
NewEdge Advisors
Louisiana
$1.2M +$687K +19,164 +134%
XF
58
XML Financial
Maryland
$1.16M +$45.2K +1,260 +4%
HGERS
59
Householder Group Estate & Retirement Specialist
Arizona
$1.13M -$103K -2,883 -8%
CCG
60
Chatham Capital Group
Georgia
$1.1M – – –
BRWA
61
B. Riley Wealth Advisors
Florida
$1.05M +$640K +17,829 +155%
TPWM
62
Twelve Points Wealth Management
Massachusetts
$1.03M +$244K +6,805 +31%
EWM
63
Endurance Wealth Management
Rhode Island
$1.01M -$35.9K -1,000 -3%
VFA
64
Voya Financial Advisors
Connecticut
$982K +$603K +16,785 +159%
WIA
65
World Investment Advisors
California
$922K – – –
DI
66
Diligent Investors
California
$914K +$394 +11 +0%
IWC
67
Integrated Wealth Concepts
Massachusetts
$872K -$78.8K -2,196 -8%
ML
68
McAdam LLC
Pennsylvania
$854K -$435K -12,120 -34%
BWFA
69
Baltimore-Washington Financial Advisors
Maryland
$842K -$123K -3,420 -13%
Betterment LLC
70
Betterment LLC
New York
$824K +$824K +22,996 New
MML Investors Services
71
MML Investors Services
Massachusetts
$820K -$1.21M -33,613 -60%
TB
72
Treynor Bancshares
Iowa
$816K +$5.05K +141 +0.6%
PWM
73
Peterson Wealth Management
Nevada
$791K -$5.05M -140,712 -86%
SWP
74
Strategic Wealth Partners
Ohio
$767K -$2.21M -61,616 -74%
AA
75
Advisory Alpha
Michigan
$740K +$251K +7,010 +51%
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3
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