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State Street SPDR ICE Preferred Securities ETF

178 hedge funds and large institutions have $352M invested in State Street SPDR ICE Preferred Securities ETF in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 62 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

415% more call options, than puts

Call options by funds: $67K | Put options by funds: $13K

48% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 21

5% more funds holding

Funds holding: 170178 (+8)

1% more capital invested

Capital invested by funds: $350M → $352M (+$2.14M)

0.57% more ownership

Funds ownership: 42%42.57% (+0.57%)

18% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 62

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
178
Holders Change
+8
Holders Change %
+4.71%
% of All Funds
2.6%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
31
Increased
51
Reduced
62
Closed
21
Calls
$67K
Puts
$13K
Net Calls
+$54K
Net Calls Change
+$859K
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$978K +$237K +7,357 +34%
TC
52
TownSquare Capital
Utah
$972K +$13.3K +413 +1%
UAS
53
United Asset Strategies
New York
$946K -$27.8K -865 -3%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$875K -$180K -5,611 -18%
NA
55
NewEdge Advisors
Louisiana
$860K +$23.8K +740 +3%
TB
56
Treynor Bancshares
Iowa
$849K -$6.98K -217 -0.8%
DI
57
Diligent Investors
California
$844K -$3.7K -115 -0.5%
Betterment LLC
58
Betterment LLC
New York
$799K +$767K +23,849 New
WIA
59
World Investment Advisors
California
$798K
Renaissance Technologies
60
Renaissance Technologies
New York
$778K +$309K +9,600 +71%
SW
61
SVB Wealth
Massachusetts
$775K +$47.1K +1,465 +7%
XF
62
XML Financial
Maryland
$772K -$35.8K -1,114 -5%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$767K -$208K -6,458 -22%
SG
64
Sharper & Granite
California
$753K +$308K +9,570 +74%
FWP
65
Falcon Wealth Planning
California
$742K +$117K +3,642 +20%
SF
66
Synovus Financial
Georgia
$729K -$894K -27,801 -56%
GI
67
GLOBALT Investments
Georgia
$727K +$697K +21,681 New
AWM
68
Apollon Wealth Management
South Carolina
$648K -$11.2K -349 -2%
OMC
69
Old Mission Capital
Illinois
$648K +$371K +11,532 +148%
EH
70
Equitable Holdings
New York
$646K +$190K +5,894 +44%
RJA
71
Raymond James & Associates
Florida
$643K +$201K +6,252 +48%
Citadel Advisors
72
Citadel Advisors
Florida
$626K +$537K +16,711 +847%
CAN
73
Cetera Advisor Networks
California
$598K -$42.8K -1,330 -7%
HAC
74
Harbor Advisory Corp
New Hampshire
$572K -$84.4K -2,626 -13%
DWM
75
Destination Wealth Management
California
$547K +$525K +16,313 New

PSK Hedge Fund Activity: Q4 2023 in Review

178 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR ICE Preferred Securities ETF (PSK) for Q4 2023, worth a combined $352M — up 0.61% from $350M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new PSK positions and 21 closed out — a net gain of 10 holders — while 51 added to existing stakes and 62 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $16M. The largest seller was Financial Counselors Inc, cutting an estimated $17.4M.

  • 178 institutional investors held State Street SPDR ICE Preferred Securities ETF (PSK) as of Q4 2023, up from 170 in Q3 2023.
  • Funds reported $352M of State Street SPDR ICE Preferred Securities ETF stock for Q4 2023, up 0.61% quarter-over-quarter.
  • 31 funds opened new State Street SPDR ICE Preferred Securities ETF positions in Q4 2023 and 21 closed out, a net change of +10 holders.
  • The largest State Street SPDR ICE Preferred Securities ETF buyer in Q4 2023 was Morgan Stanley, an estimated $16M added.
  • The largest State Street SPDR ICE Preferred Securities ETF seller in Q4 2023 was Financial Counselors Inc, an estimated $17.4M sold.

Based on aggregated 13F filings for Q4 2023.