We are live on ! Find out more
PSK icon

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
AFM
51
Aspetuck Financial Management
Connecticut
$1.91M +$2.01M +58,010 New
Osaic Holdings
52
Osaic Holdings
Arizona
$1.89M +$903K +26,115 +46%
VFA
53
Voya Financial Advisors
Connecticut
$1.8M +$55.3K +1,599 +3%
MHR
54
Matthew Hamilton Rosenberg
$1.76M +$60.2K +1,742 +3%
First Trust Advisors
55
First Trust Advisors
Illinois
$1.72M +$95.3K +2,755 +6%
FA
56
FDx Advisors
Illinois
$1.55M +$222K +6,419 +16%
Mirae Asset Global Investments
57
Mirae Asset Global Investments
South Korea
$1.55M +$380K +11,000 +31%
NRI
58
NFP Retirement Inc
California
$1.54M -$55.9K -1,618 -3%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$1.39M -$190K -5,481 -11%
WAP
60
Wealthcare Advisory Partners
Pennsylvania
$1.36M -$287K -8,298 -17%
SWM
61
SK Wealth Management
Rhode Island
$1.23M +$1.56K +45 +0.1%
FBB
62
Fulton Breakefield Broenniman
Maryland
$1.18M +$1.24M +35,781 New
NA
63
NewEdge Advisors
Louisiana
$1.13M +$32K +925 +3%
BST
64
Bath Savings Trust
Maine
$1.11M -$20.7K -600 -2%
XF
65
XML Financial
Maryland
$1.08M +$228K +6,602 +25%
ML
66
McAdam LLC
Pennsylvania
$1.07M -$105K -3,043 -9%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$1.06M +$75K +2,170 +7%
PWA
68
Provenance Wealth Advisors
Florida
$1.04M
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$1M -$135K -3,897 -11%
ALC
70
Alexander Labrunerie & Co
Missouri
$931K -$3.35K -97 -0.3%
WIA
71
World Investment Advisors
California
$916K +$74.6K +2,157 +8%
FI
72
Financial Insights
Washington
$898K +$40.1K +1,160 +4%
Envestnet Portfolio Solutions
73
Envestnet Portfolio Solutions
Illinois
$871K +$39.9K +1,155 +5%
TFA
74
Transamerica Financial Advisors
Florida
$869K +$8.4K +243 +0.9%
Betterment LLC
75
Betterment LLC
New York
$787K

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.