PSK icon

SPDR ICE Preferred Securities ETF
PSK

Overview Fund Activity

180 hedge funds and large institutions have $476M invested in SPDR ICE Preferred Securities ETF in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+7
Holders Change %
+4.05%
% of All Funds
2.4%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
29
Increased
64
Reduced
52
Closed
18
Calls
$129K
Puts
–
Net Calls
+$129K
Net Calls Change
+$129K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$37M
2
BlackRock
2
BlackRock
New York
$4.05M
3
ZIM
3
Zacks Investment Management
Illinois
$3.72M
4
DJSG
4
D.J. St. Germain
Massachusetts
$7.7M
5
ECA
5
Elevation Capital Advisory
Oregon
$2.89M

Top Sellers

1
BIA
1
Barry Investment Advisors
Massachusetts
$6.81M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$3.08M
3
Truist Financial
3
Truist Financial
North Carolina
$6.77M
4
TCM
4
Tradewinds Capital Management
Washington
$10.2M
5
SF
5
Synovus Financial
Georgia
$680K
Name Holding Trade Value Shares
Change 		Shares
Change %
AFM
51
Aspetuck Financial Management
Connecticut
$1.91M +$1.91M +58,010 New
Osaic Holdings
52
Osaic Holdings
Arizona
$1.89M +$600K +26,115 +46%
VFA
53
Voya Financial Advisors
Connecticut
$1.8M +$52.7K +1,599 +3%
MHR
54
Matthew Hamilton Rosenberg
$1.76M +$57.5K +1,742 +3%
First Trust Advisors
55
First Trust Advisors
Illinois
$1.72M +$90.9K +2,755 +6%
FA
56
FDx Advisors
Illinois
$1.55M +$212K +6,419 +16%
Mirae Asset Global Investments
57
Mirae Asset Global Investments
South Korea
$1.55M +$363K +11,000 +31%
NRI
58
NFP Retirement Inc
California
$1.54M -$53.4K -1,618 -3%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$1.39M -$181K -5,481 -11%
WAP
60
Wealthcare Advisory Partners
Pennsylvania
$1.36M -$274K -8,298 -17%
SWM
61
SK Wealth Management
Rhode Island
$1.23M +$1.49K +45 +0.1%
FBB
62
Fulton Breakefield Broenniman
Maryland
$1.18M +$1.18M +35,781 New
NA
63
NewEdge Advisors
Louisiana
$1.13M +$30.5K +925 +3%
BST
64
Bath Savings Trust
Maine
$1.11M -$19.8K -600 -2%
XF
65
XML Financial
Maryland
$1.08M +$218K +6,602 +25%
ML
66
McAdam LLC
Pennsylvania
$1.07M -$100K -3,043 -9%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$1.07M +$71.6K +2,170 +7%
PWA
68
Provenance Wealth Advisors
Florida
$1.04M – – –
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$1M -$129K -3,897 -11%
ALC
70
Alexander Labrunerie & Co
Missouri
$931K -$3.2K -97 -0.3%
WIA
71
World Investment Advisors
California
$916K +$71.2K +2,157 +8%
FI
72
Financial Insights
Washington
$898K +$38.3K +1,160 +4%
Envestnet Portfolio Solutions
73
Envestnet Portfolio Solutions
Illinois
$871K +$38.1K +1,155 +5%
TFA
74
Transamerica Financial Advisors
Florida
$869K +$8.02K +243 +0.9%
Betterment LLC
75
Betterment LLC
New York
$787K – – –
1 2
3
4 5