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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 %
US Bancorp
76
US Bancorp
Minnesota
$737K +$658K +18,346 +834%
BFS
77
Bard Financial Services
Connecticut
$663K +$40.3K +1,125 +6%
WWG
78
West Wealth Group
California
$648K +$234K +6,534 +57%
FWP
79
Falcon Wealth Planning
California
$644K +$644K +17,956 New
TC
80
TownSquare Capital
Utah
$630K +$93.9K +2,621 +18%
PFS
81
Prospera Financial Services
Texas
$620K -$144K -4,006 -19%
KFI
82
Key Financial Inc
Pennsylvania
$578K -$33.6K -931 -5%
TCWA
83
Ten Capital Wealth Advisors
Washington
$565K -$24.9K -693 -4%
ACM
84
AlphaStar Capital Management
North Carolina
$555K -$110K -3,055 -16%
PFA
85
Pure Financial Advisors
California
$543K +$170K +4,740 +46%
AFP
86
Ausdal Financial Partners
Iowa
$532K -$3.58K -100 -0.7%
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$530K +$681 +19 +0.1%
WCM
88
Windsor Capital Management
Arizona
$520K -$3.57M -99,503 -87%
AWG
89
Altus Wealth Group
Colorado
$519K +$519K +11,948 New
RJFSA
90
Raymond James Financial Services Advisors
Florida
$489K -$65.1K -1,818 -12%
Renaissance Technologies
91
Renaissance Technologies
New York
$477K -$1.11M -30,900 -70%
MWPCG
92
Measured Wealth Private Client Group
New Hampshire
$461K -$301K -8,403 -40%
BJL
93
Brighton Jones LLC
Washington
$461K +$6.71K +187 +1%
DC
94
Davenport & Co
Virginia
$459K +$32.2K +898 +8%
CIAS
95
Capital Investment Advisory Services
North Carolina
$453K +$21.9K +612 +5%
OIA
96
OneDigital Investment Advisors
Kansas
$449K – – –
PAS
97
Park Avenue Securities
New York
$448K +$448K +12,497 New
TCM
98
Tradewinds Capital Management
Washington
$398K -$18.4M -512,096 -98%
SFPG
99
Stonebridge Financial Planning Group
Florida
$358K -$129K -3,608 -27%
SI
100
Stephens Inc
Arkansas
$357K +$14.4K +400 +4%
2 3
4
5 6