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State Street SPDR ICE Preferred Securities ETF
PSK

166 hedge funds and large institutions have $344M invested in State Street SPDR ICE Preferred Securities ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 40 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 40

10% more capital invested

Capital invested by funds: $312M → $344M (+$31.7M)

4.95% more ownership

Funds ownership: 37.99% → 42.94% (+4.9%)

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1% less funds holding

Funds holding: 167 → 166 (-1)

Holders
166
Holders Change
-1
Holders Change %
-0.6%
% of All Funds
2.4%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
62
Reduced
40
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$19.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.79M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.07M
4
Charles Schwab
Charles Schwab
California
+$4.74M
5
SAS
Sage Advisory Services
Texas
+$3.92M

Top Sellers

1
Mariner
Mariner
Kansas
-$9.21M
2
FCI
Financial Counselors Inc
Kansas
-$2.36M
3
PAG
Powers Advisory Group
Illinois
-$1.67M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$930K
5
TC
TownSquare Capital
Utah
-$729K
Name Holding Trade Value Shares
Change 		Change in
Stake
IC
76
Inscription Capital
Texas
$444K – – –
CPG
77
Cornerstone Planning Group
New Jersey
$438K +$440K +13,030 New
EA
78
Eclectic Associates
California
$380K +$5.91K +175 +2%
WPC
79
Wedmont Private Capital
Pennsylvania
$379K +$5.88K +174 +2%
BWA
80
Beam Wealth Advisors
Louisiana
$364K +$8.64K +256 +2%
TCM
81
TD Capital Management
Tennessee
$358K +$506 +15 +0.1%
FAIM
82
Financial Advocates Investment Management
Washington
$356K +$41.9K +1,242 +13%
TC
83
TownSquare Capital
Utah
$345K -$729K -21,585 -68%
AWA
84
Artemis Wealth Advisors
New York
$330K +$5.13K +152 +2%
Comerica Bank
85
Comerica Bank
Texas
$326K +$22.4K +663 +7%
PTC
86
Private Trust Company
Ohio
$318K – – –
SWP
87
Stratos Wealth Partners
Ohio
$317K +$15.9K +471 +5%
TB
88
Treynor Bancshares
Iowa
$308K -$537K -15,910 -64%
Wealthfront Advisers
89
Wealthfront Advisers
California
$305K +$2.23K +66 +0.7%
US Bancorp
90
US Bancorp
Minnesota
$304K -$164K -4,858 -35%
CCG
91
Chatham Capital Group
Georgia
$295K – – –
HCM
92
Hilton Capital Management
New York
$290K +$20.8K +615 +8%
DWM
93
Destination Wealth Management
California
$284K – – –
KeyBank National Association
94
KeyBank National Association
Ohio
$275K – – –
FWP
95
Falcon Wealth Planning
California
$273K -$457K -13,544 -63%
OMC
96
Old Mission Capital
Illinois
$270K +$269K +7,963 New
HighTower Advisors
97
HighTower Advisors
Illinois
$267K -$6.35K -188 -2%
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$267K -$110K -3,252 -29%
GWM
99
Geneos Wealth Management
Colorado
$250K +$2.97K +88 +1%
HAG
100
HF Advisory Group
Maryland
$249K +$14.1K +417 +6%
2 3
4
5 6

PSK Hedge Fund Activity: Q2 2024 in Review

166 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR ICE Preferred Securities ETF (PSK) for Q2 2024, worth a combined $344M — up 10% from $312M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PSK positions and 22 closed out — a net gain of 2 holders — while 62 added to existing stakes and 40 trimmed.

The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $19.9M. The largest seller was Mariner, cutting an estimated $9.21M.

  • 166 institutional investors held State Street SPDR ICE Preferred Securities ETF (PSK) as of Q2 2024, down from 167 in Q1 2024.
  • Funds reported $344M of State Street SPDR ICE Preferred Securities ETF stock for Q2 2024, up 10% quarter-over-quarter.
  • 24 funds opened new State Street SPDR ICE Preferred Securities ETF positions in Q2 2024 and 22 closed out, a net change of +2 holders.
  • The largest State Street SPDR ICE Preferred Securities ETF buyer in Q2 2024 was Bank of New York Mellon, an estimated $19.9M added.
  • The largest State Street SPDR ICE Preferred Securities ETF seller in Q2 2024 was Mariner, an estimated $9.21M sold.

Based on aggregated 13F filings for Q2 2024.