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State Street SPDR ICE Preferred Securities ETF
PSK

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: 173 → 181 (+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: 2 → 1 (-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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$6.24M
2
BlackRock
BlackRock
New York
+$4.25M
3
ZIM
Zacks Investment Management
Illinois
+$3.9M
4
DJSG
D.J. St. Germain
Massachusetts
+$3.62M
5
ECA
Elevation Capital Advisory
Oregon
+$3.03M

Top Sellers

Rank Fund Capital Flow
1
BIA
Barry Investment Advisors
Massachusetts
-$1.26M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$934K
3
Truist Financial
Truist Financial
North Carolina
-$874K
4
TCM
Tradewinds Capital Management
Washington
-$810K
5
SF
Synovus Financial
Georgia
-$760K
Name Holding Trade Value Shares
Change 		Change in
Stake
DI
76
Diligent Investors
California
$773K -$346 -10 -0%
CAG
77
Crestwood Advisors Group
Massachusetts
$753K – – –
SF
78
Synovus Financial
Georgia
$680K -$760K -21,977 -52%
MML Investors Services
79
MML Investors Services
Massachusetts
$648K +$35K +1,013 +5%
GI
80
GLOBALT Investments
Georgia
$582K -$12.1K -351 -2%
SPIA
81
Steward Partners Investment Advisory
New York
$571K +$544K +15,722 +988%
Jane Street
82
Jane Street
New York
$563K +$237K +6,847 +67%
SG
83
Sharper & Granite
California
$560K -$24.2K -700 -4%
CA
84
CGN Advisors
Kansas
$546K -$28.6K -827 -5%
EH
85
Equitable Holdings
New York
$543K -$179K -5,166 -24%
AWM
86
Apollon Wealth Management
South Carolina
$541K -$10.5K -304 -2%
EPAM
87
Euro Pacific Asset Management
Puerto Rico
$539K – – –
MTC
88
Matrix Trust Company
Colorado
$539K +$499K +14,432 +759%
CFG
89
Cornerstone Financial Group
Nebraska
$517K +$542K +15,667 New
NB
90
NBT Bank
New York
$502K – – –
FAIM
91
Financial Advocates Investment Management
Washington
$494K -$13.4K -387 -3%
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$481K – – –
PFA
93
Pure Financial Advisors
California
$479K +$39.7K +1,149 +9%
HCM
94
Hilton Capital Management
New York
$462K +$129K +3,735 +36%
PI
95
PFG Investments
New York
$456K +$38.6K +1,115 +9%
SP
96
Sequent Planning
Nebraska
$453K -$104K -3,015 -18%
PTC
97
Private Trust Company
Ohio
$438K – – –
EA
98
Eclectic Associates
California
$383K +$8.3K +240 +2%
WPC
99
Wedmont Private Capital
Pennsylvania
$372K +$6.16K +178 +2%
BAM
100
Belpointe Asset Management
Nevada
$361K +$4.36K +126 +1%
2 3
4
5 6

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.