PSK icon

SPDR ICE Preferred Securities ETF
PSK

Overview Fund Activity

228 hedge funds and large institutions have $563M invested in SPDR ICE Preferred Securities ETF in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 72 increasing their positions, 77 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+20
Holders Change %
+9.62%
% of All Funds
3.52%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
43
Increased
72
Reduced
77
Closed
20
Calls
$41K
Puts
–
Net Calls
+$41K
Net Calls Change
+$41K

Top Buyers

1
BIA
1
Barry Investment Advisors
Massachusetts
$11.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$26.7M
3
SDAM
3
Shulman DeMeo Asset Management
New York
$5.26M
4
PI
4
PFS Investments
Georgia
$21.2M
5
HCM
5
Hilton Capital Management
New York
$4.06M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$15.1M
2
DF
2
Donoghue Forlines
Massachusetts
$0
3
DJSG
3
D.J. St. Germain
Massachusetts
$3.44M
4
TCM
4
Tradewinds Capital Management
Washington
$10.5M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$2.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFP
101
Ausdal Financial Partners
Iowa
$671K +$671K +15,640 New
QCM
102
Quest Capital Management
Texas
$614K +$901 +21 +0.1%
NW
103
NewEdge Wealth
Pennsylvania
$603K +$603K +14,050 New
RRWA
104
Rainey & Randall Wealth Advisors
Florida
$573K – – –
AA
105
Advisory Alpha
Michigan
$570K +$28.5K +664 +5%
SFPG
106
Stonebridge Financial Planning Group
Florida
$543K -$134K -3,285 -20%
TPWM
107
Twelve Points Wealth Management
Massachusetts
$541K +$541K +12,600 New
BJL
108
Brighton Jones LLC
Washington
$538K +$8.92K +208 +2%
Baird Financial Group
109
Baird Financial Group
Wisconsin
$520K +$52.5K +1,222 +11%
HighTower Advisors
110
HighTower Advisors
Illinois
$500K -$1.29K -30 -0.3%
RA
111
RFG Advisory
Alabama
$496K +$496K +11,557 New
Jane Street
112
Jane Street
New York
$489K +$489K +11,392 New
AWG
113
Altus Wealth Group
Colorado
$485K -$27.7K -646 -5%
GM
114
GeoWealth Management
Illinois
$483K +$7.35K +171 +2%
DC
115
Davenport & Co
Virginia
$476K +$476K +11,088 New
ARMC
116
American Research & Management Company
Massachusetts
$474K – – –
BAM
117
Belpointe Asset Management
Nevada
$467K -$131K -3,045 -22%
AWM
118
AE Wealth Management
Kansas
$454K -$125K -2,909 -22%
DI
119
DFPG Investments
Utah
$449K -$35.2K -839 -7%
SW
120
SVB Wealth
Massachusetts
$443K -$801K -18,682 -64%
FAIM
121
Financial Advocates Investment Management
Washington
$443K +$38.6K +899 +10%
SI
122
Stephens Inc
Arkansas
$442K +$442K +10,306 New
BWA
123
Beam Wealth Advisors
Louisiana
$430K +$41.7K +973 +11%
CIAS
124
CBIZ Investment Advisory Services
Ohio
$424K +$424K +9,887 New
FHA
125
First Horizon Advisors
Tennessee
$418K -$253K -5,900 -38%
3 4
5
6 7