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State Street SPDR ICE Preferred Securities ETF

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: 33 (0)

1% less funds holding

Funds holding: 167166 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
DC
101
Davenport & Co
Virginia
$245K
WS
102
Wedbush Securities
California
$239K +$238K +7,043 New
HGERS
103
Householder Group Estate & Retirement Specialist
Arizona
$236K +$5.2K +154 +2%
AA
104
Advisory Alpha
Michigan
$229K -$2.5K -74 -1%
TFA
105
Tobias Financial Advisors
Florida
$227K
BRWA
106
B. Riley Wealth Advisors
Florida
$218K -$329K -9,739 -60%
SAM
107
SignalPoint Asset Management
Missouri
$216K +$304 +9 +0.1%
PFS
108
Prospera Financial Services
Texas
$212K +$211K +6,251 New
MFA
109
Mayflower Financial Advisors
Massachusetts
$211K
1WM
110
1900 Wealth Management
Texas
$210K +$236 +7 +0.1%
KFI
111
Key Financial Inc
Pennsylvania
$206K -$3.11K -92 -1%
TCM
112
Tradewinds Capital Management
Washington
$181K
PA
113
Parallel Advisors
California
$154K +$153K +4,534 New
LWA
114
Lowe Wealth Advisors
Maryland
$120K
IAIM
115
International Assets Investment Management
Florida
$117K +$116K +3,435 New
GI
116
Gradient Investments
Minnesota
$110K
WOSD
117
WFA of San Diego
California
$106K +$105K +3,119 New
IHWM
118
Iron Horse Wealth Management
Iowa
$80.3K
SS
119
Sunbelt Securities
Texas
$78K
VWWMG
120
Vermillion & White Wealth Management Group
Pennsylvania
$76.6K
TSMHT
121
Thurston Springer Miller Herd & Titak
Indiana
$76.3K +$75.9K +2,247 New
DSC
122
Duncker Streett & Co
Missouri
$67.9K
NS
123
NBC Securities
Alabama
$67K +$8.44K +250 +14%
PP
124
Prudential plc
United Kingdom
$61.1K
SA
125
SRH Advisors
Kansas
$55K

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.