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State Street SPDR ICE Preferred Securities ETF

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: 173181 (+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: 21 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
101
Beam Wealth Advisors
Louisiana
$352K -$7.16K -207 -2%
SW
102
SVB Wealth
Massachusetts
$349K +$366K +10,585 New
KAS
103
Kestra Advisory Services
Texas
$339K -$8.75K -253 -2%
DADC
104
D.A. Davidson & Co
Montana
$336K +$352K +10,190 New
AWA
105
Artemis Wealth Advisors
New York
$333K +$7.19K +208 +2%
PMWMG
106
Parr McKnight Wealth Management Group
Minnesota
$330K +$346K +10,000 New
Comerica Bank
107
Comerica Bank
Texas
$313K -$588 -17 -0.2%
TCM
108
TD Capital Management
Tennessee
$299K -$51.1K -1,478 -14%
US Bancorp
109
US Bancorp
Minnesota
$299K -$3.32K -96 -1%
AAM
110
Aureus Asset Management
Massachusetts
$297K +$312K +9,010 New
TC
111
TownSquare Capital
Utah
$291K -$44.3K -1,280 -13%
HighTower Advisors
112
HighTower Advisors
Illinois
$289K +$49.5K +1,432 +20%
Jones Financial Companies
113
Jones Financial Companies
Missouri
$289K +$195K +5,645 +182%
CCG
114
Chatham Capital Group
Georgia
$287K
TB
115
Treynor Bancshares
Iowa
$278K +$2.87K +83 +1%
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$271K +$4.91K +142 +2%
KeyBank National Association
117
KeyBank National Association
Ohio
$267K
DWM
118
Destination Wealth Management
California
$263K +$6.71K +194 +2%
MFA
119
Mayflower Financial Advisors
Massachusetts
$260K +$272K +7,875 New
SWP
120
Stratos Wealth Partners
Ohio
$252K -$46K -1,329 -15%
HAG
121
HF Advisory Group
Maryland
$249K +$4.91K +142 +2%
GWM
122
Geneos Wealth Management
Colorado
$235K -$9.06K -262 -4%
TSMHT
123
Thurston Springer Miller Herd & Titak
Indiana
$230K +$87.6K +2,532 +57%
DC
124
Davenport & Co
Virginia
$225K -$12.7K -368 -5%
MWA
125
Medallion Wealth Advisors
Connecticut
$222K +$235K +6,782 New

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.