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SPDR ICE Preferred Securities ETF
PSK

Overview Fund Activity

197 hedge funds and large institutions have $517M invested in SPDR ICE Preferred Securities ETF in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 78 increasing their positions, 58 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
-3
Holders Change %
-1.5%
% of All Funds
3.47%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
25
Increased
78
Reduced
58
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TCM
1
Tradewinds Capital Management
Washington
$24.2M
2
GLA
2
Good Life Advisors
Pennsylvania
$6.51M
3
Ameriprise
3
Ameriprise
Minnesota
$21.7M
4
PFS
4
Prospera Financial Services
Texas
$6.17M
5
AF
5
Allworth Financial
California
$24.5M

Top Sellers

1
State Street
1
State Street
Massachusetts
$1.18M
2
PI
2
PFS Investments
Georgia
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.42M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$37.7M
5
SAS
5
Sage Advisory Services
Texas
$847K
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIC
126
Clifford Swan Investment Counsel
California
$257K – – –
SG
127
StoneX Group
New York
$257K +$7.52K +173 +3%
5L
128
55I LLC
Massachusetts
$254K -$200K -4,589 -44%
GC
129
Grace Capital
Massachusetts
$244K -$354K -8,154 -59%
SWIG
130
Strategic Wealth Investment Group
Kentucky
$242K +$1.56K +36 +0.6%
GWM
131
GSB Wealth Management
Connecticut
$232K +$35.5K +817 +18%
TA
132
TrueWealth Advisors
Alabama
$229K +$229K +5,253 New
MA
133
MUFG Americas
New York
$228K – – –
CIAS
134
Capital Investment Advisory Services
North Carolina
$220K +$45.2K +1,043 +26%
PWM
135
PBMares Wealth Management
Virginia
$218K +$12K +275 +6%
AWA
136
Artemis Wealth Advisors
New York
$207K +$207K +4,771 New
US Bancorp
137
US Bancorp
Minnesota
$207K -$14.9K -341 -7%
Stifel Financial
138
Stifel Financial
Missouri
$201K +$201K +4,621 New
PFGIA
139
Patriot Financial Group Insurance Agency
Massachusetts
$191K +$26K +598 +16%
GRP
140
Global Retirement Partners
California
$189K +$16.6K +382 +10%
IHWM
141
Iron Horse Wealth Management
Iowa
$171K -$10.5K -241 -6%
DA
142
DCM Advisors
New York
$153K -$8.67K -200 -5%
Barclays
143
Barclays
United Kingdom
$148K – – –
LWA
144
Lowe Wealth Advisors
Maryland
$108K +$56.1K +1,295 +108%
TF
145
Tompkins Financial
New York
$101K +$5.22K +120 +5%
OIA
146
Optimum Investment Advisors
Illinois
$96K -$10.9K -250 -10%
BWP
147
Baldwin Wealth Partners
Massachusetts
$87K – – –
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$83K – – –
DI
149
Disciplined Investments
Oklahoma
$78K -$2.96K -68 -4%
GWSG
150
GPS Wealth Strategies Group
Colorado
$78K +$78K +1,800 New
4 5
6
7 8