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SPDR ICE Preferred Securities ETF
PSK

Overview Fund Activity

208 hedge funds and large institutions have $651M invested in SPDR ICE Preferred Securities ETF in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 94 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
–
Holders Change %
0%
% of All Funds
3.65%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
19
Increased
94
Reduced
49
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$44.5M
2
GG
2
Golden Green
South Carolina
$2.64M
3
LPL Financial
3
LPL Financial
California
$27.8M
4
PI
4
PFS Investments
Georgia
$19.4M
5
DJSG
5
D.J. St. Germain
Massachusetts
$21.5M

Top Sellers

1
AF
1
Allworth Financial
California
$7.66M
2
SDAM
2
Shulman DeMeo Asset Management
New York
$0
3
TCWA
3
Ten Capital Wealth Advisors
Washington
$710K
4
TCM
4
Tradewinds Capital Management
Washington
$24.7M
5
MWPCG
5
Measured Wealth Private Client Group
New Hampshire
$1.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
126
M&T Bank
New York
$356K – – –
PJSIMP
127
P.J. Schmidt Investment Management (PJS)
Wisconsin
$351K – – –
CIAS
128
Capital Investment Advisory Services
North Carolina
$345K +$57.6K +1,326 +20%
OIA
129
OneDigital Investment Advisors
Kansas
$344K – – –
AAP
130
Arax Advisory Partners
Colorado
$330K -$175K -4,012 -35%
EL
131
Essex LLC
Illinois
$326K +$326K +7,494 New
DE
132
Day & Ennis
Georgia
$315K – – –
MFA
133
Mayflower Financial Advisors
Massachusetts
$314K – – –
LWA
134
Lowe Wealth Advisors
Maryland
$314K +$151K +3,478 +93%
RIA
135
Regal Investment Advisors
Michigan
$313K +$14.5K +334 +5%
APA
136
American Portfolios Advisors
New York
$307K -$58.3K -1,342 -16%
IIA
137
IPG Investment Advisors
California
$298K +$36.9K +850 +14%
NB
138
NBT Bank
New York
$290K +$15.9K +365 +6%
GI
139
Gradient Investments
Minnesota
$286K -$1.48K -34 -0.5%
SG
140
StoneX Group
New York
$278K +$11.8K +270 +4%
WCA
141
Westover Capital Advisors
Delaware
$269K – – –
ML
142
McAdam LLC
Pennsylvania
$269K +$1.69K +39 +0.6%
MGIA
143
Matthew Goff Investment Advisor
Texas
$267K – – –
SAM
144
SignalPoint Asset Management
Missouri
$256K -$25.2K -580 -9%
CA
145
CGN Advisors
Kansas
$256K -$6.6K -152 -3%
CSIC
146
Clifford Swan Investment Counsel
California
$256K – – –
OC
147
Oppenheimer & Co
New York
$251K -$1.95M -44,825 -89%
SWIG
148
Strategic Wealth Investment Group
Kentucky
$244K -$695 -16 -0.3%
AWA
149
Artemis Wealth Advisors
New York
$236K +$2.56K +59 +1%
BCM
150
Bluefin Capital Management
New York
$236K +$236K +5,436 New
4 5
6
7 8