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

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$15.1M
2
DF
Donoghue Forlines
Massachusetts
$0
3
DJSG
D.J. St. Germain
Massachusetts
$3.44M
4
TCM
Tradewinds Capital Management
Washington
$10.5M
5
MML Investors Services
MML Investors Services
Massachusetts
$2.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
126
Advisornet Financial
Minnesota
$416K – – –
BRWA
127
B. Riley Wealth Advisors
Florida
$410K -$26.6K -619 -6%
PJSIMP
128
P.J. Schmidt Investment Management (PJS)
Wisconsin
$401K +$67K +1,623 +20%
FI
129
Financial Insights
Washington
$385K -$21.5K -500 -5%
GWM
130
GSB Wealth Management
Connecticut
$384K +$384K +8,941 New
DADC
131
D.A. Davidson & Co
Montana
$376K +$376K +8,772 New
HSA
132
HBK Sorce Advisory
Pennsylvania
$367K – – –
CIAS
133
Capital Investment Advisory Services
North Carolina
$352K +$11K +255 +3%
M&T Bank
134
M&T Bank
New York
$351K – – –
CWM
135
Collaborative Wealth Management
Florida
$348K +$348K +8,103 New
ML
136
McAdam LLC
Pennsylvania
$345K +$78.9K +1,837 +30%
OIA
137
OneDigital Investment Advisors
Kansas
$340K – – –
RIA
138
Regal Investment Advisors
Michigan
$337K +$27.8K +649 +9%
SWM
139
Spire Wealth Management
Virginia
$326K +$301K +7,015 +1,193%
KWA
140
KCS Wealth Advisory
California
$324K -$417K -9,725 -56%
AAP
141
Arax Advisory Partners
Colorado
$319K -$6.78K -158 -2%
EL
142
Essex LLC
Illinois
$318K -$3.35K -78 -1%
LWA
143
Lowe Wealth Advisors
Maryland
$310K – – –
ARC
144
Advisor Resource Council
Texas
$309K +$309K +7,210 New
APA
145
American Portfolios Advisors
New York
$304K +$644 +15 +0.2%
NB
146
NBT Bank
New York
$286K – – –
GI
147
Gradient Investments
Minnesota
$282K +$514 +12 +0.2%
BFG
148
Baron Financial Group
New Jersey
$277K -$495K -11,530 -64%
MFA
149
Mayflower Financial Advisors
Massachusetts
$271K -$40.3K -940 -13%
GWM
150
Geneos Wealth Management
Colorado
$257K -$852K -19,915 -77%
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6
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