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SPDR ICE Preferred Securities ETF
PSK

Overview Fund Activity

199 hedge funds and large institutions have $393M invested in SPDR ICE Preferred Securities ETF in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 65 increasing their positions, 62 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+5
Holders Change %
+2.58%
% of All Funds
3.21%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
40
Increased
65
Reduced
62
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$16.5M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$7.01M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.03M
4
Wells Fargo
Wells Fargo
California
$20.8M
5
SA
Shilanski & Associates
Alaska
$3.04M

Top Sellers

1
PFS
Prospera Financial Services
Texas
$238K
2
RA
RFG Advisory
Alabama
$0
3
SAS
Sage Advisory Services
Texas
$13M
4
First Trust Advisors
First Trust Advisors
Illinois
$0
5
TFA
Transamerica Financial Advisors
Florida
$3K
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
126
Geneos Wealth Management
Colorado
$212K +$39.5K +1,205 +23%
GAM
127
Gould Asset Management
California
$205K +$205K +6,255 New
HAG
128
HF Advisory Group
Maryland
$205K +$205K +6,234 New
SWIG
129
Strategic Wealth Investment Group
Kentucky
$203K +$203K +5,677 New
CM
130
Cercano Management
Washington
$194K +$194K +5,912 New
DI
131
Disciplined Investments
Oklahoma
$186K -$6.4K -195 -3%
TCM
132
Tradewinds Capital Management
Washington
$175K -$175K -5,339 -50%
GI
133
Gradient Investments
Minnesota
$148K -$77.1K -2,350 -34%
RIA
134
Realta Investment Advisors
Delaware
$126K +$492 +15 +0.4%
LC
135
Lindbrook Capital
California
$120K – – –
WAM
136
Worth Asset Management
Texas
$109K -$3.28K -100 -3%
WOSD
137
WFA of San Diego
California
$102K +$102K +3,119 New
IHWM
138
Iron Horse Wealth Management
Iowa
$95K +$74.8K +2,280 +371%
FHA
139
First Horizon Advisors
Tennessee
$84.1K +$5.15K +157 +7%
GJIA
140
Glass Jacobson Investment Advisors
Maryland
$75.3K +$75.3K +2,295 New
JFG
141
JDM Financial Group
Texas
$71.1K +$71.1K +2,165 New
BWM
142
Baystate Wealth Management
Massachusetts
$66K – – –
MCC
143
Money Concepts Capital
Florida
$65.5K +$46.9K +1,430 +252%
PP
144
Prudential plc
United Kingdom
$59.1K – – –
National Bank of Canada
145
National Bank of Canada
Quebec, Canada
$56.2K +$26.7K +815 +91%
BWP
146
Baldwin Wealth Partners
Massachusetts
$53.3K +$53.3K +1,625 New
SA
147
SRH Advisors
Kansas
$53K – – –
TLA
148
Tanglewood Legacy Advisors
Texas
$52.5K +$52.5K +1,601 New
CBT
149
CoreFirst Bank & Trust
Kansas
$52.5K +$6.37K +194 +14%
IA
150
IFP Advisors
Florida
$49K -$84.5K -1,690 -63%
4 5
6
7 8