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State Street SPDR ICE Preferred Securities ETF

199 hedge funds and large institutions have $393M invested in State Street 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

21% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 33

3% more funds holding

Funds holding: 194199 (+5)

2.28% more ownership

Funds ownership: 38.4%40.67% (+2.3%)

5% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 62

3% more capital invested

Capital invested by funds: $380M → $393M (+$12.8M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
199
Holders Change
+5
Holders Change %
+2.58%
% of All Funds
3.2%
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
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
126
Geneos Wealth Management
Colorado
$212K +$40.6K +1,205 +23%
GAM
127
Gould Asset Management
California
$205K +$211K +6,255 New
HAG
128
HF Advisory Group
Maryland
$205K +$210K +6,234 New
SWIG
129
Strategic Wealth Investment Group
Kentucky
$203K +$191K +5,677 New
CM
130
Cercano Management
Washington
$194K +$199K +5,912 New
DI
131
Disciplined Investments
Oklahoma
$186K -$6.58K -195 -3%
TCM
132
Tradewinds Capital Management
Washington
$175K -$180K -5,339 -50%
GI
133
Gradient Investments
Minnesota
$148K -$79.2K -2,350 -34%
RIA
134
Realta Investment Advisors
Delaware
$126K +$506 +15 +0.4%
LC
135
Lindbrook Capital
California
$120K
WAM
136
Worth Asset Management
Texas
$109K -$3.37K -100 -3%
WOSD
137
WFA of San Diego
California
$102K +$105K +3,119 New
IHWM
138
Iron Horse Wealth Management
Iowa
$95K +$76.9K +2,280 +371%
FHA
139
First Horizon Advisors
Tennessee
$84.1K +$5.29K +157 +7%
GJIA
140
Glass Jacobson Investment Advisors
Maryland
$75.3K +$77.4K +2,295 New
JFG
141
JDM Financial Group
Texas
$71.1K +$73K +2,165 New
BWM
142
Baystate Wealth Management
Massachusetts
$66K
MCC
143
Money Concepts Capital
Florida
$65.5K +$48.2K +1,430 +252%
PP
144
Prudential plc
United Kingdom
$59.1K
National Bank of Canada
145
National Bank of Canada
Quebec, Canada
$56.2K +$27.5K +815 +91%
BWP
146
Baldwin Wealth Partners
Massachusetts
$53.3K +$54.8K +1,625 New
SA
147
SRH Advisors
Kansas
$53K
TLA
148
Tanglewood Legacy Advisors
Texas
$52.5K +$54K +1,601 New
CBT
149
CoreFirst Bank & Trust
Kansas
$52.5K +$6.54K +194 +14%
IA
150
IFP Advisors
Florida
$49K -$57K -1,690 -63%

PSK Hedge Fund Activity: Q4 2022 in Review

199 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR ICE Preferred Securities ETF (PSK) for Q4 2022, worth a combined $393M — up 3.4% from $380M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new PSK positions and 33 closed out — a net gain of 7 holders — while 65 added to existing stakes and 62 trimmed.

The largest buyer was Bank of America, adding an estimated $7.31M. The largest seller was Prospera Financial Services, cutting an estimated $5.67M.

  • 199 institutional investors held State Street SPDR ICE Preferred Securities ETF (PSK) as of Q4 2022, up from 194 in Q3 2022.
  • Funds reported $393M of State Street SPDR ICE Preferred Securities ETF stock for Q4 2022, up 3.4% quarter-over-quarter.
  • 40 funds opened new State Street SPDR ICE Preferred Securities ETF positions in Q4 2022 and 33 closed out, a net change of +7 holders.
  • The largest State Street SPDR ICE Preferred Securities ETF buyer in Q4 2022 was Bank of America, an estimated $7.31M added.
  • The largest State Street SPDR ICE Preferred Securities ETF seller in Q4 2022 was Prospera Financial Services, an estimated $5.67M sold.

Based on aggregated 13F filings for Q4 2022.