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State Street SPDR ICE Preferred Securities ETF

166 hedge funds and large institutions have $344M invested in State Street SPDR ICE Preferred Securities ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 40 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 40

10% more capital invested

Capital invested by funds: $312M → $344M (+$31.7M)

4.95% more ownership

Funds ownership: 37.99%42.94% (+4.9%)

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 167166 (-1)

Holders
166
Holders Change
-1
Holders Change %
-0.6%
% of All Funds
2.4%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
24
Increased
62
Reduced
40
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TLA
126
Tanglewood Legacy Advisors
Texas
$54.3K
Jones Financial Companies
127
Jones Financial Companies
Missouri
$53.6K +$33K +978 +163%
HCP
128
Hexagon Capital Partners
Arkansas
$48.7K
JFG
129
JDM Financial Group
Texas
$45.8K
CA
130
CoreCap Advisors
Michigan
$45.1K -$2.13K -63 -5%
PA
131
PSI Advisors
Florida
$40K
GWSG
132
GPS Wealth Strategies Group
Colorado
$33.1K -$10.5K -310 -24%
AAG
133
Armstrong Advisory Group
Massachusetts
$29.7K
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$27K +$371 +11 +1%
SSB
135
Sandy Spring Bank
Maryland
$25.4K +$25.3K +749 New
PFBT
136
Parkside Financial Bank & Trust
Missouri
$23.5K -$50.9K -1,507 -69%
CA
137
Clearstead Advisors
Ohio
$19.4K +$19.3K +573 New
FHA
138
First Horizon Advisors
Tennessee
$17.9K +$270 +8 +2%
RIA
139
Realta Investment Advisors
Delaware
$17.5K -$18.4K -545 -51%
WT
140
Washington Trust
Rhode Island
$16.6K +$16.5K +490 New
National Bank of Canada
141
National Bank of Canada
Quebec, Canada
$15.1K
SPIA
142
Steward Partners Investment Advisory
New York
$14K -$34 -1 -0.2%
RI
143
Ridgewood Investments
New Jersey
$13.9K +$13.8K +408 New
HNB
144
Huntington National Bank
Ohio
$13.3K
GRP
145
Global Retirement Partners
California
$13.2K +$13.2K +390 New
CIAS
146
Capital Investment Advisory Services
North Carolina
$12.5K
MWM
147
MGB Wealth Management
Texas
$11.6K
BWP
148
Baldwin Wealth Partners
Massachusetts
$11K
IA
149
IFP Advisors
Florida
$10.5K
Citigroup
150
Citigroup
New York
$10.2K -$6.52K -193 -39%

PSK Hedge Fund Activity: Q2 2024 in Review

166 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR ICE Preferred Securities ETF (PSK) for Q2 2024, worth a combined $344M — up 10% from $312M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PSK positions and 22 closed out — a net gain of 2 holders — while 62 added to existing stakes and 40 trimmed.

The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $19.9M. The largest seller was Mariner, cutting an estimated $9.21M.

  • 166 institutional investors held State Street SPDR ICE Preferred Securities ETF (PSK) as of Q2 2024, down from 167 in Q1 2024.
  • Funds reported $344M of State Street SPDR ICE Preferred Securities ETF stock for Q2 2024, up 10% quarter-over-quarter.
  • 24 funds opened new State Street SPDR ICE Preferred Securities ETF positions in Q2 2024 and 22 closed out, a net change of +2 holders.
  • The largest State Street SPDR ICE Preferred Securities ETF buyer in Q2 2024 was Bank of New York Mellon, an estimated $19.9M added.
  • The largest State Street SPDR ICE Preferred Securities ETF seller in Q2 2024 was Mariner, an estimated $9.21M sold.

Based on aggregated 13F filings for Q2 2024.