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SPDR ICE Preferred Securities ETF
PSK

Overview Fund Activity

180 hedge funds and large institutions have $476M invested in SPDR ICE Preferred Securities ETF in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+7
Holders Change %
+4.05%
% of All Funds
2.4%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
29
Increased
64
Reduced
52
Closed
18
Calls
$129K
Puts
–
Net Calls
+$129K
Net Calls Change
+$129K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$37M
2
BlackRock
2
BlackRock
New York
$4.05M
3
ZIM
3
Zacks Investment Management
Illinois
$3.72M
4
DJSG
4
D.J. St. Germain
Massachusetts
$7.7M
5
GM
5
GeoWealth Management
Illinois
$2.89M

Top Sellers

1
BIA
1
Barry Investment Advisors
Massachusetts
$6.81M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$3.08M
3
Truist Financial
3
Truist Financial
North Carolina
$6.77M
4
TCM
4
Tradewinds Capital Management
Washington
$10.2M
5
SF
5
Synovus Financial
Georgia
$680K
Name Holding Trade Value Shares
Change 		Shares
Change %
HIS
126
Harvest Investment Services
Illinois
$221K +$221K +6,700 New
IAA
127
Independent Advisor Alliance
North Carolina
$219K +$219K +6,653 New
1WM
128
1900 Wealth Management
Texas
$205K +$297 +9 +0.1%
FWP
129
Falcon Wealth Planning
California
$204K -$294K -8,910 -59%
Citadel Advisors
130
Citadel Advisors
Florida
$171K +$171K +5,192 New
HGERS
131
Householder Group Estate & Retirement Specialist
Arizona
$160K -$38.6K -1,174 -19%
KFI
132
Key Financial Inc
Pennsylvania
$139K -$56.4K -1,710 -29%
LWA
133
Lowe Wealth Advisors
Maryland
$117K – – –
PA
134
Parallel Advisors
California
$90.9K – – –
SS
135
Sunbelt Securities
Texas
$75.8K – – –
IHWM
136
Iron Horse Wealth Management
Iowa
$72.7K -$330 -10 -0.5%
VWWMG
137
Vermillion & White Wealth Management Group
Pennsylvania
$72.2K +$528 +16 +0.7%
DSC
138
Duncker Streett & Co
Missouri
$66K – – –
PP
139
Prudential plc
United Kingdom
$59.4K – – –
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$55K +$29.1K +880 +113%
SA
141
SRH Advisors
Kansas
$53.4K – – –
TLA
142
Tanglewood Legacy Advisors
Texas
$52.8K – – –
HCP
143
Hexagon Capital Partners
Arkansas
$47.4K – – –
CA
144
CoreCap Advisors
Michigan
$44.8K +$957 +29 +2%
JFG
145
JDM Financial Group
Texas
$44.5K – – –
PA
146
PSI Advisors
Florida
$38.9K – – –
MCM
147
MAI Capital Management
Ohio
$37.9K +$37.9K +1,149 New
CPG
148
Cornerstone Planning Group
New Jersey
$36.8K +$374 +11 +1%
Qube Research & Technologies (QRT)
149
Qube Research & Technologies (QRT)
United Kingdom
$36.4K -$4.98K -151 -12%
RWM
150
Rialto Wealth Management
New York
$35.9K +$35.9K +1,087 New
4 5
6
7 8