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State Street SPDR ICE Preferred Securities ETF

181 hedge funds and large institutions have $476M invested in State Street SPDR ICE Preferred Securities ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 64 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

23% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 52

5.36% more ownership

Funds ownership: 48.24%53.6% (+5.4%)

5% more funds holding

Funds holding: 173181 (+8)

3% more capital invested

Capital invested by funds: $461M → $476M (+$15.3M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
181
Holders Change
+8
Holders Change %
+4.62%
% of All Funds
2.38%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
30
Increased
64
Reduced
52
Closed
18
Calls
$129K
Puts
Net Calls
+$129K
Net Calls Change
+$129K
Name Holding Trade Value Shares
Change
Change in
Stake
RA
126
RFG Advisory
Alabama
$221K +$232K +6,708 New
HIS
127
Harvest Investment Services
Illinois
$221K +$232K +6,700 New
IAA
128
Independent Advisor Alliance
North Carolina
$219K +$230K +6,653 New
1WM
129
1900 Wealth Management
Texas
$205K +$311 +9 +0.1%
FWP
130
Falcon Wealth Planning
California
$204K -$308K -8,910 -59%
Citadel Advisors
131
Citadel Advisors
Florida
$171K +$180K +5,192 New
HGERS
132
Householder Group Estate & Retirement Specialist
Arizona
$160K -$40.6K -1,174 -19%
KFI
133
Key Financial Inc
Pennsylvania
$139K -$59.1K -1,710 -29%
LWA
134
Lowe Wealth Advisors
Maryland
$117K
PA
135
Parallel Advisors
California
$90.9K
SS
136
Sunbelt Securities
Texas
$75.8K
IHWM
137
Iron Horse Wealth Management
Iowa
$72.7K -$346 -10 -0.5%
VWWMG
138
Vermillion & White Wealth Management Group
Pennsylvania
$72.2K +$553 +16 +0.7%
DSC
139
Duncker Streett & Co
Missouri
$66K
PP
140
Prudential plc
United Kingdom
$59.4K
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$55K +$30.4K +880 +113%
SA
142
SRH Advisors
Kansas
$53.4K
TLA
143
Tanglewood Legacy Advisors
Texas
$52.8K
HCP
144
Hexagon Capital Partners
Arkansas
$47.4K
CA
145
CoreCap Advisors
Michigan
$44.8K +$1K +29 +2%
JFG
146
JDM Financial Group
Texas
$44.5K
PA
147
PSI Advisors
Florida
$38.9K
MCM
148
MAI Capital Management
Ohio
$37.9K +$39.7K +1,149 New
CPG
149
Cornerstone Planning Group
New Jersey
$36.8K +$380 +11 +1%
Qube Research & Technologies (QRT)
150
Qube Research & Technologies (QRT)
United Kingdom
$36.4K -$5.22K -151 -12%

PSK Hedge Fund Activity: Q4 2024 in Review

181 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR ICE Preferred Securities ETF (PSK) for Q4 2024, worth a combined $476M — up 3.3% from $461M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new PSK positions and 18 closed out — a net gain of 12 holders — while 64 added to existing stakes and 52 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.24M. The largest seller was Barry Investment Advisors, cutting an estimated $1.26M.

  • 181 institutional investors held State Street SPDR ICE Preferred Securities ETF (PSK) as of Q4 2024, up from 173 in Q3 2024.
  • Funds reported $476M of State Street SPDR ICE Preferred Securities ETF stock for Q4 2024, up 3.3% quarter-over-quarter.
  • 30 funds opened new State Street SPDR ICE Preferred Securities ETF positions in Q4 2024 and 18 closed out, a net change of +12 holders.
  • The largest State Street SPDR ICE Preferred Securities ETF buyer in Q4 2024 was Morgan Stanley, an estimated $6.24M added.
  • The largest State Street SPDR ICE Preferred Securities ETF seller in Q4 2024 was Barry Investment Advisors, an estimated $1.26M sold.

Based on aggregated 13F filings for Q4 2024.