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SPDR ICE Preferred Securities ETF
PSK

Overview Fund Activity

197 hedge funds and large institutions have $417M invested in SPDR ICE Preferred Securities ETF in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 68 increasing their positions, 74 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
-31
Holders Change %
-13.6%
% of All Funds
3.12%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
22
Increased
68
Reduced
74
Closed
47
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TCM
1
Tradewinds Capital Management
Washington
$20.4M
2
PWM
2
Peterson Wealth Management
Nevada
$6.35M
3
WAP
3
Wealthcare Advisory Partners
Pennsylvania
$3.17M
4
FLPIM
4
F.L. Putnam Investment Management
Massachusetts
$29.2M
5
ML
5
McAdam LLC
Pennsylvania
$1.4M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$14.2M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$14.5M
3
NC
3
NewSquare Capital
Pennsylvania
$36K
4
Wells Fargo
4
Wells Fargo
California
$30.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWMG
151
DB Wealth Management Group
California
$49K +$41.2K +1,049 +525%
IA
152
IFP Advisors
Florida
$48K +$30.8K +633 +179%
PA
153
PSI Advisors
Florida
$46K -$1.31M -33,399 -97%
JEST
154
JTC Employer Solutions Trustee
Jersey
$45K – – –
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$43K -$4.3K -111 -9%
OHWP
156
Oak Harbor Wealth Partners
North Carolina
$43K – – –
NFSG
157
Newbridge Financial Services Group
Florida
$43K +$311 +8 +0.7%
NC
158
NewSquare Capital
Pennsylvania
$36K -$8.03M -204,020 -100%
National Bank of Canada
159
National Bank of Canada
Quebec, Canada
$35K – – –
JGIA
160
Jackson Grant Investment Advisers
Connecticut
$33K +$315 +8 +1%
TIM
161
Tortoise Investment Management
New York
$31K +$31K +800 New
RIM
162
Rockbridge Investment Management
New York
$29.6K – – –
MAM
163
Marquette Asset Management
Minnesota
$26K – – –
Citigroup
164
Citigroup
New York
$22K +$230 +6 +1%
RG
165
Retirement Group
California
$21K +$116 +3 +0.6%
FDCDDQ
166
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.7K – – –
WWP
167
WR Wealth Planners
Missouri
$20.1K +$20.1K +516 New
CFD
168
Creative Financial Designs
Indiana
$20K -$4.18K -105 -17%
Creative Planning
169
Creative Planning
Kansas
$18K -$754K -19,809 -98%
GFPC
170
Global Financial Private Client
Florida
$17.4K -$18K -466 -51%
William Blair & Company
171
William Blair & Company
Illinois
$17K -$44.8K -1,134 -73%
PGAM
172
Princeton Global Asset Management
New Jersey
$17K – – –
PP
173
PFS Partners
New Jersey
$16.6K +$6.79K +174 +69%
SIC
174
Salem Investment Counselors
North Carolina
$16K -$4.39K -110 -22%
BCMLT
175
Beacon Capital Management LLC (Tennessee)
Tennessee
$13K +$13K +340 New
5 6
7
8 9