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SPDR ICE Preferred Securities ETF
PSK

Overview Fund Activity

170 hedge funds and large institutions have $350M invested in SPDR ICE Preferred Securities ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 67 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
-14
Holders Change %
-7.61%
% of All Funds
2.71%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
15
Increased
41
Reduced
67
Closed
26
Calls
$19K
Puts
$824K
Net Calls
-$805K
Net Calls Change
+$188K

Top Buyers

1
FCI
1
Financial Counselors Inc
Kansas
$39.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$15.1M
3
LPL Financial
3
LPL Financial
California
$21.6M
4
AAS
4
Ameritas Advisory Services
Nebraska
$1.78M
5
PAS
5
Park Avenue Securities
New York
$6.4M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$1.3M
2
Jane Street
2
Jane Street
New York
$739K
3
MPWT
3
MassMutual Private Wealth & Trust
Connecticut
$7.77M
4
IA
4
IFG Advisory
Georgia
$0
5
Bank of America
5
Bank of America
North Carolina
$8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCMLT
151
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.4K – – –
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$11K – – –
MFA
153
Morling Financial Advisors
California
$9.74K – – –
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$9K +$690 +21 +8%
CHC
155
City Holding Co
West Virginia
$8.11K – – –
FRA
156
Front Row Advisors
California
$6.98K – – –
SWM
157
Spire Wealth Management
Virginia
$6.95K -$64.9K -2,000 -90%
GRP
158
Global Retirement Partners
California
$6.23K -$40.4K -1,296 -87%
TFA
159
Toth Financial Advisory
Virginia
$6.01K +$6.01K +185 New
FFA
160
Founders Financial Alliance
North Carolina
$5.52K – – –
CSC
161
Caldwell Sutter Capital
California
$4.48K – – –
TFA
162
Transamerica Financial Advisors
Florida
$3K – – –
TSWM
163
Tyler-Stone Wealth Management
Ohio
$2K -$11.9K -303 -86%
DAM
164
Delta Asset Management
Tennessee
$1.82K – – –
BNP Paribas Financial Markets
165
BNP Paribas Financial Markets
France
$941 -$1.98K -61 -68%
HL
166
HeadInvest LLC
Maine
$782 +$782 +25 New
CIA
167
Cape Investment Advisory
Georgia
$487 – – –
FGAM
168
Financial Gravity Asset Management
Texas
$162 +$162 +5 New
Fidelity Investments
169
Fidelity Investments
Massachusetts
$32 +$32 +1 New
IA
170
IFG Advisory
Georgia
– -$2.48M -74,217 Closed
GM
171
GeoWealth Management
Illinois
– -$676K -20,192 Closed
GWM
172
GSB Wealth Management
Connecticut
– -$312K -9,334 Closed
OIA
173
OneDigital Investment Advisors
Kansas
– -$304K -9,079 Closed
DI
174
DFPG Investments
Utah
– -$287K -8,580 Closed
FFA
175
Fragasso Financial Advisors
Pennsylvania
– -$231K -6,913 Closed
4 5 6
7
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