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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
RWM
151
Rialto Wealth Management
New York
$35.9K +$37.6K +1,087 New
TWM
152
Topsail Wealth Management
North Carolina
$31.3K +$32.9K +950 New
AAG
153
Armstrong Advisory Group
Massachusetts
$28.9K
PFBT
154
Parkside Financial Bank & Trust
Missouri
$22.9K
CA
155
Clearstead Advisors
Ohio
$21K +$2.21K +64 +11%
VWM
156
Vermillion Wealth Management
Minnesota
$21K +$22K +636 New
AWM
157
AE Wealth Management
Kansas
$20.6K +$21.6K +624 New
National Bank of Canada
158
National Bank of Canada
Quebec, Canada
$14.8K
HNB
159
Huntington National Bank
Ohio
$12.9K
IA
160
IFP Advisors
Florida
$12.5K +$2.35K +68 +22%
CIAS
161
Capital Investment Advisory Services
North Carolina
$12.1K
MWM
162
MGB Wealth Management
Texas
$11.2K
Citigroup
163
Citigroup
New York
$9.9K
WT
164
Washington Trust
Rhode Island
$8.28K -$8.26K -239 -49%
GRP
165
Global Retirement Partners
California
$7.55K -$5.57K -161 -41%
FRA
166
Front Row Advisors
California
$7.09K
VFM
167
Vision Financial Markets
Connecticut
$4.63K +$4.88K +141 New
CSC
168
Caldwell Sutter Capital
California
$4.55K
GWSG
169
GPS Wealth Strategies Group
Colorado
$3.4K -$29.9K -866 -89%
CAL
170
Capital Analysts LLC
Pennsylvania
$3K
AssetMark Inc
171
AssetMark Inc
California
$2.24K
FNWA
172
Financial Network Wealth Advisors
Utah
$1.89K
DAM
173
Delta Asset Management
Tennessee
$1.85K
CFD
174
Creative Financial Designs
Indiana
$1.81K
WAG
175
Wiser Advisor Group
Arizona
$1.12K

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.