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SPDR ICE Preferred Securities ETF
PSK

Overview Fund Activity

208 hedge funds and large institutions have $651M invested in SPDR ICE Preferred Securities ETF in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 94 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
–
Holders Change %
0%
% of All Funds
3.65%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
19
Increased
94
Reduced
49
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$44.5M
2
GG
2
Golden Green
South Carolina
$2.64M
3
LPL Financial
3
LPL Financial
California
$27.8M
4
PI
4
PFS Investments
Georgia
$19.4M
5
DJSG
5
D.J. St. Germain
Massachusetts
$21.5M

Top Sellers

1
AF
1
Allworth Financial
California
$7.66M
2
SDAM
2
Shulman DeMeo Asset Management
New York
$0
3
TCWA
3
Ten Capital Wealth Advisors
Washington
$710K
4
TCM
4
Tradewinds Capital Management
Washington
$24.7M
5
MWPCG
5
Measured Wealth Private Client Group
New Hampshire
$1.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
176
Marquette Asset Management
Minnesota
$29K – – –
CFD
177
Creative Financial Designs
Indiana
$26K – – –
SWM
178
Spire Wealth Management
Virginia
$26K +$13K +295 +101%
SIM
179
Sonora Investment Management
Arizona
$25K +$25K +585 New
Koshinski Asset Management
180
Koshinski Asset Management
Illinois
$24.3K +$24.3K +560 New
FFA
181
Founders Financial Alliance
North Carolina
$24K +$699 +16 +3%
CAPTRUST Financial Advisors
182
CAPTRUST Financial Advisors
North Carolina
$24K +$24K +550 New
FDCDDQ
183
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23K – – –
RG
184
Retirement Group
California
$23K +$171 +4 +0.8%
DWP
185
Destiny Wealth Partners
Florida
$23K +$23K +534 New
SIC
186
Salem Investment Counselors
North Carolina
$22K – – –
HNB
187
Huntington National Bank
Ohio
$21K -$24K – –
RFA
188
Reilly Financial Advisors
California
$21K – – –
TFA
189
Transamerica Financial Advisors
Florida
$21K +$87 +2 +0.4%
GFPC
190
Global Financial Private Client
Florida
$21K +$43 +1 +0.2%
TFA
191
Toth Financial Advisory
Virginia
$20K +$20K +451 New
William Blair & Company
192
William Blair & Company
Illinois
$19K -$37.6K -850 -66%
PGAM
193
Princeton Global Asset Management
New Jersey
$19K – – –
IA
194
IFP Advisors
Florida
$19K +$2.25K +43 +13%
Citigroup
195
Citigroup
New York
$17K -$315K -7,400 -95%
AWA
196
Arkadios Wealth Advisors
Georgia
$14K – – –
KPCM
197
Kings Point Capital Management
New York
$13K – – –
CHC
198
City Holding Co
West Virginia
$11K – – –
AWM
199
Accel Wealth Management
Iowa
$11K +$167 +4 +2%
SPIA
200
Steward Partners Investment Advisory
New York
$11K +$3.37K +78 +44%
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8
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