We are live on ! Find out more
PSK icon

State Street SPDR ICE Preferred Securities ETF

201 hedge funds and large institutions have $397M invested in State Street SPDR ICE Preferred Securities ETF in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 65 increasing their positions, 60 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 29

2% more funds holding

Funds holding: 197201 (+4)

2% more ownership

Funds ownership: 35.99%37.99% (+2%)

8% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 60

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

5% less capital invested

Capital invested by funds: $417M → $397M (-$20M)

Holders
201
Holders Change
+4
Holders Change %
+2.03%
% of All Funds
3.39%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
34
Increased
65
Reduced
60
Closed
29
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
RG
176
Retirement Group
California
$13K -$6.4K -177 -32%
BCMLT
177
Beacon Capital Management LLC (Tennessee)
Tennessee
$13K
BSB
178
Bangor Savings Bank
Maine
$13K +$13K +360 New
CA
179
Centerpoint Advisors
Massachusetts
$11K
TF
180
Tompkins Financial
New York
$10K
AWM
181
Accel Wealth Management
Iowa
$10K +$181 +5 +2%
CHC
182
City Holding Co
West Virginia
$9K
SPIA
183
Steward Partners Investment Advisory
New York
$9K
TIM
184
Tevis Investment Management
Texas
$9K +$8.76K +242 New
FRA
185
Front Row Advisors
California
$8K
CBT
186
CoreFirst Bank & Trust
Kansas
$8K +$8.47K +234 New
GRP
187
Global Retirement Partners
California
$7K
AF
188
Advisornet Financial
Minnesota
$6K +$36 +1 +0.6%
UWM
189
Urban Wealth Management
California
$6K +$5.79K +160 New
HI
190
Harbour Investments
Wisconsin
$6K +$5.9K +163 New
UB
191
UMB Bank
Missouri
$6K +$6.29K +174 New
CAPTRUST Financial Advisors
192
CAPTRUST Financial Advisors
North Carolina
$5K
TFA
193
Transamerica Financial Advisors
Florida
$5K +$4.27K +118 +1,686%
VVP
194
Venture Visionary Partners
Ohio
$3.58K +$3.62K +100 New
Fidelity Investments
195
Fidelity Investments
Massachusetts
$2K -$102K -2,830 -98%
Bank of Montreal
196
Bank of Montreal
Ontario, Canada
$1.85K -$18K -497 -1%
BFEC
197
Benjamin F. Edwards & Company
Missouri
$1K
LPWM
198
Lake Point Wealth Management
Texas
$1K
BRWM
199
B. Riley Wealth Management
Tennessee
$286 +$289K +7,987 New
FGAM
200
Financial Gravity Asset Management
Texas
$191 -$109 -3 -8%

PSK Hedge Fund Activity: Q2 2022 in Review

201 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR ICE Preferred Securities ETF (PSK) for Q2 2022, worth a combined $397M — down 4.8% from $417M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new PSK positions and 29 closed out — a net gain of 5 holders — while 65 added to existing stakes and 60 trimmed.

The largest buyer was PFS Investments, adding an estimated $11.4M. The largest seller was Tradewinds Capital Management, cutting an estimated $18.5M.

  • 201 institutional investors held State Street SPDR ICE Preferred Securities ETF (PSK) as of Q2 2022, up from 197 in Q1 2022.
  • Funds reported $397M of State Street SPDR ICE Preferred Securities ETF stock for Q2 2022, down 4.8% quarter-over-quarter.
  • 34 funds opened new State Street SPDR ICE Preferred Securities ETF positions in Q2 2022 and 29 closed out, a net change of +5 holders.
  • The largest State Street SPDR ICE Preferred Securities ETF buyer in Q2 2022 was PFS Investments, an estimated $11.4M added.
  • The largest State Street SPDR ICE Preferred Securities ETF seller in Q2 2022 was Tradewinds Capital Management, an estimated $18.5M sold.

Based on aggregated 13F filings for Q2 2022.