PSK icon

SPDR ICE Preferred Securities ETF
PSK

Overview Fund Activity

199 hedge funds and large institutions have $393M invested in SPDR ICE Preferred Securities ETF in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 65 increasing their positions, 62 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+5
Holders Change %
+2.58%
% of All Funds
3.21%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
40
Increased
65
Reduced
62
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$16.5M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$7.01M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.03M
4
Wells Fargo
Wells Fargo
California
$20.8M
5
SA
Shilanski & Associates
Alaska
$3.04M

Top Sellers

1
PFS
Prospera Financial Services
Texas
$238K
2
RA
RFG Advisory
Alabama
$0
3
SAS
Sage Advisory Services
Texas
$13M
4
First Trust Advisors
First Trust Advisors
Illinois
$0
5
TFA
Transamerica Financial Advisors
Florida
$3K
Name Holding Trade Value Shares
Change 		Shares
Change %
HGERS
201
Householder Group Estate & Retirement Specialist
Arizona
– -$1.05M -30,152 Closed
Betterment LLC
202
Betterment LLC
New York
– -$824K -22,996 Closed
BJL
203
Brighton Jones LLC
Washington
– -$455K -13,038 Closed
AWG
204
Altus Wealth Group
Colorado
– -$519K -11,948 Closed
SI
205
Stephens Inc
Arkansas
– -$347K -9,946 Closed
KWA
206
KCS Wealth Advisory
California
– -$335K -9,599 Closed
RRWA
207
Rainey & Randall Wealth Advisors
Florida
– -$302K -8,664 Closed
MFG
208
Merit Financial Group
Georgia
– -$299K -8,567 Closed
WCM
209
Windsor Capital Management
Arizona
– -$298K -8,556 Closed
HCM
210
Hengehold Capital Management
Ohio
– -$277K -7,939 Closed
SFPG
211
Stonebridge Financial Planning Group
Florida
– -$252K -7,240 Closed
Wealthfront Advisers
212
Wealthfront Advisers
California
– -$228K -6,545 Closed
EL
213
Essex LLC
Illinois
– -$218K -6,262 Closed
NB
214
NBT Bank
New York
– -$209K -6,005 Closed
SAM
215
SignalPoint Asset Management
Missouri
– -$208K -5,975 Closed
CSIC
216
Clifford Swan Investment Counsel
California
– -$206K -5,913 Closed
FTUS
217
Flow Traders U.S.
New York
– -$200K -5,749 Closed
MA
218
MUFG Americas
New York
– -$183K -5,255 Closed
DWMG
219
DB Wealth Management Group
California
– -$44K -1,249 Closed
NC
220
NewSquare Capital
Pennsylvania
– -$42K -1,200 Closed
OHWP
221
Oak Harbor Wealth Partners
North Carolina
– -$38K -1,100 Closed
OPW
222
Oxler Private Wealth
New York
– -$102K -900 Closed
JGIA
223
Jackson Grant Investment Advisers
Connecticut
– -$30K -864 Closed
PMFA
224
Plante Moran Financial Advisors
Michigan
– -$20K -582 Closed
GWSG
225
GPS Wealth Strategies Group
Colorado
– -$17K -483 Closed
6 7 8
9
10