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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
Morgan Stanley
1
Morgan Stanley
New York
$37M +$6.24M +180,514 +19%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$34.5M -$189K -5,480 -0.5%
Wells Fargo
3
Wells Fargo
California
$28.1M +$1.15M +33,227 +4%
SOWBOCOPL
4
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$27.7M
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$26.5M +$941K +27,222 +4%
LPL Financial
6
LPL Financial
California
$19.6M -$312K -9,028 -1%
FLPIM
7
F.L. Putnam Investment Management
Massachusetts
$18.9M +$1.01M +29,243 +5%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$16.5M +$335K +9,676 +2%
APWA
9
Atlas Private Wealth Advisors
New Jersey
$15.2M +$487K +14,090 +3%
PAS
10
Park Avenue Securities
New York
$13.8M +$1.7M +49,045 +13%
TCM
11
Tradewinds Capital Management
Washington
$10.2M -$810K -23,436 -7%
CBT
12
Crews Bank & Trust
Florida
$9.59M +$10.1M +290,655 New
UBS Group
13
UBS Group
Switzerland
$8.98M +$386K +11,151 +4%
Bank of America
14
Bank of America
North Carolina
$8.35M +$1.57M +45,296 +22%
DJSG
15
D.J. St. Germain
Massachusetts
$7.7M +$3.62M +104,560 +81%
Raymond James Financial
16
Raymond James Financial
Florida
$7.7M +$8.08M +233,529 New
NC
17
NewSquare Capital
Pennsylvania
$7.53M +$32K +925 +0.4%
Lido Advisors
18
Lido Advisors
California
$7.34M -$236K -6,829 -3%
BIA
19
Barry Investment Advisors
Massachusetts
$6.81M -$1.26M -36,523 -15%
Truist Financial
20
Truist Financial
North Carolina
$6.77M -$874K -25,267 -11%
FCI
21
Financial Counselors Inc
Kansas
$6.5M -$619K -17,902 -8%
SAS
22
Sage Advisory Services
Texas
$5.96M -$496K -14,356 -7%
AF
23
Allworth Financial
California
$5.49M -$198K -5,732 -3%
LRWA
24
Long Run Wealth Advisors
New York
$5.43M +$456K +13,198 +9%
SIS
25
Sound Income Strategies
Florida
$5.17M +$231K +6,684 +4%

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.