PSK icon

SPDR ICE Preferred Securities ETF
PSK

Overview Fund Activity

165 hedge funds and large institutions have $455M invested in SPDR ICE Preferred Securities ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 58 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
-4
Holders Change %
-2.37%
% of All Funds
2.21%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
58
Reduced
59
Closed
16
Calls
$238K
Puts
–
Net Calls
+$238K
Net Calls Change
+$140K

Top Buyers

1
Wells Fargo
Wells Fargo
California
$55.3M
2
ZIM
Zacks Investment Management
Illinois
$3.44M
3
Lido Advisors
Lido Advisors
California
$8.91M
4
SAS
Sage Advisory Services
Texas
$10.5M
5
Citadel Advisors
Citadel Advisors
Florida
$1.6M

Top Sellers

1
FLPIM
F.L. Putnam Investment Management
Massachusetts
$605K
2
FCI
Financial Counselors Inc
Kansas
$0
3
Morgan Stanley
Morgan Stanley
New York
$37.1M
4
BIA
Barry Investment Advisors
Massachusetts
$3.31M
5
DJSG
D.J. St. Germain
Massachusetts
$5.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$55.3M +$24.9M +784,158 +82%
Morgan Stanley
2
Morgan Stanley
New York
$37.1M -$6.24M -196,623 -14%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$34.8M -$496K -15,612 -1%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$29.6M -$1.7M -53,652 -5%
SOWBOCOPL
5
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$26.7M – – –
CFG
6
CNO Financial Group
Indiana
$22.2M – – –
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$18.5M +$487K +15,335 +3%
LPL Financial
8
LPL Financial
California
$15.8M -$2.05M -64,504 -12%
PAS
9
Park Avenue Securities
New York
$14.7M -$40.8K -1,285 -0.3%
APWA
10
Atlas Private Wealth Advisors
New Jersey
$11.7M -$222K -6,993 -2%
SAS
11
Sage Advisory Services
Texas
$10.5M +$1.78M +56,040 +20%
Raymond James Financial
12
Raymond James Financial
Florida
$9.71M +$681K +21,450 +8%
CBT
13
Crews Bank & Trust
Florida
$9.11M -$218K -6,850 -2%
UBS Group
14
UBS Group
Switzerland
$9.05M +$267K +8,416 +3%
Lido Advisors
15
Lido Advisors
California
$8.91M +$2.17M +68,369 +32%
Bank of America
16
Bank of America
North Carolina
$6.74M -$78.6K -2,475 -1%
Truist Financial
17
Truist Financial
North Carolina
$6.71M -$1.97M -62,116 -23%
LRWA
18
Long Run Wealth Advisors
New York
$6.39M +$508K +16,000 +9%
DJSG
19
D.J. St. Germain
Massachusetts
$5.95M -$2.58M -81,131 -30%
MT
20
Midwest Trust
Kansas
$5.18M +$5.18M +162,972 New
SIS
21
Sound Income Strategies
Florida
$5.11M -$62.5K -1,969 -1%
TPWM
22
Twelve Points Wealth Management
Massachusetts
$4.89M +$300K +9,461 +7%
SA
23
Shilanski & Associates
Alaska
$4.64M +$198K +6,228 +4%
AF
24
Allworth Financial
California
$3.98M -$975K -30,706 -20%
P
25
&Partners
Tennessee
$3.72M +$894K +28,025 +32%
1
2 3 4 5