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State Street SPDR ICE Preferred Securities ETF

199 hedge funds and large institutions have $393M invested in State Street 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

21% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 33

3% more funds holding

Funds holding: 194199 (+5)

2.28% more ownership

Funds ownership: 38.4%40.67% (+2.3%)

5% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 62

3% more capital invested

Capital invested by funds: $380M → $393M (+$12.8M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
199
Holders Change
+5
Holders Change %
+2.58%
% of All Funds
3.2%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$3.26M +$76.5K +2,269 +2%
IRC
27
Investors Research Corp
Georgia
$3.17M +$114K +3,387 +4%
SIS
28
Sound Income Strategies
Florida
$3.17M +$212K +6,283 +7%
SA
29
Shilanski & Associates
Alaska
$3.04M +$3.12M +92,641 New
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$2.87M +$175K +5,199 +6%
OPS
31
Orion Portfolio Solutions
Nebraska
$2.77M -$91.8K -2,722 -3%
BlackRock
32
BlackRock
New York
$2.62M +$2.46M +72,884 +1,046%
NHT
33
New Hampshire Trust
New Hampshire
$2.51M +$2.58M +76,594 New
IA
34
IFG Advisory
Georgia
$2.46M -$123K -3,640 -5%
Jane Street
35
Jane Street
New York
$2.35M +$2.42M +71,704 New
CAN
36
Cetera Advisor Networks
California
$2.11M +$1.36M +40,464 +170%
SW
37
SVB Wealth
Massachusetts
$2.08M +$1.21M +35,797 +130%
BRWA
38
B. Riley Wealth Advisors
Florida
$1.85M +$580K +17,189 +44%
BST
39
Bath Savings Trust
Maine
$1.73M -$133K -3,930 -7%
PWM
40
Peterson Wealth Management
Nevada
$1.73M -$323K -9,567 -15%
AAS
41
Ameritas Advisory Services
Nebraska
$1.68M -$14.8K -439 -0.8%
DJSG
42
D.J. St. Germain
Massachusetts
$1.68M -$33.4K -991 -0.9%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$1.68M -$46K -1,363 -3%
NRI
44
NFP Retirement Inc
California
$1.66M +$61.1K +1,812 +4%
MHR
45
Matthew Hamilton Rosenberg
$1.58M +$68.5K +2,032 +4%
SF
46
Synovus Financial
Georgia
$1.52M +$291K +8,622 +23%
SCM
47
Stonehearth Capital Management
Massachusetts
$1.51M -$274K -8,136 -15%
AF
48
Allworth Financial
California
$1.47M -$423K -12,543 -22%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$1.46M -$108K -3,200 -7%
PAG
50
Powers Advisory Group
Illinois
$1.37M -$10.7K -318 -0.8%