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SPDR ICE Preferred Securities ETF

193 hedge funds and large institutions have $430M invested in SPDR ICE Preferred Securities ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 56 reducing their positions, and 27 closing their positions.

Holders
193
Holders Change
-6
Holders Change %
-3.02%
% of All Funds
3.09%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
24
Increased
73
Reduced
56
Closed
27
Calls
$3K
Puts
$849K
Net Calls
-$846K
Net Calls Change
-$846K
Name Market Value Shares Shares
Change
Shares
Change %
SIS
26
Sound Income Strategies
Florida
$3.47M 102,171 +5,650 +6%
IRC
27
Investors Research Corp
Georgia
$3.46M 101,749 +5,163 +5%
SA
28
Shilanski & Associates
Alaska
$3.19M 94,429 +1,788 +2%
IA
29
IFG Advisory
Georgia
$2.65M 77,912 +3,058 +4%
NHT
30
New Hampshire Trust
New Hampshire
$2.58M 75,941 -653 -0.9%
OPS
31
Orion Portfolio Solutions
Nebraska
$2.47M 72,700 -11,611 -14%
BCI
32
Brinker Capital Investments
Pennsylvania
$2.47M 72,700 +72,700 New
WAP
33
Wealthcare Advisory Partners
Pennsylvania
$2.34M 68,888 -18,674 -21%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$2.22M 65,324 +29,882 +84%
CAN
35
Cetera Advisor Networks
California
$2.21M 64,958 +687 +1%
BRWA
36
B. Riley Wealth Advisors
Florida
$1.87M 54,919 -1,396 -2%
AAS
37
Ameritas Advisory Services
Nebraska
$1.85M 53,302 +1,977 +4%
PWM
38
Peterson Wealth Management
Nevada
$1.76M 51,890 -902 -2%
SW
39
SVB Wealth
Massachusetts
$1.73M 50,902 -12,415 -20%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$1.72M 50,788 +137 +0.3%
SF
41
Synovus Financial
Georgia
$1.71M 50,480 +4,095 +9%
MHR
42
Matthew Hamilton Rosenberg
$1.67M 49,114 +996 +2%
AF
43
Allworth Financial
California
$1.65M 48,441 +3,704 +8%
NRI
44
NFP Retirement Inc
California
$1.6M 47,235 -3,290 -7%
PAG
45
Powers Advisory Group
Illinois
$1.55M 45,764 +3,904 +9%
BST
46
Bath Savings Trust
Maine
$1.48M 43,695 -9,151 -17%
ML
47
McAdam LLC
Pennsylvania
$1.48M 43,631 +35,595 +443%
TPWM
48
Twelve Points Wealth Management
Massachusetts
$1.47M 43,185 +9,986 +30%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$1.41M 41,597 -2,779 -6%
PAG
50
Private Advisor Group
New Jersey
$1.32M 38,862 -30,198 -44%