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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
BWFA
76
Baltimore-Washington Financial Advisors
Maryland
$628K +$581K +17,234 +903%
Mariner
77
Mariner
Kansas
$602K +$297K +8,811 +93%
CA
78
CGN Advisors
Kansas
$567K +$375K +11,119 +181%
AFP
79
Ausdal Financial Partners
Iowa
$553K +$67.4K +2,000 +13%
HSA
80
HBK Sorce Advisory
Pennsylvania
$542K +$278K +8,252 +100%
1IA
81
1834 Investment Advisors
Wisconsin
$532K -$279K -8,272 -34%
Mercer Global Advisors
82
Mercer Global Advisors
Colorado
$511K +$1.65K +49 +0.3%
WWG
83
West Wealth Group
California
$501K +$7.38K +219 +1%
IC
84
Inscription Capital
Texas
$497K +$511K +15,141 New
MML Investors Services
85
MML Investors Services
Massachusetts
$476K -$45.4K -1,346 -8%
KFI
86
Key Financial Inc
Pennsylvania
$474K
WANY
87
Wealthspire Advisors (New York)
New York
$466K +$9.98K +296 +2%
CCG
88
Chatham Capital Group
Georgia
$462K -$452K -13,400 -49%
DC
89
Davenport & Co
Virginia
$439K -$7.86K -233 -2%
MPW
90
MGO Private Wealth
California
$419K +$22K +652 +5%
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$407K +$418K +12,387 New
CIAS
92
Capital Investment Advisory Services
North Carolina
$395K +$270 +8 +0.1%
DWM
93
Destination Wealth Management
California
$379K +$390K +11,553 New
SG
94
Sharper & Granite
California
$375K +$386K +11,435 New
TCWA
95
Ten Capital Wealth Advisors
Washington
$375K -$109K -3,246 -22%
OIA
96
OneDigital Investment Advisors
Kansas
$366K +$376K +11,140 New
FI
97
Financial Insights
Washington
$361K +$51.3K +1,522 +16%
KeyBank National Association
98
KeyBank National Association
Ohio
$354K
BWA
99
Beam Wealth Advisors
Louisiana
$346K +$14.5K +431 +4%
ML
100
McAdam LLC
Pennsylvania
$345K -$567K -16,816 -68%