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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
FWP
101
Falcon Wealth Planning
California
$341K -$52.2K -1,549 -13%
PFA
102
Pure Financial Advisors
California
$337K -$121K -3,602 -26%
EH
103
Equitable Holdings
New York
$335K +$344K +10,210 New
BFS
104
Bard Financial Services
Connecticut
$320K -$417K -12,375 -56%
DI
105
DFPG Investments
Utah
$316K -$8.03K -238 -3%
AWA
106
Artemis Wealth Advisors
New York
$311K -$65.3K -1,938 -17%
AA
107
Advisory Alpha
Michigan
$307K -$203K -6,013 -39%
GWM
108
GSB Wealth Management
Connecticut
$302K +$3.27K +97 +1%
TCM
109
TD Capital Management
Tennessee
$291K +$299K +8,880 New
APW
110
Austin Private Wealth
Texas
$283K +$291K +8,633 New
CA
111
Cetera Advisors
Colorado
$281K +$289K +8,569 New
SWP
112
Stratos Wealth Partners
Ohio
$279K +$58.9K +1,748 +26%
TWP
113
Tempus Wealth Planning
California
$275K +$282K +8,375 New
PJSIMP
114
P.J. Schmidt Investment Management (PJS)
Wisconsin
$268K
AWM
115
AE Wealth Management
Kansas
$265K +$272K +8,079 New
LWA
116
Lowe Wealth Advisors
Maryland
$265K +$13.5K +400 +5%
PTC
117
Private Trust Company
Ohio
$258K -$155K -4,599 -37%
HAS
118
HBW Advisory Services
California
$258K +$2.36K +70 +0.9%
US Bancorp
119
US Bancorp
Minnesota
$255K +$177K +5,255 +208%
M&T Bank
120
M&T Bank
New York
$253K
SWP
121
Strategic Wealth Partners
Ohio
$251K -$39.9K -1,182 -13%
NA
122
NewEdge Advisors
Louisiana
$246K -$31.8K -944 -5%
PFS
123
Prospera Financial Services
Texas
$238K -$5.67M -168,219 -96%
DCBT
124
Dakota Community Bank & Trust
North Dakota
$230K +$236K +7,012 New
CWM
125
Collaborative Wealth Management
Florida
$227K -$14.1K -418 -6%