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SPDR ICE Preferred Securities ETF
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Overview Fund Activity

178 hedge funds and large institutions have $352M invested in SPDR ICE Preferred Securities ETF in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 62 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+8
Holders Change %
+4.71%
% of All Funds
2.61%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
31
Increased
51
Reduced
62
Closed
21
Calls
$67K
Puts
$13K
Net Calls
+$54K
Net Calls Change
+$859K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$32.3M
2
APWA
2
Atlas Private Wealth Advisors
New Jersey
$7.33M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$16M
4
Lido Advisors
4
Lido Advisors
California
$8.49M
5
AF
5
Allworth Financial
California
$5.79M

Top Sellers

1
FCI
1
Financial Counselors Inc
Kansas
$22.7M
2
VIA
2
Vickerman Investment Advisors
Washington
$0
3
FLPIM
3
F.L. Putnam Investment Management
Massachusetts
$12M
4
Mariner
4
Mariner
Kansas
$11.8M
5
Ameriprise
5
Ameriprise
Minnesota
$1.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
151
Huntington National Bank
Ohio
$13.1K – – –
MWM
152
MGB Wealth Management
Texas
$12.5K +$12.5K +373 New
CIAS
153
Capital Investment Advisory Services
North Carolina
$12.3K – – –
BSB
154
Bangor Savings Bank
Maine
$12.1K – – –
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$11.3K – – –
BCMLT
156
Beacon Capital Management LLC (Tennessee)
Tennessee
$11K – – –
BWP
157
Baldwin Wealth Partners
Massachusetts
$10.9K -$35.2K -1,050 -76%
IA
158
IFP Advisors
Florida
$10.4K -$11.5K -343 -53%
MFA
159
Morling Financial Advisors
California
$10.1K – – –
RG
160
Retirement Group
California
$9.49K -$3.25K -97 -26%
CFD
161
Creative Financial Designs
Indiana
$8.51K -$7.98K -238 -48%
CHC
162
City Holding Co
West Virginia
$8.38K – – –
FRA
163
Front Row Advisors
California
$7.21K – – –
GRP
164
Global Retirement Partners
California
$6.78K – – –
VL
165
Vima LLC
Michigan
$5.97K +$5.97K +178 New
IGWM
166
ICA Group Wealth Management
Colorado
$5.23K +$5.23K +156 New
CSC
167
Caldwell Sutter Capital
California
$4.63K – – –
CP
168
Castleview Partners
Texas
$3.08K -$27.5K -821 -90%
TFA
169
Transamerica Financial Advisors
Florida
$3K – – –
DAM
170
Delta Asset Management
Tennessee
$1.88K – – –
TSWM
171
Tyler-Stone Wealth Management
Ohio
$1.76K +$66 +2 +4%
CAS
172
Coppell Advisory Solutions
Texas
$1.74K +$1.74K +52 New
WAG
173
Wiser Advisor Group
Arizona
$1.14K +$1.14K +34 New
AssetMark Inc
174
AssetMark Inc
California
$1.14K +$1.14K +34 New
TRCT
175
Tower Research Capital (TRC)
New York
$1.14K +$1.14K +34 New
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