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SPDR ICE Preferred Securities ETF
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Overview Fund Activity

197 hedge funds and large institutions have $417M invested in SPDR ICE Preferred Securities ETF in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 68 increasing their positions, 74 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
-31
Holders Change %
-13.6%
% of All Funds
3.12%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
22
Increased
68
Reduced
74
Closed
47
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TCM
1
Tradewinds Capital Management
Washington
$20.4M
2
PWM
2
Peterson Wealth Management
Nevada
$6.35M
3
WAP
3
Wealthcare Advisory Partners
Pennsylvania
$3.17M
4
FLPIM
4
F.L. Putnam Investment Management
Massachusetts
$29.2M
5
ML
5
McAdam LLC
Pennsylvania
$1.4M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$14.2M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$14.5M
3
NC
3
NewSquare Capital
Pennsylvania
$36K
4
Wells Fargo
4
Wells Fargo
California
$30.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
176
Centerpoint Advisors
Massachusetts
$12K – – –
AIP
177
Ahrens Investment Partners
Louisiana
$11K – – –
KPCM
178
Kings Point Capital Management
New York
$11K – – –
TF
179
Tompkins Financial
New York
$11K – – –
SPIA
180
Steward Partners Investment Advisory
New York
$10K -$10.4K -264 -51%
CHC
181
City Holding Co
West Virginia
$10K – – –
AWM
182
Accel Wealth Management
Iowa
$10K +$111 +3 +1%
FFA
183
Founders Financial Alliance
North Carolina
$8K -$13.4K -344 -63%
FRA
184
Front Row Advisors
California
$8K – – –
GRP
185
Global Retirement Partners
California
$7K – – –
AF
186
Advisornet Financial
Minnesota
$6K -$370K -9,549 -98%
CAPTRUST Financial Advisors
187
CAPTRUST Financial Advisors
North Carolina
$6K +$6K +150 New
JPMorgan Chase & Co
188
JPMorgan Chase & Co
New York
$6K +$6K +160 New
PNC Financial Services Group
189
PNC Financial Services Group
Pennsylvania
$4K -$3.21M -82,631 -100%
GWSG
190
GPS Wealth Strategies Group
Colorado
$4K -$59.2K -1,686 -94%
COCM
191
Charter Oak Capital Management
New Hampshire
$3K +$3K +70 New
TFA
192
Transamerica Financial Advisors
Florida
$1K -$72K -504 -99%
LPWM
193
Lake Point Wealth Management
Texas
$1K – – –
BFEC
194
Benjamin F. Edwards & Company
Missouri
$1K +$1K +34 New
CIAS
195
CFS Investment Advisory Services
New Jersey
$1K +$1K +44,396 New
FGAM
196
Financial Gravity Asset Management
Texas
$208 -$21 -4 -9%
BMM
197
Buffington Mohr McNeal
Idaho
– -$6.68M -155,613 Closed
HCM
198
Hilton Capital Management
New York
– -$4.06M -94,580 Closed
Bank of New York Mellon
199
Bank of New York Mellon
New York
– -$2.54M -59,230 Closed
First Trust Advisors
200
First Trust Advisors
Illinois
– -$2.36M -54,935 Closed
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