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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$30.3M 776,623 -203,338 -21%
FLPIM
2
F.L. Putnam Investment Management
Massachusetts
$29.2M 748,064 +40,690 +6%
PL
3
Protective Life
Alabama
$28.5M 731,500 – –
CFG
4
CNO Financial Group
Indiana
$27.3M 700,000 – –
TCM
5
Tradewinds Capital Management
Washington
$20.4M 523,201 +277,723 +113%
LPL Financial
6
LPL Financial
California
$17.9M 459,530 -121,489 -21%
UBS Group
7
UBS Group
Switzerland
$15.3M 391,125 +12,604 +3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$14.5M 372,135 -249,757 -40%
Ameriprise
9
Ameriprise
Minnesota
$14.2M 365,182 -297,347 -45%
PI
10
PFS Investments
Georgia
$13.5M 345,819 -148,508 -30%
BIA
11
Barry Investment Advisors
Massachusetts
$11.7M 298,727 +21,803 +8%
MPWT
12
MassMutual Private Wealth & Trust
Connecticut
$10.1M 259,705 +24,212 +10%
Morgan Stanley
13
Morgan Stanley
New York
$9.88M 253,284 -133,735 -35%
Bank of America
14
Bank of America
North Carolina
$7.23M 185,331 -38,850 -17%
GLA
15
Good Life Advisors
Pennsylvania
$7.1M 181,976 +15,095 +9%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$6.54M 167,673 -184,812 -52%
IA
17
IFG Advisory
Georgia
$6.38M 163,578 +361 +0.2%
PWM
18
Peterson Wealth Management
Nevada
$6.35M 162,766 +107,889 +197%
LRWA
19
Long Run Wealth Advisors
New York
$5.87M 150,656 +10,186 +7%
SDAM
20
Shulman DeMeo Asset Management
New York
$4.75M 121,781 -756 -0.6%
WCM
21
Windsor Capital Management
Arizona
$4.45M 114,011 +5,454 +5%
SAS
22
Sage Advisory Services
Texas
$4.01M 102,836 -9,962 -9%
SIS
23
Sound Income Strategies
Florida
$3.73M 95,711 +18,368 +24%
KAS
24
Kestra Advisory Services
Texas
$3.57M 91,413 +696 +0.8%
OPS
25
Orion Portfolio Solutions
Nebraska
$3.39M 86,960 +2,794 +3%
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