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SPDR ICE Preferred Securities ETF
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Overview Fund Activity

199 hedge funds and large institutions have $393M invested in 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.

Holders
199
Holders Change
+5
Holders Change %
+2.58%
% of All Funds
3.21%
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
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$16.5M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$7.01M
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.03M
4
Wells Fargo
4
Wells Fargo
California
$20.8M
5
SA
5
Shilanski & Associates
Alaska
$3.04M

Top Sellers

1
PFS
1
Prospera Financial Services
Texas
$238K
2
RA
2
RFG Advisory
Alabama
$0
3
SAS
3
Sage Advisory Services
Texas
$13M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$0
5
TFA
5
Transamerica Financial Advisors
Florida
$3K
Name Market Value Shares Shares
Change 		Shares
Change %
PI
1
PFS Investments
Georgia
$30.8M 938,178 +50,693 +6%
FLPIM
2
F.L. Putnam Investment Management
Massachusetts
$25.4M 774,148 -17,202 -2%
PL
3
Protective Life
Alabama
$24M 731,500 – –
CFG
4
CNO Financial Group
Indiana
$23M 700,000 – –
Wells Fargo
5
Wells Fargo
California
$20.8M 632,881 +94,801 +18%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$19.2M 584,138 +12,914 +2%
Bank of America
7
Bank of America
North Carolina
$16.5M 502,023 +216,926 +76%
LPL Financial
8
LPL Financial
California
$16.4M 500,087 +30,193 +6%
SAS
9
Sage Advisory Services
Texas
$13M 396,694 -89,024 -18%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$12.4M 376,826 +28,922 +8%
Morgan Stanley
11
Morgan Stanley
New York
$11M 336,355 +89,017 +36%
BIA
12
Barry Investment Advisors
Massachusetts
$9.04M 275,311 -7,093 -3%
MPWT
13
MassMutual Private Wealth & Trust
Connecticut
$8M 243,844 -37,319 -13%
UBS Group
14
UBS Group
Switzerland
$7.61M 231,955 +3,242 +1%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$7.01M 213,524 +192,202 +901%
GLA
16
Good Life Advisors
Pennsylvania
$6.01M 183,219 -711 -0.4%
VIA
17
Vickerman Investment Advisors
Washington
$5.68M 173,152 +14,888 +9%
Truist Financial
18
Truist Financial
North Carolina
$5.61M 170,951 +50,836 +42%
LRWA
19
Long Run Wealth Advisors
New York
$5.43M 165,411 -2,363 -1%
CCWA
20
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.03M 153,145 +153,145 New
CSIA
21
Charles Schwab Investment Advisory
California
$4.95M 150,951 +63,317 +72%
SDAM
22
Shulman DeMeo Asset Management
New York
$3.96M 120,639 -419 -0.3%
Lido Advisors
23
Lido Advisors
California
$3.96M 120,551 +30,538 +34%
RJA
24
Raymond James & Associates
Florida
$3.57M 108,891 -1,782 -2%
PAS
25
Park Avenue Securities
New York
$3.51M 106,951 +10,318 +11%
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