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SPDR ICE Preferred Securities ETF
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Overview Fund Activity

170 hedge funds and large institutions have $350M invested in SPDR ICE Preferred Securities ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 67 reducing their positions, and 26 closing their positions.

Holders
170
Holders Change
-14
Holders Change %
-7.61%
% of All Funds
2.71%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
15
Increased
41
Reduced
67
Closed
26
Calls
$19K
Puts
$824K
Net Calls
-$805K
Net Calls Change
+$188K

Top Buyers

1
FCI
1
Financial Counselors Inc
Kansas
$39.6M
2
PWA
2
Provenance Wealth Advisors
Florida
$6.45M
3
Morgan Stanley
3
Morgan Stanley
New York
$15.1M
4
LPL Financial
4
LPL Financial
California
$21.6M
5
AAS
5
Ameritas Advisory Services
Nebraska
$1.78M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$1.3M
2
Jane Street
2
Jane Street
New York
$739K
3
MPWT
3
MassMutual Private Wealth & Trust
Connecticut
$7.77M
4
IA
4
IFG Advisory
Georgia
$0
5
Bank of America
5
Bank of America
North Carolina
$8M
Name Market Value Shares Shares
Change 		Shares
Change %
FCI
1
Financial Counselors Inc
Kansas
$39.6M 1,219,150 +1,219,150 New
SOWBOCOPL
2
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$27.3M 840,093 – –
Wells Fargo
3
Wells Fargo
California
$24.7M 761,338 -47,782 -6%
CFG
4
CNO Financial Group
Indiana
$22.7M 700,000 – –
LPL Financial
5
LPL Financial
California
$21.6M 664,341 +54,921 +9%
FLPIM
6
F.L. Putnam Investment Management
Massachusetts
$15.3M 471,223 -353 -0.1%
Morgan Stanley
7
Morgan Stanley
New York
$15.1M 465,913 +56,061 +14%
Mariner
8
Mariner
Kansas
$15M 461,013 -12,833 -3%
BIA
9
Barry Investment Advisors
Massachusetts
$9.13M 281,336 -2,168 -0.8%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$8.73M 268,928 -2,709 -1%
Bank of America
11
Bank of America
North Carolina
$8M 246,463 -47,887 -16%
MPWT
12
MassMutual Private Wealth & Trust
Connecticut
$7.77M 239,521 -99,070 -29%
VIA
13
Vickerman Investment Advisors
Washington
$7.01M 215,860 +1,280 +0.6%
PWA
14
Provenance Wealth Advisors
Florida
$6.45M 198,846 +198,846 New
PAS
15
Park Avenue Securities
New York
$6.4M 197,008 +37,017 +23%
UBS Group
16
UBS Group
Switzerland
$5.18M 159,661 +5,110 +3%
CSIA
17
Charles Schwab Investment Advisory
California
$4.6M 141,635 -1,118 -0.8%
LRWA
18
Long Run Wealth Advisors
New York
$4.34M 133,769 -607 -0.5%
Truist Financial
19
Truist Financial
North Carolina
$4.33M 133,246 +1,927 +1%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$4.23M 130,414 -17,162 -12%
Ameriprise
21
Ameriprise
Minnesota
$4.2M 129,210 +5,479 +4%
SDAM
22
Shulman DeMeo Asset Management
New York
$3.89M 119,723 -106 -0.1%
DJSG
23
D.J. St. Germain
Massachusetts
$3.88M 119,575 -4,721 -4%
SIS
24
Sound Income Strategies
Florida
$3.72M 114,684 +6,845 +6%
SA
25
Shilanski & Associates
Alaska
$3.48M 107,167 +10,234 +11%
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