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SPDR ICE Preferred Securities ETF

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.

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
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$32.3M 962,272 +496,359 +107%
SOWBOCOPL
2
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$28.2M 840,093
Wells Fargo
3
Wells Fargo
California
$26.9M 801,282 +39,944 +5%
FCI
4
Financial Counselors Inc
Kansas
$22.7M 676,718 -542,432 -44%
LPL Financial
5
LPL Financial
California
$20.3M 606,251 -58,090 -9%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$16M 476,619 +207,691 +77%
FLPIM
7
F.L. Putnam Investment Management
Massachusetts
$12M 358,190 -113,033 -24%
Mariner
8
Mariner
Kansas
$11.8M 351,914 -109,099 -24%
BIA
9
Barry Investment Advisors
Massachusetts
$8.77M 261,729 -19,607 -7%
Bank of America
10
Bank of America
North Carolina
$8.6M 256,600 +10,137 +4%
Lido Advisors
11
Lido Advisors
California
$8.49M 253,234 +147,219 +139%
UBS Group
12
UBS Group
Switzerland
$8.39M 250,393 +90,732 +57%
PAS
13
Park Avenue Securities
New York
$7.59M 226,488 +29,480 +15%
APWA
14
Atlas Private Wealth Advisors
New Jersey
$7.33M 218,570 +218,570 New
MPWT
15
MassMutual Private Wealth & Trust
Connecticut
$6.45M 192,547 -46,974 -20%
PWA
16
Provenance Wealth Advisors
Florida
$6.22M 185,489 -13,357 -7%
AF
17
Allworth Financial
California
$5.79M 172,868 +129,307 +297%
CSIA
18
Charles Schwab Investment Advisory
California
$5.33M 159,158 +17,523 +12%
Truist Financial
19
Truist Financial
North Carolina
$4.68M 139,584 +6,338 +5%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$4.61M 137,534 +7,120 +5%
LRWA
21
Long Run Wealth Advisors
New York
$4.39M 130,920 -2,849 -2%
SIS
22
Sound Income Strategies
Florida
$4.04M 120,566 +5,882 +5%
SDAM
23
Shulman DeMeo Asset Management
New York
$4M 119,287 -436 -0.4%
JIP
24
Jaffetilchin Investment Partners
Florida
$3.99M 119,040 +119,040 New
SA
25
Shilanski & Associates
Alaska
$3.97M 118,474 +11,307 +11%