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SPDR ICE Preferred Securities ETF
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Overview Fund Activity

167 hedge funds and large institutions have $312M invested in SPDR ICE Preferred Securities ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 60 reducing their positions, and 27 closing their positions.

Holders
167
Holders Change
-11
Holders Change %
-6.18%
% of All Funds
2.42%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
19
Increased
44
Reduced
60
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$4.29M
2
FLPIM
2
F.L. Putnam Investment Management
Massachusetts
$14.6M
3
PAS
3
Park Avenue Securities
New York
$9.96M
4
DJSG
4
D.J. St. Germain
Massachusetts
$3.91M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$1.23M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.5M
2
FCI
2
Financial Counselors Inc
Kansas
$11.2M
3
MPWT
3
MassMutual Private Wealth & Trust
Connecticut
$49.8K
4
APWA
4
Atlas Private Wealth Advisors
New Jersey
$2.43M
5
Wells Fargo
5
Wells Fargo
California
$22.8M
Name Market Value Shares Shares
Change 		Shares
Change %
SOWBOCOPL
1
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$29.3M 840,093 – –
Wells Fargo
2
Wells Fargo
California
$22.8M 653,226 -148,056 -18%
LPL Financial
3
LPL Financial
California
$21.8M 626,222 +19,971 +3%
Morgan Stanley
4
Morgan Stanley
New York
$17.5M 500,997 -461,275 -48%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$15M 429,230 -47,389 -10%
FLPIM
6
F.L. Putnam Investment Management
Massachusetts
$14.6M 419,201 +61,011 +17%
Mariner
7
Mariner
Kansas
$12.4M 354,509 +2,595 +0.7%
FCI
8
Financial Counselors Inc
Kansas
$11.2M 322,082 -354,636 -52%
PAS
9
Park Avenue Securities
New York
$9.96M 285,731 +59,243 +26%
BIA
10
Barry Investment Advisors
Massachusetts
$9.07M 259,988 -1,741 -0.7%
UBS Group
11
UBS Group
Switzerland
$8.86M 254,141 +3,748 +1%
Lido Advisors
12
Lido Advisors
California
$8.28M 237,422 -15,812 -6%
Bank of America
13
Bank of America
North Carolina
$7.06M 202,339 -54,261 -21%
AF
14
Allworth Financial
California
$5.82M 167,026 -5,842 -3%
CSIA
15
Charles Schwab Investment Advisory
California
$5.09M 145,990 -13,168 -8%
Truist Financial
16
Truist Financial
North Carolina
$4.89M 140,355 +771 +0.6%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$4.71M 134,949 -2,585 -2%
LRWA
18
Long Run Wealth Advisors
New York
$4.7M 134,743 +3,823 +3%
SIS
19
Sound Income Strategies
Florida
$4.63M 132,831 +12,265 +10%
SA
20
Shilanski & Associates
Alaska
$4.33M 124,313 +5,839 +5%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$4.29M 123,044 +107,852 +710%
SDAM
22
Shulman DeMeo Asset Management
New York
$4.09M 117,325 -1,962 -2%
DJSG
23
D.J. St. Germain
Massachusetts
$3.91M 112,252 +40,808 +57%
IRC
24
Investors Research Corp
Georgia
$3.34M 95,896 -3,107 -3%
SAS
25
Sage Advisory Services
Texas
$2.75M 78,815 -6,980 -8%
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