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SPDR ICE Preferred Securities ETF
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Overview Fund Activity

166 hedge funds and large institutions have $344M invested in SPDR ICE Preferred Securities ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 40 reducing their positions, and 22 closing their positions.

Holders
166
Holders Change
-1
Holders Change %
-0.6%
% of All Funds
2.41%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
62
Reduced
40
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$19.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$21.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.7M
4
Charles Schwab
4
Charles Schwab
California
$4.76M
5
SAS
5
Sage Advisory Services
Texas
$6.61M

Top Sellers

1
Mariner
1
Mariner
Kansas
$2.78M
2
CSIA
2
Charles Schwab Investment Advisory
California
$0
3
FCI
3
Financial Counselors Inc
Kansas
$8.56M
4
PAG
4
Powers Advisory Group
Illinois
$0
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SOWBOCOPL
1
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$28.5M 840,093 – –
Wells Fargo
2
Wells Fargo
California
$23.5M 693,983 +40,757 +6%
LPL Financial
3
LPL Financial
California
$21.5M 634,128 +7,906 +1%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$21.4M 630,222 +200,992 +47%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$19.9M 587,945 +587,945 New
Morgan Stanley
6
Morgan Stanley
New York
$17.5M 516,004 +15,007 +3%
FLPIM
7
F.L. Putnam Investment Management
Massachusetts
$14.8M 435,833 +16,632 +4%
PAS
8
Park Avenue Securities
New York
$11.3M 332,827 +47,096 +16%
Lido Advisors
9
Lido Advisors
California
$11.1M 326,576 +89,154 +38%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$10.7M 314,732 +179,783 +133%
FCI
11
Financial Counselors Inc
Kansas
$8.56M 252,281 -69,801 -22%
BIA
12
Barry Investment Advisors
Massachusetts
$8.39M 247,200 -12,788 -5%
UBS Group
13
UBS Group
Switzerland
$8.28M 243,947 -10,194 -4%
SAS
14
Sage Advisory Services
Texas
$6.61M 194,882 +116,067 +147%
Bank of America
15
Bank of America
North Carolina
$6.61M 194,694 -7,645 -4%
Truist Financial
16
Truist Financial
North Carolina
$6.44M 189,781 +49,426 +35%
AF
17
Allworth Financial
California
$5.79M 169,482 +2,456 +1%
SIS
18
Sound Income Strategies
Florida
$4.9M 144,311 +11,480 +9%
APWA
19
Atlas Private Wealth Advisors
New Jersey
$4.89M 144,130 +74,571 +107%
Charles Schwab
20
Charles Schwab
California
$4.76M 140,428 +140,428 New
LRWA
21
Long Run Wealth Advisors
New York
$4.76M 140,364 +5,621 +4%
SA
22
Shilanski & Associates
Alaska
$4.38M 129,140 +4,827 +4%
DJSG
23
D.J. St. Germain
Massachusetts
$4.12M 121,325 +9,073 +8%
RJA
24
Raymond James & Associates
Florida
$3.99M 117,635 +98,049 +501%
SDAM
25
Shulman DeMeo Asset Management
New York
$3.96M 116,584 -741 -0.6%
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