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SPDR ICE Preferred Securities ETF

173 hedge funds and large institutions have $461M invested in SPDR ICE Preferred Securities ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 50 reducing their positions, and 16 closing their positions.

Holders
173
Holders Change
+7
Holders Change %
+4.22%
% of All Funds
2.5%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
23
Increased
61
Reduced
50
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of New York Mellon
1
Bank of New York Mellon
New York
$37.5M 1,052,219 +464,274 +79%
Morgan Stanley
2
Morgan Stanley
New York
$33.5M 940,520 +424,516 +82%
SOWBOCOPL
3
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$30M 840,093
Wells Fargo
4
Wells Fargo
California
$29.2M 819,184 +125,201 +18%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$27.7M 776,188 +145,966 +23%
LPL Financial
6
LPL Financial
California
$21.5M 603,048 -31,080 -5%
FLPIM
7
F.L. Putnam Investment Management
Massachusetts
$19.4M 544,504 +108,671 +25%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$17.5M 490,500 +175,768 +56%
APWA
9
Atlas Private Wealth Advisors
New Jersey
$15.9M 447,166 +303,036 +210%
PAS
10
Park Avenue Securities
New York
$13.1M 368,094 +35,267 +11%
TCM
11
Tradewinds Capital Management
Washington
$11.8M 332,267 +326,924 +6,119%
UBS Group
12
UBS Group
Switzerland
$9.3M 260,927 +16,980 +7%
BIA
13
Barry Investment Advisors
Massachusetts
$8.66M 242,944 -4,256 -2%
Truist Financial
14
Truist Financial
North Carolina
$8.21M 230,370 +40,589 +21%
Lido Advisors
15
Lido Advisors
California
$8.17M 229,242 -97,334 -30%
NC
16
NewSquare Capital
Pennsylvania
$8.11M 227,301 +227,301 New
FCI
17
Financial Counselors Inc
Kansas
$7.67M 215,027 -37,254 -15%
Bank of America
18
Bank of America
North Carolina
$7.41M 207,860 +13,166 +7%
RJA
19
Raymond James & Associates
Florida
$6.82M 191,324 +73,689 +63%
SAS
20
Sage Advisory Services
Texas
$6.61M 194,882
AF
21
Allworth Financial
California
$6.02M 168,851 -631 -0.4%
LRWA
22
Long Run Wealth Advisors
New York
$5.4M 151,376 +11,012 +8%
SIS
23
Sound Income Strategies
Florida
$5.35M 149,959 +5,648 +4%
Charles Schwab
24
Charles Schwab
California
$4.64M 130,173 -10,255 -7%
DJSG
25
D.J. St. Germain
Massachusetts
$4.6M 128,976 +7,651 +6%