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SPDR ICE Preferred Securities ETF

180 hedge funds and large institutions have $476M invested in SPDR ICE Preferred Securities ETF in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 52 reducing their positions, and 18 closing their positions.

Holders
180
Holders Change
+7
Holders Change %
+4.05%
% of All Funds
2.4%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
29
Increased
64
Reduced
52
Closed
18
Calls
$129K
Puts
Net Calls
+$129K
Net Calls Change
+$129K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$37M 1,121,034 +180,514 +19%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$34.5M 1,046,739 -5,480 -0.5%
Wells Fargo
3
Wells Fargo
California
$28.1M 852,411 +33,227 +4%
SOWBOCOPL
4
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$27.7M 840,093
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$26.5M 803,410 +27,222 +4%
LPL Financial
6
LPL Financial
California
$19.6M 594,020 -9,028 -1%
FLPIM
7
F.L. Putnam Investment Management
Massachusetts
$18.9M 573,747 +29,243 +5%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$16.5M 500,176 +9,676 +2%
APWA
9
Atlas Private Wealth Advisors
New Jersey
$15.2M 461,256 +14,090 +3%
PAS
10
Park Avenue Securities
New York
$13.8M 417,139 +49,045 +13%
TCM
11
Tradewinds Capital Management
Washington
$10.2M 308,831 -23,436 -7%
CBT
12
Crews Bank & Trust
Florida
$9.59M 290,655 +290,655 New
UBS Group
13
UBS Group
Switzerland
$8.98M 272,078 +11,151 +4%
Bank of America
14
Bank of America
North Carolina
$8.35M 253,156 +45,296 +22%
DJSG
15
D.J. St. Germain
Massachusetts
$7.7M 233,536 +104,560 +81%
Raymond James Financial
16
Raymond James Financial
Florida
$7.7M 233,529 +233,529 New
NC
17
NewSquare Capital
Pennsylvania
$7.53M 228,226 +925 +0.4%
Lido Advisors
18
Lido Advisors
California
$7.34M 222,413 -6,829 -3%
BIA
19
Barry Investment Advisors
Massachusetts
$6.81M 206,421 -36,523 -15%
Truist Financial
20
Truist Financial
North Carolina
$6.77M 205,103 -25,267 -11%
FCI
21
Financial Counselors Inc
Kansas
$6.5M 197,125 -17,902 -8%
SAS
22
Sage Advisory Services
Texas
$5.96M 180,526 -14,356 -7%
AF
23
Allworth Financial
California
$5.49M 163,119 -5,732 -3%
LRWA
24
Long Run Wealth Advisors
New York
$5.43M 164,574 +13,198 +9%
SIS
25
Sound Income Strategies
Florida
$5.17M 156,643 +6,684 +4%