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SPDR ICE Preferred Securities ETF

169 hedge funds and large institutions have $474M invested in SPDR ICE Preferred Securities ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 62 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

0% less capital invested

Capital invested by funds: $476M → $474M (-$1.6M)

6% less funds holding

Funds holding: 180169 (-11)

33% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 24

Holders
169
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$198K
Puts
$100K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$44.2M
Bank of New York Mellon
2
Bank of New York Mellon
New York
$36M
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$32M
Wells Fargo
4
Wells Fargo
California
$31M
SOWBOCOPL
5
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$27.2M
CFG
6
CNO Financial Group
Indiana
$22.7M
FLPIM
7
F.L. Putnam Investment Management
Massachusetts
$20.4M
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$18.4M
LPL Financial
9
LPL Financial
California
$18.2M
PAS
10
Park Avenue Securities
New York
$15.1M
APWA
11
Atlas Private Wealth Advisors
New Jersey
$12.2M
CBT
12
Crews Bank & Trust
Florida
$9.51M
Raymond James Financial
13
Raymond James Financial
Florida
$9.21M
UBS Group
14
UBS Group
Switzerland
$8.96M
SAS
15
Sage Advisory Services
Texas
$8.92M
Truist Financial
16
Truist Financial
North Carolina
$8.85M
DJSG
17
D.J. St. Germain
Massachusetts
$8.69M
Bank of America
18
Bank of America
North Carolina
$6.96M
Lido Advisors
19
Lido Advisors
California
$6.87M
FCI
20
Financial Counselors Inc
Kansas
$6.44M
BIA
21
Barry Investment Advisors
Massachusetts
$6.41M
LRWA
22
Long Run Wealth Advisors
New York
$6M
SIS
23
Sound Income Strategies
Florida
$5.28M
AF
24
Allworth Financial
California
$4.98M
TPWM
25
Twelve Points Wealth Management
Massachusetts
$4.68M