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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
Holders
169
Holders Change
-11
Holders Change %
-6.11%
% of All Funds
2.3%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
16
Increased
62
Reduced
51
Closed
24
Calls
$198K
Puts
$100K
Net Calls
+$98K
Net Calls Change
-$31K
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$44.2M +$7.92M +244,410 +22%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$36M +$2.06M +63,727 +6%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$32M +$5.93M +183,181 +23%
Wells Fargo
4
Wells Fargo
California
$31M +$3.42M +105,501 +12%
SOWBOCOPL
5
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$27.2M
CFG
6
CNO Financial Group
Indiana
$22.7M +$22.7M +700,000 New
FLPIM
7
F.L. Putnam Investment Management
Massachusetts
$20.4M +$1.77M +54,603 +10%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$18.4M +$2.16M +66,590 +13%
LPL Financial
9
LPL Financial
California
$18.2M -$1.08M -33,216 -6%
PAS
10
Park Avenue Securities
New York
$15.1M +$1.57M +48,329 +12%
APWA
11
Atlas Private Wealth Advisors
New Jersey
$12.2M -$2.75M -84,832 -18%
CBT
12
Crews Bank & Trust
Florida
$9.51M +$95.5K +2,948 +1%
Raymond James Financial
13
Raymond James Financial
Florida
$9.21M +$1.64M +50,728 +22%
UBS Group
14
UBS Group
Switzerland
$8.96M +$145K +4,482 +2%
SAS
15
Sage Advisory Services
Texas
$8.92M +$3.07M +94,923 +53%
Truist Financial
16
Truist Financial
North Carolina
$8.85M +$2.21M +68,230 +33%
DJSG
17
D.J. St. Germain
Massachusetts
$8.69M +$1.13M +34,785 +15%
Bank of America
18
Bank of America
North Carolina
$6.96M -$1.24M -38,335 -15%
Lido Advisors
19
Lido Advisors
California
$6.87M -$336K -10,379 -5%
FCI
20
Financial Counselors Inc
Kansas
$6.44M +$57.8K +1,784 +0.9%
BIA
21
Barry Investment Advisors
Massachusetts
$6.41M -$272K -8,401 -4%
LRWA
22
Long Run Wealth Advisors
New York
$6M +$666K +20,550 +12%
SIS
23
Sound Income Strategies
Florida
$5.28M +$206K +6,349 +4%
AF
24
Allworth Financial
California
$4.98M -$224K -7,015 -4%
TPWM
25
Twelve Points Wealth Management
Massachusetts
$4.68M +$678K +20,936 +17%