Filing Research | SPDR ICE Preferred Stock ETF Institutional Holdings

Snapshot holdings

44 / 44 loaded

#		Instrument	quantity
1	State of Wisconsin - Board of Commissioners of Public Lands	Shares	780.6KSH	$23.8M
2	Sage Advisory Services, Ltd.Co.	Shares	372.9KSH	$11.4M
3	United Asset Strategies, Inc.	Shares	250.6KSH	$7.7M
4	Crews Bank & Trust	Shares	138.1KSH	$4.2M
5	Sound Income Strategies, LLC	Shares	134.3KSH	$4.1M
6	Rosenberg Matthew Hamilton	Shares	114.6KSH	$3.5M
7	Shulman DeMeo Asset Management LLC	Shares	105.4KSH	$3.2M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	87.0KSH	$2.6M
9	Investors Research Corp	Shares	84.5KSH	$2.6M
10	ST GERMAIN D J CO INC	Shares	78.2KSH	$2.4M
11	Wealthcare Advisory Partners LLC	Shares	37.7KSH	$1.2M
12	Provenance Wealth Advisors, LLC	Shares	31.5KSH	$962.8K
13	Breachway Investments LLC	Shares	28.0KSH	$854.1K
14	XML Financial, LLC	Shares	26.9KSH	$822.5K
15	Walser Wealth Management Company, A Ltd Liability Co	Shares	26.5KSH	$808.8K
16	FIFTH THIRD SECURITIES, INC.	Shares	22.7KSH	$693.7K
17	LAUREL OAK WEALTH MANAGEMENT, LLC	Shares	16.7KSH	$508.9K
18	CGN Advisors LLC	Shares	14.5KSH	$441.7K
19	Wedmont Private Capital	Shares	12.6KSH	$383.2K
20	GREENLEAF TRUST	Shares	12.0KSH	$367.7K
21	ECLECTIC ASSOCIATES INC /ADV	Shares	11.8KSH	$360.1K
22	Bath Savings Trust Co	Shares	8.4KSH	$257.1K
23	FORM Wealth Advisors, LLC	Shares	8.3KSH	$254.0K
24	Sharper & Granite LLC	Shares	7.3KSH	$223.2K
25	Farther Finance Advisors, LLC	Shares	6.1KSH	$185.4K
26	Tradewinds Capital Management, LLC	Shares	4.7KSH	$143.8K
27	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	4.2KSH	$126.8K
28	IFP Advisors, Inc	Shares	2.8KSH	$84.4K
29	LANARK FINANCIAL, INC.	Shares	1.8KSH	$53.5K
30	SRH ADVISORS, LLC	Shares	1.6KSH	$49.5K
31	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	1.4KSH	$42.5K
32	CoreCap Advisors, LLC	Shares	1.3KSH	$39.7K
33	CITY HOLDING CO	Shares	1.2KSH	$35.4K
34	Key FInancial Inc	Shares	1.1KSH	$34.9K
35	Triumph Capital Management	Shares	642SH	$19.6K
36	PARK NATIONAL CORP /OH/	Shares	388SH	$11.8K
37	Vermillion Wealth Management, Inc.	Shares	379SH	$11.6K
38	Capital Investment Advisory Services, LLC	Shares	258SH	$7.9K
39	PARK AVENUE SECURITIES LLC	Shares	181.5KSH	$5.5K
40	VIMA LLC	Shares	178SH	$5.4K
41	VISION FINANCIAL MARKETS LLC	Shares	155SH	$4.7K
42	SBI Securities Co., Ltd.	Shares	117SH	$3.6K
43	True Wealth Design, LLC	Shares	3SH	$92
44	SIGNATUREFD, LLC	Shares	1SH	$22

Manager changes2026-06-30 vs 2026-03-31

49 / 49 loaded

#		Instrument
1	United Asset Strategies, Inc. new	Shares	+250.6K	+$7.7M	$7.7M
2	Walser Wealth Management Company, A Ltd Liability Co new	Shares	+26.5K	+$808.8K	$808.8K
3	Sage Advisory Services, Ltd.Co. added	Shares	+27.4K	+$728.0K	$11.4M
4	Rosenberg Matthew Hamilton added	Shares	+12.3K	+$344.0K	$3.5M
5	Breachway Investments LLC added	Shares	+4.2K	+$124.0K	$854.1K
6	FIFTH THIRD SECURITIES, INC. added	Shares	+1.3K	+$31.7K	$693.7K
7	Farther Finance Advisors, LLC added	Shares	+1.0K	+$29.5K	$185.4K
8	Triumph Capital Management added	Shares	+100	+$2.9K	$19.6K
9	SBI Securities Co., Ltd. added	Shares	+93	+$2.8K	$3.6K
10	FORM Wealth Advisors, LLC added	Shares	+143	+$1.8K	$254.0K
11	LANARK FINANCIAL, INC. added	Shares	+76	+$1.8K	$53.5K
12	True Wealth Design, LLC new	Shares	+3	+$92	$92
13	VISION FINANCIAL MARKETS LLC added	Shares	+3	+$29	$4.7K
14	SIGNATUREFD, LLC unchanged	Shares	0	$0	$22
15	CITY HOLDING CO unchanged	Shares	0	-$372	$35.4K
16	CoreCap Advisors, LLC unchanged	Shares	0	-$403	$39.7K
17	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+21	-$419	$126.8K
18	SRH ADVISORS, LLC unchanged	Shares	0	-$502	$49.5K
19	Spire Wealth Management exited	Shares	-26	-$811	$0
20	IFP Advisors, Inc added	Shares	+1	-$827	$84.4K
21	PARK AVENUE SECURITIES LLC trimmed	Shares	-31.7K	-$1.0K	$5.5K
22	Vermillion Wealth Management, Inc. trimmed	Shares	-66	-$2.2K	$11.6K
23	Sharper & Granite LLC unchanged	Shares	0	-$2.3K	$223.2K
24	ECLECTIC ASSOCIATES INC /ADV added	Shares	+27	-$2.8K	$360.1K
25	Wedmont Private Capital added	Shares	+218	-$3.5K	$383.2K
26	Key FInancial Inc trimmed	Shares	-149	-$4.9K	$34.9K
27	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. trimmed	Shares	-192	-$6.4K	$42.5K
28	XML Financial, LLC trimmed	Shares	-45	-$9.7K	$822.5K
29	Provenance Wealth Advisors, LLC unchanged	Shares	0	-$9.8K	$962.8K
30	PARK NATIONAL CORP /OH/ trimmed	Shares	-315	-$9.8K	$11.8K
31	Hickory Point Bank & Trust exited	Shares	-326	-$10.1K	$0
32	Capital Investment Advisory Services, LLC trimmed	Shares	-453	-$14.1K	$7.9K
33	Tradewinds Capital Management, LLC trimmed	Shares	-445	-$15.2K	$143.8K
34	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+773	-$20.2K	$2.6M
35	Crews Bank & Trust added	Shares	+90	-$40.0K	$4.2M
36	Shulman DeMeo Asset Management LLC trimmed	Shares	-355	-$43.6K	$3.2M
37	CGN Advisors LLC trimmed	Shares	-1.9K	-$63.1K	$441.7K
38	LAUREL OAK WEALTH MANAGEMENT, LLC trimmed	Shares	-2.1K	-$71.1K	$508.9K
39	Wealthcare Advisory Partners LLC trimmed	Shares	-2.5K	-$89.4K	$1.2M
40	ST GERMAIN D J CO INC trimmed	Shares	-2.3K	-$93.6K	$2.4M
41	Sound Income Strategies, LLC trimmed	Shares	-2.6K	-$108.8K	$4.1M
42	Investors Research Corp trimmed	Shares	-4.4K	-$161.0K	$2.6M
43	Crumly & Associates Inc. exited	Shares	-7.4K	-$227.2K	$0
44	DAVENPORT & Co LLC exited	Shares	-7.5K	-$231.8K	$0
45	Amicus Financial Advisors, LLC exited	Shares	-7.6K	-$233.6K	$0
46	JOHNSON INVESTMENT COUNSEL INC exited	Shares	-7.8K	-$241.7K	$0
47	State of Wisconsin - Board of Commissioners of Public Lands unchanged	Shares	0	-$242.0K	$23.8M
48	Bath Savings Trust Co trimmed	Shares	-11.5K	-$358.5K	$257.1K
49	GREENLEAF TRUST trimmed	Shares	-16.7K	-$519.1K	$367.7K