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SPDR ICE Preferred Securities ETF
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Overview Fund Activity

86 hedge funds and large institutions have $170M invested in SPDR ICE Preferred Securities ETF in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
-4
Holders Change %
-4.44%
% of All Funds
2.14%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
24
Reduced
34
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$31.9M
2
State Street
2
State Street
Massachusetts
$23.1M
3
SCM
3
Stonehearth Capital Management
Massachusetts
$1.71M
4
Wells Fargo
4
Wells Fargo
California
$2.22M
5
SB
5
Suntrust Banks
Georgia
$3.43M

Top Sellers

1
PFS
1
Prospera Financial Services
Texas
$0
2
SFP
2
Shepherd Financial Partners
Massachusetts
$1.18M
3
PAG
3
Private Advisory Group
Washington
$1.61M
4
Morgan Stanley
4
Morgan Stanley
New York
$18.8M
5
Wolverine Trading
5
Wolverine Trading
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCT
51
Country Club Trust
Missouri
$340K +$340K +7,740 New
LTFS
52
Ladenburg Thalmann Financial Services
Florida
$328K +$122K +2,798 +60%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$285K -$95.8K -2,175 -25%
HSA
54
HBK Sorce Advisory
Pennsylvania
$283K -$5.72K -130 -2%
CT
55
Coastline Trust
Rhode Island
$282K – – –
AIP
56
Ahrens Investment Partners
Louisiana
$280K -$45.4K -1,034 -14%
EA
57
Edge Advisors
Georgia
$247K – – –
CSIC
58
Clifford Swan Investment Counsel
California
$247K +$1.19K +27 +0.5%
TSS
59
Two Sigma Securities
New York
$237K +$237K +5,401 New
NPC
60
National Planning Corporation
California
$227K +$227K +5,108 New
OC
61
Oppenheimer & Co
New York
$217K -$25.8K -587 -11%
WTB
62
Washington Trust Bank
Washington
$180K +$180K +4,094 New
IA
63
IFP Advisors
Florida
$162K +$87.2K +1,983 +116%
WA
64
WFG Advisors
Texas
$160K -$48.7K -1,108 -23%
WEC
65
Winslow Evans & Crocker
Massachusetts
$137K – – –
TF
66
Tompkins Financial
New York
$127K – – –
BWP
67
Baldwin Wealth Partners
Massachusetts
$103K -$9K -205 -8%
Creative Planning
68
Creative Planning
Kansas
$93K +$28.1K +638 +43%
ZB
69
Zions Bancorporation
Utah
$88K – – –
PFGIA
70
Patriot Financial Group Insurance Agency
Massachusetts
$65K +$487 +11 +0.8%
FDCDDQ
71
Federation des caisses Desjardins du Quebec
Quebec, Canada
$55.5K +$55.5K +1,263 New
US Bancorp
72
US Bancorp
Minnesota
$53K – – –
SA
73
SRH Advisors
Kansas
$51K +$51K +1,160 New
GWM
74
Geneos Wealth Management
Colorado
$42K -$2.5K -58 -6%
JFGIW
75
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$42K +$42K +955 New
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